CRM & Contact Context

Pick a contact, company or deal and your template fills itself in. CRM variables like Contact First Name, Company Name and Deal Name take their values from the record you choose, so you never retype what your CRM already knows.

::interactive{component="crm"}

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Quick Start

1. Use CRM variables — Insert Contact First Name, Company Name or Deal Name in any template. The core set works on every plan: type the values in, or let a connected CRM fill them.
2. Connect your CRM (optional) — An owner or admin opens [**Integrations → HubSpot