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Master the HubSpot Keyboard

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Master the HubSpot Keyboard on iOS

The HubSpot keyboard for iOS lets you send CRM content like snippets, meetings, quotes, and product information directly from your mobile device, without opening the HubSpot app every time.

This guide walks you through enabling the feature on your iPhone or iPad, switching between keyboards, and using each HubSpot keyboard category to work faster in email, messages, and other apps.

What the HubSpot Keyboard Can Do

Once turned on, the HubSpot keyboard appears alongside your standard iOS keyboards. From there, you can quickly paste CRM content into any text field that accepts third-party keyboard input.

With the HubSpot keyboard you can insert:

  • Saved snippets
  • Meeting links
  • Quotes
  • Product details
  • Payment links

The keyboard does not replace the main HubSpot mobile app. Instead, it supplements it by giving you fast access to frequently used assets while you are in other apps.

Requirements to Use the HubSpot Keyboard

Before turning on the HubSpot keyboard, make sure you meet the basic requirements.

Supported devices and OS

  • An iOS device (iPhone or iPad)
  • Recent version of iOS that supports third-party keyboards
  • The HubSpot mobile app installed from the App Store

HubSpot account access

  • An active HubSpot account
  • Permissions to access the tools you intend to use (snippets, meetings, quotes, products, or payments)

If you cannot see one of the categories in the HubSpot keyboard, check your user permissions or whether your HubSpot subscription includes that tool.

How to Enable the HubSpot Keyboard on iOS

To start using the HubSpot keyboard, you must first turn it on in the HubSpot mobile app, then allow it in your iOS system settings.

Step 1: Turn on the keyboard in the HubSpot app

  1. Open the HubSpot mobile app on your iOS device.
  2. Tap your profile picture or user icon.
  3. Go to Settings.
  4. Locate the option for the HubSpot keyboard.
  5. Toggle the setting to enable the keyboard feature.

At this point, the HubSpot keyboard is allowed inside the app but still needs to be activated in your iOS settings.

Step 2: Allow the HubSpot keyboard in iOS settings

  1. On your iPhone or iPad, open the Settings app.
  2. Tap General > Keyboard.
  3. Select Keyboards to see the list of installed keyboards.
  4. Tap Add New Keyboard.
  5. Under Third-Party Keyboards, select HubSpot.
  6. Once added, tap the HubSpot keyboard entry.
  7. If needed, toggle Allow Full Access to ON so the HubSpot keyboard can access your CRM content.

After these steps, the HubSpot keyboard is fully available on your device and ready to use in compatible apps.

How to Switch to the HubSpot Keyboard

When typing in an app, you can swap between your standard iOS keyboard and the HubSpot keyboard with a simple gesture.

  1. Open any app with a text field, such as Mail, Messages, or a notes app.
  2. Tap in a text field to bring up the iOS keyboard.
  3. Press and hold the globe or smiley icon at the bottom left of the keyboard.
  4. In the list of available keyboards, tap HubSpot to switch.

The HubSpot keyboard will appear with category icons for snippets, meetings, quotes, products, and payments, depending on your account and permissions.

Using HubSpot Snippets in the Keyboard

The snippets section lets you paste prewritten text blocks anywhere you can type. This is useful for quick replies, follow-ups, and standardized messages.

Insert a snippet with the HubSpot keyboard

  1. Switch to the HubSpot keyboard in your app.
  2. Tap the Snippets icon.
  3. Browse or search for the snippet you want to use.
  4. Tap the snippet to insert its text into your message or email.

The snippet content appears exactly where your cursor is placed, so you can add a personal line before or after it if necessary.

Using HubSpot Meetings Links

The meetings section of the HubSpot keyboard lets you share your booking links without leaving the conversation.

Share a meetings link with the HubSpot keyboard

  1. Switch to the HubSpot keyboard.
  2. Tap the Meetings icon.
  3. Pick the specific meeting link you want to send.
  4. Tap it to insert the URL and any default accompanying text into your message.

This works well for inviting prospects or customers to book a call directly from SMS, WhatsApp, or email on your iOS device.

Using HubSpot Quotes from the Keyboard

If you create sales quotes in your CRM, the HubSpot keyboard lets you share them quickly when you are on the go.

Insert a quote link via the HubSpot keyboard

  1. Open the conversation or email draft where you want to share a quote.
  2. Switch to the HubSpot keyboard.
  3. Tap the Quotes icon.
  4. Select the quote you need from the list.
  5. Tap it to paste the quote link into the text field.

The customer receiving the link can open the quote in their browser, review details, and complete any actions you have enabled, such as e-signature or payment.

Using HubSpot Products and Payments

Depending on your subscription, you may see additional sections in the HubSpot keyboard to help you share product or payment information directly from your CRM.

Insert product details with the HubSpot keyboard

  1. Switch to the HubSpot keyboard in your app.
  2. Tap the Products icon.
  3. Search or scroll to find the product you want to send.
  4. Tap the product to insert its information into your message.

This is useful for sending standard product descriptions, names, or related details from your mobile device without manually typing them.

Share payment links using HubSpot

  1. Switch to the HubSpot keyboard.
  2. Tap the Payments icon, if available.
  3. Choose the appropriate payment link.
  4. Tap to insert it into your email or chat.

Customers can then complete their purchase through the secure payment link you shared using the HubSpot keyboard.

Tips for Getting More from the HubSpot Keyboard

  • Keep content organized: Regularly update snippets, meeting links, and products in your HubSpot account so the keyboard always shows current options.
  • Test in different apps: Try the HubSpot keyboard in email, SMS, and social apps to find where it saves you the most time.
  • Review permissions: If something does not appear, confirm your HubSpot permissions for that tool.

Where to Learn More About the HubSpot Keyboard

For the full, official documentation and the latest updates on supported features, review the help article on the HubSpot knowledge base: Use the HubSpot keyboard.

If you are planning a broader CRM or website strategy around HubSpot, you can also consult a specialist agency such as Consultevo for implementation and optimization support.

Once the HubSpot keyboard is enabled and configured, you can respond faster, keep messages consistent, and bring key CRM assets into any iOS app where you type.

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