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Generate sales

Last updated: March 3, 2025

Available with any of the following subscriptions, except where noted:

All products and plans

Use HubSpot's sales tools to build and automate your sales pipeline:

  • Keep your lead funnel organized using pipeline automation.
  • Use workflows to efficiently prioritize leads and automate lead hand-off.
  • Keep your leads engaged and converting with Sales emails and sequences.
  • Organize your leads within the sales workspace.

Allow your sales reps to easily prioritize leads, and complete their daily tasks, including sending emails to prospects, making calls, and booking meetings. You can also streamline and centralize your sales communications, including incoming emails or messages sent via a chat widget on your website, in the conversations inbox.

Sales managers can use the reporting tools in HubSpot to monitor their team’s progress, identify areas of improvement, and make sure the team is on track to hit their sales goals. You can also use the sales tools on the go using HubSpot's mobile app.

For in-depth video training, check out the Sales Software Certification in the HubSpot Academy.


Track deals

Track potential revenue opportunities using deals. Store information such as close date, deal amount, and deal owner in a deal record. Monitor your deals in a pipeline as they move through different stages to identify and resolve any roadblocks.

Organize your lead funnel with pipeline automation

Keep your lead funnel organized and updated with pipeline automation. From your pipeline settings, you can set up automation-based changes to a record’s stage. 

For example, create a task for the sales manager to follow up with a rep when a deal status changes to Closed Won or send an internal notification to your support team when a new ticket is created, ensuring no customer inquiry goes unanswered. 

Engage your leads with sales emails

Keep your leads engaged by sending sales emails from a contact record in HubSpot, using the HubSpot Sales email extension or add-in in your email inbox, or using the HubSpot mobile app. Sales emails can contain documents and scheduling links, as well as pre-made snippets.

To send one-to-one emails to a contact from a record, you’ll need to connect your personal email to HubSpot in your account settings. You can also connect a team email address to the conversations inbox for shared communication.

To access the sales tools directly from your personal email account, install the HubSpot Sales email extension or add-in. Using the extension, you can log emails you send from your inbox to the recipient’s record in HubSpot and track if they open the email.

Engage leads with sequences

Set up sequences to nurture your leads over time. When a contact is enrolled into a sequence, they will receive a series of timed, personalized one-to-one emails. You can also automatically create follow-up tasks as part of the sequence so you never miss an opportunity to connect with a lead. You can enroll contacts in sequences from the sequences tool, CRM records, using the HubSpot sales email extension or add-in in your email account, or using workflows.

Using the sequence summary page, you can monitor contacts who are actively enrolled in a sequence, and pause or resume enrollment. When contacts reply to an email or book a meeting, they will be automatically unenrolled from the sequence.

Book meetings with prospects

Allow prospects to easily book demos and calls with scheduling pages. You can schedule time on your connected Google, Office 365, or Exchange calendar. Booking in this way also ensures that you’re never double-booked.

You can also use HubSpot's calendar sync with Google Calendar or Outlook Calendar to schedule meetings directly from HubSpot or your calendar.

Connect with leads on phone calls

Connect with your contacts and call from a HubSpot-provided phone number, a registered outbound phone number, or a third-party calling provider. During the call, you can take notes or record the call. Sales managers can then review the recording later to help coach their team. You can also provide your team with playbooks to reference on calls to standardize your notes and call scripts.

Organize and monitor lead activity and engagement

Use the sales workspace to prioritize and execute the most impactful and relevant sales actions and hit your sales goals. Users with an assigned Sales Hub seat can efficiently manage their daily processes including managing deals and leads from this workspace.

It is also recommended to set up notifications when a prospect or lead returns to your website so you or your team know that it's time to follow up. You can customize how you’re notified when all or specific existing contacts revisit your website.

If you're using the HubSpot Sales Chrome extension, you can also review and manage real-time website visit notifications, email opens, document views, or meetings booked in the activity feed.

Set up an inbox for sales inquiries

The conversations inbox is a central location in HubSpot where messages from all your connected channels will appear, such as email and chat. In each conversation, you can view ongoing conversations, reply to messages, and create tickets.

You can create a conversations inbox that is specifically for your sales team. Connect a team email address that multiple members of your sales team can access to communicate with customers.

You can also connect a chat channel to the inbox, which allows you to create chatflows. Chatflows are chat widgets that you can add to your website. Any incoming messages will be routed to your conversations inbox where you can respond. There are two types of chatflows: live chat with real-time conversations with a team member, and bot chatflows with pre-set actions. 

You can also connect a Facebook Messenger channel or form channel to your inbox.

Set up help desk for sales inquiries

In help desk, you can easily manage new and existing tickets and respond to customer queries. You can connect chat, email, form, calling, WhatsApp and Facebook Messenger channels to the help desk tool, which consolidates your sales process into a single workspace. 

You can start managing tickets immediately using the default views, or create custom views to control what's visible for each team. 

By default, tickets will automatically be created via all channels you've connected to help desk.

Connect with customers in the inbox and help desk

After you connect channels to the conversations inbox or help desk, respond to customers’ inquiries sent from any channel in one centralized location. You can reassign conversations, comment on threads or move a conversation. During the conversation, you can also view contextual information about the customer’s history with your business to keep your response relevant.

Join the HubSpot Community

To engage with other users and get more out of your HubSpot tools, join the HubSpot Community. You can see examples from peers, get tips and advice from experts, learn how to troubleshoot common issues, and submit feedback to the Product team.
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