Use snippet shortcuts in Outlook and Gmail

cduffy

Right now you can only use shortcuts for Snippets when drafting emails within the HubSpot CRM (typing in # with the name of your shortcut to insert it directly into an email, rather than having to click on "Snippets" and find it in the popup).

 

It would be a total game changer if we could use these shortcuts in Outlook and Gmail!

HubSpot updates
Status updated to: Idea Submitted
Feb 25, 2021

Status updated to: Delivered
Mar 30, 2020

Snippets is now available in the HubSpot Chrome Extension and O365 Add-On. Please let me know if there are any additional questions or feedback!

14 Replies
StephanieB
Contributor | Elite Partner

I wish I could upvote this 100 times

shantiopp
Member

Agreed! In the Outlook browser version, you cannot even use snippets from the HubSpot sales icon options

MatthewBoyd
Contributor | Elite Partner

This really needs to be done! Even if not as simple as #, some kind of shortcut would be life-changing!

shantiopp
Member

This would actually be clutch. A substantial number of orgs use Outlook Desktop as their primary email software

CCasemore
Participant

I am on the latest Outlook for Windows (and Mac) desktop client as part of Office 365 and am using HubSpot Sales Pro's Snippets feature. There currently isn't the capability of using the Snippets' keyboard shortcut (eg. #email) to auto-insert Snippets based on a pre-defined text string; this is currently limited to email composing within HubSpot itself.

 

Please add the Outlook plugin capability of using Snippet keyboard shortcuts. Thank you.

jcj87
Contributor

This will solve the problem that companies with more than 50 users face. As you can see attached, once everybody is using the tool, it gets a mess and is almost impossibleSnippets.JPG to find the right snippet.

mad_d
Member

Totally agree. It's a huge mess! 

Status updated to: Delivered
Flora
HubSpot Product Team

Snippets is now available in the HubSpot Chrome Extension and O365 Add-On. Please let me know if there are any additional questions or feedback!

StephanieB
Contributor | Elite Partner

@Flora is there a tutorial or screenshot? I can't find it/don't seem to see it. Or do I need to do something to make it happen in my email?

MatthewBoyd
Contributor | Elite Partner

Think there may have been a mix up here. Snippets are indeed available, but being able to 'hotkey' them into emails would be golden

 

StephanieB
Contributor | Elite Partner

Yeah agreed @MatthewBoyd as you said snippets have been available for awhile. This idea/thread is becasue we want the "hotkey" insert option.

@Flora 

Pavlo
Member

@MatthewBoyd I agree with the point. The shortcut/hotkey input option is needed for emails.

Status updated to: Idea Submitted
hroberts
HubSpot Product Team
 
LeoV33
Member

Hi HubSpot Idea team, is there any updates on this thread? Will there be "#tag" available in Outlook apps and will there be a "Category" for all the mess snippets dropdown options in Outlook app?