App Tutorial

HubSpot Email Signature Setup Guide in 5 Steps

author
Jason Gong
App automation expert
Apps used
HubSpot
LAST UPDATED
April 15, 2024
TL;DR

Adding an email signature in HubSpot involves using the Email Signature Template Generator, accessing your Profile & Preferences, and pasting the generated HTML code. This enhances your emails with essential contact information and promotes your brand.

Automate your HubSpot workflows to save time and ensure consistency in communications. Automate your HubSpot tasks with Bardeen.

How to Add Email Signature in HubSpot

Adding an email signature in HubSpot enhances your emails by providing essential contact information and promoting your brand effectively. Whether you're sending one-on-one sales emails or marketing emails, HubSpot allows you to personalize your email signature with ease. Here's how you can set up and manage your email signature in HubSpot.

Automate your HubSpot workflows to save time on manual tasks. Start by downloading the Bardeen app.

HubSpot Email Signature

To create a personalized email signature in HubSpot, ensure you have HubSpot CRM installed and have Sales access in your user permissions. Here are the steps to add an email signature for your one-on-one emails sent through the CRM:

  1. Copy the source code from the Email Signature Template Generator by HubSpot.
  2. Log in to your HubSpot account and click your account name in the top right corner, then select Profile & Preferences.
  3. Scroll down to the Signature section and select the Edit signature option on the right.
  4. Select the HTML option on the top right and paste the code generated by the Email Signature Template Generator into the text box.
  5. Click Save.

If you want to customize the font of your signature, you can use the 'face' attribute in a 'font' tag in the HTML editor, but be aware that many fonts are not supported across email clients.

HubSpot Email Signature Generator

The HubSpot Email Signature Generator is a free tool that allows you to create a professional email signature. Follow these steps:

  1. Start by selecting a template you want to apply to your email signature.
  2. Input your email signature details, such as your name, email address, phone number, etc.
  3. Stylize your signature by selecting your brand colors, a font, and a font size.
  4. Upload any images you want to display in your email signature, including a profile picture and a company logo.
  5. Once you're done editing, click the Create Signature button to confirm your signature details and unlock it for use.

After unlocking your email signature, use the "Copy" calls-to-action to copy the signature or the source code, depending on your email client's requirements.

Personalized Signature in Marketing Emails

When sending marketing emails through HubSpot, you can use the Signature personalization token to display the contact owner's signature at the end of your email. This signature is pulled from their profile settings. To insert a signature token in a marketing email:

  1. Navigate to Marketing > Email in your HubSpot account.
  2. Edit an existing email or create a new one.
  3. Click into the body of your email where you want to insert the signature token.
  4. In the rich text toolbar, click Personalize and select the Contact type.
  5. Search for Contact owner then select the Contact Owner option.
  6. In the User property dropdown menu, select Signature.
  7. Click Insert.

Note: To preview the signature in a test email, use the Receive email as a specific contact option.

Explore how to integrate HubSpot with Salesforce, integrate HubSpot with LinkedIn, and sync HubSpot and Slack for enhanced efficiency and outreach.

Boost HubSpot Efficiency with Bardeen Automation

While adding an email signature in HubSpot manually is straightforward, automating your HubSpot workflows can significantly increase efficiency and streamline your processes. With Bardeen, you can automate various tasks within HubSpot, from contact creation to email management, saving you time and ensuring consistency across your communications.

Here are some powerful automation examples that Bardeen offers, directly enhancing your HubSpot experience:

  1. Create a HubSpot contact from an email: This playbook leverages Clearbit and Google Mail integrations to automatically find a contact's details from an email and create a HubSpot contact, optimizing your lead management process.
  2. Automatically Create HubSpot Contact from Gmail Email: This automation ensures that new contacts from Gmail are automatically added to your HubSpot CRM, streamlining your contact management without manual data entry.
  3. Summarize and save new emails to HubSpot using OpenAI: Enhance your email management by automatically summarizing new emails and saving them as tickets in HubSpot, including sender details and email links, using OpenAI's summarization capabilities.

Automate your HubSpot workflows to focus more on building relationships rather than manual tasks. Start by downloading the Bardeen app.

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