Saved responses for one-to-one email

Save the words you send often. Use them when you email one person from a contact or a deal.

Many emails to clients say the same thing: a showing follow-up, a thank-you, a request for a document. Now you write the words once and use them again.

Use a saved response

• Open a contact or a deal and select Email.
• Select Saved responses. Search, or choose one from Yours or Workspace.
• The words go where your cursor is. Personal fields, such as the first name, fill in for the person you email.
• Change any word, then select Send.

Save a response

Write the subject and the message, then select Save as a response. Your responses are private. To share one with your team, open its menu in Email → Templates and select Share with team. Admins can also save a response for everyone in the workspace.

In automations

An automation's Send a message step can use a saved response. Each person on the record gets their own copy, from the record's owner.

Claude, ChatGPT and Muse can list your saved responses and send one to a contact. They show you a preview first. See Saved responses.