Deal Properties in Sales Email Templates

The sales email templates only allow the use of Contact & Company properties but a lot of contextual data is captured in the Deal. It would be great if we could use Deal properties in the email templates – we could make the emails way more relevant and avoid a whole lot of copy pasting we're having to do right now.

HubSpot updates
18 Replies
bcutler
New Contributor

Please add this feature. 

Mjennings
New Contributor

We would love that functionality as well!

Finnspin
Occasional Contributor

Agreed. This is a no brainer, which would greatly improve things.  The issue is that deals are one-to-many relationship with one client to many deals, so choosing which deal it would pick from would make things complicated for their development team.  

LasseKudsk
New Contributor

+2. This feature is most needed. It was an huge surprise when I realised it wasn’t possible.

beck12
Occasional Contributor

Agreed.  Definitely need deal tokens in sales templates.

gussn
New Contributor

This is a must need feature! 

 

Since we have more than one deal for some contacts or companies, it's definitely importante for us to be able to automate deal properties on email.

en1
New Contributor

This would be hugely benefical l to myself and my company. We are now having to type the details into the contact AND the deal.

This would save us half the amount of time.

 

 

HubSpot Product Team
HubSpot Product Team
updated to: Delivered

You can add deal personalization tokens into your sales templates. If you send a template that has deal tokens in it from a contact or company record, or from your email client using a sales extension, we'll pull in values for the most recently created deal associated to that record. If you send a template from a deal record, we'll pull in values from that deal.