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Create Sales Email Templates

In this guide, we will show you how to create and use email templates.

Applies to: All products and plans

From Scratch:

  1. Navigate to CRM > Message Templates.
  2. Click New template in the top right of the page, then select From scratch.
  3. Enter a Name and Subject, then build out your template.

Tip: Use placeholder text or highlight for sections you would edit.

Share a Template:

HubSpot provides two options: Private and Shared with everyone. 

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Add a Template to a Folder:

  1. Open the template, Click the Select a folder dropdown menu.
  2. Select the desired folder.

Send a Template:

When your email template is created, you can use it to send emails from the CRM.

1.   Navigate to your records:
    • Contacts: CRM > Contacts
    • Companies: CRM > Companies
    • Deals: CRM > Deals
    • Tickets: CRM > Tickets

2.   Click the name of the record.
3.   In the left panel, click the Email icon.

4.   In the pop-up box, click Templates.