How to use the email function in Hubspot
- HubSpot Admin |
- 32 steps |
- 2 minutes
HubSpot
Tip! Connect your personal inbox to Hubspot so that email conversations are automatically logged in Hubspot, and so that you can use Hubspot's email tools directly from within your inbox.
1
On any contact records, click the "Create an email" toggle button
2
Write your email
3
Click "Send" when done.
4
You can now see your email sent in the contact's timeline.
Use Hubspot's email templates
5
Click here.
6
Click "Templates"
7
Click "Select"
Alert! If you can't find the Template created by another team member, change the owner setting
8
The template will be added to your email. Review it and fix any errors.
9
Click "Send" when done.
Use Sequences
10
Click "Sequences"
11
Select your Sequence.
12
Check your sequence and fix any errors.
13
Click "Start sequence"
Add Documents to your emails
14
Click "Documents"
15
Click "Select"
