HubSpot Product Updates

Introducing Templates in HubSpot CRM

Written by Jeffrey Russo | Mar 29, 2015 3:24:30 AM

“I wonder how many times I’ve written this exact email...” For many sales professionals, it’s a question they ask themselves over and over again. The trouble is that building, maintaining, and actually using templates is enough of a hassle that it doesn’t save you any time. HubSpot CRM Templates are different.

HubSpot CRM Templates live right in your Gmail inbox through Sidekick, so you can send templated messages from the email tool you already use every day. Through a connection to Salesforce or HubSpot CRM, HubSpot Templates are instantly personalized for each and every prospect.

Templates are now available to all HubSpot CRM users. To get started with adding templates to your CRM system, go to Settings > Templates. Once you’ve set some templates up, you can send messages using your templates from any contact record, or from Sidekick in Gmail.