Using HubSpot Snippets

Efficient communication is key to managing customer relationships. HubSpot Snippets allow you to insert pre-written text into emails, notes, and tasks, ensuring consistency while saving time.

Instead of manually retyping the same information, you can quickly use shortcuts to insert standardized messages.

Let's dive into how to create and use snippets effectively in HubSpot.

Step 1: Accessing Snippets in HubSpot

To get started with Snippets, follow these steps:

1. From your HubSpot dashboard, go to Library > Snippets;
2. Here, you can create, manage, and access all saved Snippets;
3. Click Create Snippet to begin.

📌 Snippets are useful for frequently used text, such as follow-up emails, call scripts, or FAQs.

Step 2: Creating a New Snippet

1. In the Snippet Name field, enter a recognizable name (e.g., Follow-up Email);
2. In the Content section, type the text you want to insert;

   Example

   Hi [First Name],
   Thank you for reaching out! Let me know how I can assist you.

3. Click Personalize, then select First Name to insert the customer’s name dynamically;
4. Create a Shortcut (e.g., #followup) to easily insert this snippet later;
5. Click Save Snippet.

📌 Now, this snippet can be quickly used in emails, notes, and tasks.

Step 3: Creating a Call Script Snippet

1. Click Create Snippet again;
2. Name it Call Script;
3. Enter a pre-written sales call script for your team to use;

   Example

   Hi [First Name],
   I'm reaching out to discuss how we can help with [service/product]. Do you have a few minutes to chat?

4. Assign a shortcut (e.g., #callscript) to quickly insert it;
5. Click Save Snippet.

📌 This ensures that all team members use the same consistent script during calls!

Step 4: Using Snippets in Tasks

1. Navigate to CRM > Tasks;
2. Open a pre-existing task (e.g., Follow-up Task);
3. In the Notes section, insert a snippet in two ways:
   • Type the shortcut (e.g., #callscript) and press Enter;
   • Click the Insert Snippet button and choose the snippet.
4. Click Save—your task now includes a pre-written script for reference.

📌 This is useful for ensuring that sales and customer support teams follow a structured approach!

Conclusion

By using Snippets in HubSpot, you can streamline communication across emails, notes, and tasks, reducing repetitive work while ensuring consistency.

Whether you're sending follow-ups, keeping records, or managing team interactions, snippets help you work faster and more efficiently.