App Tutorial

Export HubSpot Emails as HTML: A Step-by-Step Guide

author
Jason Gong
App automation expert
Apps used
HubSpot
LAST UPDATED
May 5, 2024
TL;DR

To export HubSpot emails as HTML, utilize the web version of the email or share the email with a partner to access its HTML code. These methods allow for the extraction of HTML for use in other platforms or for sharing purposes, though some styling or dynamic content adjustments may be necessary.

Enhance your HubSpot email workflows and ensure seamless integration with other platforms by automating your HubSpot processes with Bardeen.

Exporting emails from HubSpot as HTML is a valuable skill for marketers and developers looking to repurpose content or integrate with third-party platforms. By extracting the HTML code, you can easily share HubSpot emails outside the platform while retaining their design and functionality. This step-by-step guide will walk you through the process of exporting HubSpot emails as HTML using both native features and external tools, ensuring seamless compatibility across various email clients. Automate repetitive tasks like email management with Bardeen, an AI-powered browser extension that turns complex workflows into a single click, no coding required.

Introduction to Exporting Emails from HubSpot

Exporting emails from HubSpot is essential for sharing content or using them on third-party platforms. By extracting the HTML code, you can repurpose emails outside of HubSpot while maintaining their design and functionality. Key benefits include:

  • Seamlessly integrate HubSpot emails with external systems
  • Collaborate with team members who don't have HubSpot access
  • Backup and archive email content for future reference

Exporting contacts to HubSpot from other sources like Gmail can also streamline your email management. This guide will walk you through the process of exporting HubSpot emails as HTML using native features and external tools, ensuring compatibility across various email clients.

Using Built-in and External Tools for HTML Export

HubSpot offers native features to access email HTML indirectly. While not a direct export option, you can use the email preview feature to obtain a shareable link and subsequently the HTML code. This method allows you to create HubSpot tickets from email data, aligning with managing email HTML within HubSpot.

Third-party tools like Postcards and Stripo enhance HTML export capabilities, providing more flexibility and customization options. These tools integrate seamlessly with HubSpot, allowing you to create email templates and export them as HTML files compatible with various email clients.

When choosing an external tool, consider factors such as:

  • Ease of integration with HubSpot
  • HTML customization options
  • Compatibility with different email clients
  • Pricing and scalability

By leveraging both built-in features and external tools, you can streamline your email management process and ensure consistent branding across platforms.

Practical Steps to Export Email as HTML from HubSpot

To export an email as HTML from HubSpot, follow these steps:

  1. Navigate to the email you want to export in the HubSpot email editor.
  2. Click on the "Actions" button and select "Preview."
  3. In the preview window, click on the "Copy shareable link" button.
  4. Paste the shareable link in a new browser tab or window.
  5. Right-click on the email and select "Save As" to export the HTML file.

Alternatively, you can access the email's HTML code by:

  1. Sending a test email to yourself.
  2. Opening the email in your inbox.
  3. Using your email client's "View Source" or "Inspect" feature to access the HTML code.

Once you have the HTML code, copy and paste it into a text editor like Notepad (PC) or TextEdit (Mac). Save the file with a ".html" extension, and you're ready to share the HTML email file with your partner.

Optimizing and Testing HTML Emails for Third-Party Use

Before sending your exported HTML email to partners or using it in third-party platforms, it's crucial to optimize the code and test it for compatibility across various email clients. Here are some key steps:

  1. Inline your CSS styles to ensure consistent rendering, as some email clients strip out styles.
  2. Use a tool like Email on Acid to preview your email in 100+ clients and devices.
  3. Check for broken links and images that may not load properly in certain environments.
  4. Ensure your email is responsive and mobile-friendly, as many users read emails on smartphones and tablets.
  5. Validate your HTML and CSS to catch any errors that could cause display issues.
  6. Send test emails to yourself and colleagues using different email clients to spot any problems.
  7. Consider using an email automation tool to streamline the testing process.

By taking these steps, you can be confident that your exported HTML email will look and function as intended when shared with partners or used in third-party systems, maximizing its impact and effectiveness.

Automate HubSpot Workflows with Bardeen: A How-To Guide

While exporting emails from HubSpot as HTML can be done manually using the methods described above, automating your marketing and sales processes can significantly enhance productivity and accuracy. Bardeen offers powerful automations that not only streamline email handling but also enrich your HubSpot ecosystem with valuable integrations.

Here are some examples of how Bardeen can automate your HubSpot workflows:

  1. Summarize and save new emails to HubSpot using OpenAI: Automatically summarize incoming emails and save them as tickets in HubSpot, ensuring no critical information is missed.
  2. Create a HubSpot Ticket from the currently opened email: Directly create HubSpot tickets from your email content, streamlining customer support and follow-up processes.
  3. Automatically Create HubSpot Contact from Gmail Email: Seamlessly create contacts in HubSpot from new Gmail emails, perfect for capturing leads and streamlining your CRM.

Embrace the power of automation by downloading the Bardeen app today.

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