Labour-Saving Tools in HubSpot

HubSpot is packed with powerful tools designed to streamline workflows, reduce manual effort, and improve efficiency. If your team is spending too much time on repetitive tasks, it’s time to explore HubSpot’s labour-saving features. In this post, we’ll walk through three essential tools—Templates, Snippets, and Playbooks—that can help you work smarter, not harder.

1. Templates: Saving Time on Repetitive Emails

If your team sends the same types of emails over and over—whether it’s follow-ups, introductions, or sales outreach—HubSpot’s Email Templates can be a game-changer. Instead of manually drafting emails every time, you can create reusable templates that your team can personalise with just a few clicks.

Why Use Templates?

• Speed up email outreach – No more copying and pasting from old emails.
• Ensure consistency – Keep messaging on-brand and error-free.
• Track performance – See which templates are most effective with open and reply rate insights.

Pro Tip: Use personalisation tokens to pull in contact details automatically, making templated emails feel more tailored. Above we use "Contact: First Name" which pulls the correct information from the specific contact record.

2. Snippets: Quick Responses for Common Questions

Snippets are short, reusable text blocks that can be inserted into emails, live chats, and notes. If your team frequently answers the same customer questions, snippets can help you respond in seconds.

How Snippets Help:

• Instant responses – Speed up customer interactions with pre-written answers.
• Consistent messaging – Ensure accurate information is shared every time.
• Easy accessibility – Use a simple shortcode to insert a snippet anywhere in HubSpot.

Use Case Example: We type #dns to instantly insert a snippet with DNS details, related to the specific domain changes we need to make instead of manually typing it out each time.

3. Playbooks: Streamlining Sales & Support Calls

For teams handling sales calls or customer support, Playbooks are a structured way to guide conversations. These interactive scripts and checklists ensure reps ask the right questions and follow best practices without missing key details.

Benefits of Playbooks:

• Keep conversations on track – Ensure reps follow a structured approach.
• Improve data collection – Automatically log responses into the CRM.
• Train new team members faster – Standardised processes make onboarding easier.

Example Playbook: A sales team could use a Playbook to guide discovery calls (such as solutions design), ensuring they ask qualifying questions before moving opportunities further down the funnel.

Final Thoughts: A Smarter Way to Work

HubSpot’s Templates, Snippets, and Playbooks are simple yet powerful tools that help teams save time, improve consistency, and reduce manual effort. Whether you're in sales, marketing, or customer support, these features can free up valuable time so you can focus on what matters most—building relationships and closing deals.

Looking to optimise your HubSpot setup? Get in touch with us and we’ll help you make the most of these labour-saving tools.