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How to Create and Send a Sales Email Template

Templates are pre-made emails that you can customize and send to your contacts without having to type the same basic content each time.

Note: Bonus material at the bottom to equip you with prebuilt templates and ideas.

Create a template

  • In your HubSpot account, navigate to Conversations > Templates.
  • Click New template, then select From scratch.
  • Enter a Name (what you want the template to be called) and Subject (what you want the suject line to say to your recipient) for your template.
  • Type your desired text into the body of your email.
  • Use the formatting options at the bottom of the editing window:
    1. Use the formatting options at the bottom of the editing window to modify the text. 
    2. To edit the font style and size, or edit the text alignment, click the More dropdown menu.
    3. To add hyperlinked text, click the link icon link.
    4. To insert an image, click the image icon insertImage.
    5. To include personalization tokens in your email template, click the Personalization dropdown menu. 
    6. To insert a snippetssales documentmeeting link, or video, click the Insert dropdown menu.
  • When you've finished creating your template, click Save template
Edit Template

Send your template

After creating your email template, you can use it to send emails from the CRM.

  1. In your HubSpot account, navigate to any one of these areas: Contacts, Companies, Deals, orTickets.
  2. Click on a record to open it.
  3. In the left panel, click the Email icon email.
  4. At the top of the pop-up box, click Templates.




  1. In the dialog box, hover over the template you want to send and click Select.
  2. Customize the content as needed, the click Send.
  3. The email will be tracked automatically, and the information will be added to your template report data.


BONUS:  Check out these 10 Sales Email Templates, 30 Prospecting Templates and New Business Templates