You ask and Hubspot listens. One of the latest updates to the Hubspot app is the one we have all been waiting for, particularly if like me, you are a fan of templates, snippets, meeting links and documents.
With the new update to the mobile app you can now bring the power of the CRM into the mobile apps you use such as WhatsApp, LinkedIn, and Slack.
HubSpot Keyboard, baked into the HubSpot mobile app, is an alternative to your default mobile keyboard that allows you to insert information from your HubSpot CRM such as snippets, meeting links, quotes and documents.
In the mobile app, you can easily access the HubSpot Keyboard by tapping on the ‘+’ sign in the lower right corner, which is similar to how Google's Gboard works. You can then search for any content stored in your CRM or create new snippets and documents (you'll need to make sure that you have your CRM data synced to your mobile device first).
The HubSpot Keyboard also helps you save time by allowing you to quickly copy and paste snippets, meetings links, quotes, and documents directly into conversations. You can even share multiple items at once!
So now when you’re chatting with customers or colleagues, it's easy to include anything from a meeting link to customers.
A sales rep works where their customer engages. This engagement can be through email, instant messaging like SMS or WhatsApp, phone calls, meeting for lunch - wherever the customer chooses. It is up to the rep to meet the customer on their terms.
The apps on your phone provides you with a way to engage with your prospects, but these apps don't communicate to HubSpot. This leads to reps either saving snippets to their note apps to copy and paste in an email or bookmarking meeting links to share in an SMS.
This is where the HubSpot Keyboard comes in - it brings time-saving tools such as snippets and meeting links into a sales reps favourite mobile apps so they are always communicating with the context they need.
The HubSpot Keyboard allows reps to quickly and easily access snippets, meeting links and more from their favourite apps such as Slack, WhatsApp, Facebook Messenger and Twitter. This removes the need for manual data entry into HubSpot and ensures that customer interactions are tracked with accuracy.
With a single click of the HubSpot Keyboard button, reps can search for snippets they have previously saved , or quickly copy and paste meeting links into an email or bookmarking meeting links to share in an SMS.
With the HubSpot Keyboard, reps can now save time on data entry whilst increasing accuracy by quickly accessing meeting links and snippets from their favourite mobile apps. And with customer interactions tracked more accurately than ever before, sales teams can now focus on what matters most – delivering great customer experiences. No other CRM App in the market does this.
The HubSpot Keyboard allows a user to insert information from the CRM into any field where you can type in text.
This can be in WhatsApp, iMessage, Gmail, Slack, LinkedIn, Facebook Messenger, Notes app. etc. You can even use the keyboard inside the HubSpot App too.
The information available in the keyboard includes:
Snippets
Meeting Links
Documents (iOS Only, Android coming soon)
Quotes (iOS Only, Android coming soon)
Once you've installed or updated to the latest version of the iOS and Android App, you will be able to enable the keyboard. The instructions to enable the keyboard vary between platforms, so please follow the instructions here to enable this on your phone.
Once the keyboard is enabled, just tap on the Globe or Keyboard icon on your phone to switch to the HubSpot keyboard.
Snippets and Meeting Links are standard out of the box features of Hubspot CRM. Documents and Quotes are features of Sales Hub.