Send & reply to emails in HubSpot CRM

You can send or reply to emails from a contact record (page) or an associated company, deal, or ticket record.

Send Emails in the HubSpot CRM

1. In HubSpot, navigate to the contact (or company, deal, or ticket associated with the contact you would like to send an email to).

2. In the center column, click Email on the top right

Create-Email

3. Type something brilliant in your email body or click Templates which populate the body of your email with an email template. You can also insert tracked Documents or Meetings links, or enroll your contact in a Sequence.

4. BON VOYAGE! (Click Send)

Reply to an email in the HubSpot CRM

1. In HubSpot, navigate to the contact (or company, deal, or ticket associated with the contact you would like to send an email to).

2. Locate the email you would like to respond to on the timeline - at the bottom of the email, click Reply (all).

3. Type your email.

4. SEND AWAY! (Click Send)