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Go to **Settings** > **Email Templates**. Click **+ New Template**. Write your email with personalization variables. Save the template.
`{{firstName}}` — Contact's first name `{{lastName}}` — Contact's last name `{{company}}` — Company name `{{dealTitle}}` — Deal title `{{ownerName}}` — Deal owner's name
Click **Templates** in the email composer. Select a template. Variables are auto-filled with the contact's data. Edit as needed and send.
Core Features
Creating and Using Email Templates
Last updated: 2026-04-01
Email Templates
Create a Template
Personalization Variables
Use variables to auto-fill contact data:
Using Templates
When composing an email from a contact page:
Sharing Templates
Templates can be shared across your team or kept private. Admins can create organization-wide templates.
emailtemplatespersonalizationsequences
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