Using sales tools in the HubSpot Sales Chrome extension

Last updated: June 26, 2018

Some of the HubSpot sales tools can be accessed in your inbox when composing emails with the HubSpot Sales Chrome extension. This way, you won't have to leave your inbox or send your emails only through HubSpot if you're wanting to use your sales tools. 

This article walks through using the following HubSpot sales tools in Gmail: 

Please note: to use your meetings tool in Gmail, you must have a connected calendar. To use your sequences tool in Gmail, you must have a connected inbox.

Snippets

When you're composing an email in Gmail, insert a chunk of text from a snippet just as you would in HubSpot. 

  • Compose a new email in Gmail and add a recipient. 
  • Click Snippets in the composer window and select the snippet you wish to insert.
  • Clicking Snippets and then Manage snippets will bring you to your snippets dashboard in your HubSpot account.
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Templates

Instead of inserting a chunk of text with a snippet, you can insert your whole email in Gmail using one of your sales templates. 

  • Compose a new email in Gmail and add a recipient.
  • Click Templates in the composer window.   
  • Use the search bar at the top of the dialog box to search for a template by name or click the dropdown menu beside the search bar to filter your templates by All, Created by my teamCreated by me and Recent
  • The Last used at column is user specific, so it will show the templates that were last sent by the user viewing the modal. You can sort your templates by the Last used at or the Created at column. 
  • Hover over the template you want to use and click Select.
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Additionally, after sending an email in Gmail that you would like to use again, you can save it to your HubSpot account as a template instead of continually copying and pasting it to reuse. To do so:

  • Open Gmail and locate a sent email you would like to save as a template.
  • Click Save at the top of the email to customize and save the template.

  • In the dialog box, give your template a name and make edits as needed.
  • Once you're satisfied with the template's content, click Save template.
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Documents

In Gmail, you can insert a document link instead of using the native Google attachment option. That way, you'll be able to track who's viewing your documents and see the data in HubSpot. 

  • Compose a new email in Gmail and add a recipient. 
  • Click Documents in the composer window.
  • In the dialog box, search for a document by name or click the dropdown menu beside the search bar to filter your documents by All, Created by my teamCreated by me, and Recent
  • The Last used at column is user specific, so it will show the documents that were last used by the user viewing the modal. You can sort your documents by the Last used at or the Created at column.
  • If you choose to, check the box beside Require an email address from all other viewers to collect an email address from anyone else besides your recipient who views the document.
  • Hover over the document you wish to use and click Select. documents-sales-modal

 

  • A link to the document will appear in the email body. To change the raw link into hyperlinked text, click the link and select Change. In the dialog box, enter the link's text in the Text to display field. Then click OK
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Meetings

Instead of manually copying and pasting your meetings link, you can directly insert one of your meetings links in a Gmail email.

  • Log into Gmail. Compose a new email and add a recipient. 
  • Click Meetings in the composer window and select one of your meetings links
  • The name of the meeting will be inserted into your email, and it will be hyperlinked with your meetings link URL.
  • To change the link text that recipients see, click your meetings link in the email body and select Change. In the dialog box, enter the link's text in the Text to display field. Then click OK.
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Sequences (Sales Hub Starter and Professional only)

Sales Hub Starter and Professional users with a connected inbox can enroll contacts in sequences from Gmail: 

  • Log into Gmail. Compose a new email and add a recipient. 
  • Click Sequences in the composer window. 
  • In the dialog box, use the search bar to search for a sequence by name or click the dropdown menu beside the search bar to filter your sequences by AllCreated by my teamCreated by me, and Recent.  
  • The Last used at column is user specific, so it will show the sequences that were last sent by the user viewing the modal. You can sort your sequences by the Last used at or the Created at column.
  • Hover over the sequence you wish to enroll your contact in and click Select.
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  • In the next window, customize the body of your sequence templates and your sequence settings. If you're a Sales Professional user, you can use sales email recommendations and surface insights about your contact to help tailor your email content. Click the Low personalization alert to review the suggestions. 
  • Specify the email template you wish the sequence to start at, set delays between sequence steps, and specify times that you would like each sequence template to send. When you're ready, click Start sequence.
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