HubSpot - Sending Emails

Sending emails through HubSpot is a straightforward process, whether you are sending one-to-one emails as a sales rep or mass marketing emails to segmented contact lists. Here’s how you can send emails using HubSpot, along with the key options available. 

1. Navigate to a Contact Record:

• Go to the Contacts section of HubSpot CRM and select the contact you want to email.

2. Click the "Email" Tab:

• Within the contact’s profile, click the “Email” tab, which opens a simple email editor.

3. Compose the Email:

• Type your message in the email editor. You can personalize the email by using Personalization Tokens (e.g., first name, company name) based on the contact’s CRM data.

• Add attachments if necessary (e.g., brochures, contracts).

3. Use Templates or Snippets (Optional):

• Choose from pre-made email templates if you have saved any for quick communication.

• Insert snippets (short pre-written phrases or sentences) to streamline the writing process.

4. Send or Schedule:

• You can either send the email immediately or use the scheduling option to send the email at a later time or on a particular date.