Customer Success

HubSpot Snippets: Your Shortcut to Quick Responses

Use HubSpot Snippets to insert pre-written text blocks quickly, ensuring consistent and speedy responses to repeated emails or questions.

Sign up for updates on new features, releases, and smart ideas worth knowing.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Category

Customer Success

Type

Email Templates

Tool

HubSpot

All Templates

Ever find yourself typing the same email or support answer over and over? It’s a common hassle for digital teams. Repeating those “Thanks for reaching out…” messages or routine status updates wastes precious minutes. What if you could reply in seconds instead of minutes?

‍

‍Enter HubSpot Snippets, a nifty feature that lets you insert pre-written blocks of text with a simple shortcut. In this tip, we’ll show you how to use snippets to save time and ensure consistency in your communications.

The Problem

For many sales, marketing, or support pros, a chunk of the day is spent answering the same questions or writing repetitive emails. Manually retyping (or copy-pasting from an old email) is not only tedious, it’s easy to make mistakes. Important details can be left out, and tone can vary each time. The result? Inconsistent messaging and time wasted on routine replies.

How Snippets Solve It

HubSpot’s Snippets feature is like text shortcuts on steroids. You create a library of short, reusable text blocks – from a single sentence to a few paragraphs – that you can summon with a few keystrokes. Whether it’s driving directions to your office, a pricing blurb, or a common troubleshooting step, Snippets let you drop it into an email or CRM note instantly. It keeps your messaging consistent, and you’ll never have to write that chunk of text from scratch again.

Step‑by‑Step: Using HubSpot Snippets for Fast Replies

Step Description
1. Create a New Snippet In your HubSpot account, navigate to Conversations > Snippets (or Sales > Snippets, depending on your setup). Click "Create snippet." Give your snippet a clear title (e.g., "Pricing Explanation") and write the text you want to reuse. Keep it concise and fill in any placeholders (like [Client Name]) that you'll personalize later.
2. Set the Shortcut Assign a shortcut for the snippet. HubSpot lets you choose a shortcut phrase starting with # for quick insertion. For example, you might use #pricing. (Make sure it's unique and memorable, since typing this triggers the snippet.)
3. Save Your Snippet Click save. Your snippet is now stored and ready to use across your HubSpot tools – in emails, live chats, CRM notes, etc.
4. Use the Snippet in an Email When writing an email in HubSpot (or logging a note, etc.), type your snippet shortcut (for example, #pricing). A small menu will pop up suggesting your snippet. Press enter to insert it. Boom – your pre‑written text appears in the email. No more retyping that entire section!
5. Personalize and Send Tweak any placeholder text (e.g., add the client's name or specific details) within the inserted snippet text. Then send your email as usual. You've just responded with lightning speed while keeping the message on‑point.

Try It Now

Give HubSpot Snippets a try now: think of one message you send all the time, and turn it into a snippet today. You’ll feel the time savings immediately the next time that question pops up. Consistent, quick replies will become your new norm. Try it now, and if you want more clever time-saving tricks for your team, get in touch with Yopla – we’re here to help you work smarter!