Add Email Signature in HubSpot: A Step-by-Step Guide

How to Add Signature in HubSpot

Adding an email signature in HubSpot is a straightforward process that enhances your emails' professionalism and brand identity. Whether you're sending marketing emails or one-on-one messages through the CRM, a well-crafted signature can provide recipients with valuable information and additional resources. This guide covers the steps to create and implement signatures in HubSpot using the HubSpot Email Signature Generator and the CRM settings.

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HubSpot Email Signature Generator

The HubSpot Email Signature Generator is a free tool designed to create a professional email signature effortlessly. Here's how to use it:

1. Select a template from the first tab in the editor.
2. Input your details, such as name, email address, and phone number, in the second tab.
3. Customize the style of your signature by selecting brand colors, font, and size in the third tab.
4. Upload any images you want to include in your signature, like a profile picture or company logo, in the fourth tab.
5. Once you're satisfied with your signature, click the 'Create Signature' button to confirm your details and unlock it for use.

After creating your signature, use the "Copy" calls-to-action to copy the signature or the source code. You can then insert this signature into your email client.

Add Email Signature in HubSpot CRM

To add a personalized signature to your one-on-one emails sent through the HubSpot CRM, follow these steps:

1. Copy the source code from the Email Signature Template Generator.
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' to apply your new signature.

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

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Personalized Signature in Marketing Emails

When sending marketing emails, you can use the 'Signature' personalization token to display the contact owner's signature at the end of your email. Each contact owner can customize their own signature in their profile settings. To insert a personalized signature in marketing emails:

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. In the rich text toolbar, click 'Personalize'.
4. Select 'Contact' from the 'Type' dropdown menu.
5. Search for 'Contact owner' then select the 'Contact Owner' option.
6. Select 'Signature' from the 'User property' dropdown menu.
7. Click 'Insert' to add the signature token to your email.

Note: To preview this functionality, use the 'Receive email as a specific contact' option when sending a test email.

Adding a signature in HubSpot can be manually done as explained above, or it can be streamlined through automation to enhance efficiency, particularly when managing multiple team members' signatures or ensuring consistency across various email communications. Automating mundane tasks like updating email signatures ensures that your team can focus on more strategic tasks, making sure every email sent out is not only consistent with branding but also up to date with the correct contact information and social links. This is where Bardeen comes into play, offering powerful automation playbooks that integrate seamlessly with HubSpot.

1. Create a HubSpot contact from an email: This playbook automates the process of adding new contacts into your HubSpot CRM directly from your email. Perfect for streamlining lead capture and ensuring no potential contact slips through the cracks.
2. Automatically Create HubSpot Contact from Gmail Email: Leveraging emails received in Gmail, this playbook automates the creation of new contacts in HubSpot, enhancing your CRM's data accuracy and saving valuable time.
3. Sync LinkedIn Emails with HubSpot CRM: Enhance your CRM workflow by automating the process of enriching and updating HubSpot leads with LinkedIn emails. This playbook ensures a seamless flow between LinkedIn networking and HubSpot CRM management.