The HVAC industry often means juggling emergency calls, seasonal demand spikes and fierce local competition. When your schedule is busy during the heatwaves of summer and the cold of winter, but grilling in the spring, staying top of mind with customers is crucial. This is where email marketing for HVAC companies comes into play.
Email marketing generates $36-40 for every $1 spentThis makes it still one of the most cost-effective marketing channels. In fact, email marketing has one average ROI of 4200% specifically for HVAC companies.
But any old email tool isn’t enough for HVAC companies.
You need tools to manage appointment reminders, seasonal maintenance campaigns, and device replacements without being too technical. The right software automates follow-ups, segments customers by system type, and tracks which campaigns actually fill your calendar.
This guide lists the best email marketing platforms designed for HVAC companies like yours (e.g. HubSpot), including pricing, must-have features, and how to choose the right one for you.
Note: Heating and air conditioning companies Viessmann orders increased by 12% and revenue increased by 15% by using HubSpot.
Table of contents
What is Email Marketing for HVAC Companies?
Email marketing For HVAC companies, it’s all about using targeted email campaigns to stay in touch with customers – from the initial installation of their equipment or maintenance, to annual maintenance, and eventual replacement.
Unlike spray-and-pray advertising, email marketing for HVAC companies segments customers by equipment age, service history, or property type and then sends personalized messages when they are relevant and appropriate.
For HVAC contractors, this includes automatic appointment reminders, seasonal optimization campaigns, filter change alerts, and equipment replacement care sequences. The goal? Maintain your schedule year-round while building customer relationships that turn one-time service calls into lifetime maintenance contracts. HubSpot’s free email marketing tools are a great choice for HVAC companies.
Benefits of Email Marketing Software for HVAC Companies
Why exactly do HVAC companies need email marketing software? There are a handful of advantages.
Automates customer communications all year round
HVAC needs vary greatly depending on the time of year, but your customer relationships shouldn’t be affected. Email automation keeps you connected during slower periods while encouraging future device replacement opportunities.
HubSpot workflowsFor example, automatically trigger seasonal maintenance reminders, filter change alerts, and optimization campaigns based on customer equipment age and service history – ensuring no customer falls through the cracks when your schedule tightens.
Segments customers for targeted campaigns
Not every customer needs the same message. I mean, homeowners with 15-year-old systems need support for appliance replacements, while commercial customers with maintenance contracts need different points of contact than residential customers with one-off service. The right email marketing tool for HVAC companies will make this possible.
HubSpot’s CRM-powered segmentation This feature allows you to create customer lists based on device type, property classification, service history, and dozens of other criteria and then automate targeted campaigns tailored to the specific needs of each segment.
Tracks marketing ROI
With traditional HVAC advertising (radio spots, direct mail), you’re left with no choice but to guess which channels will produce results. Email marketing shows exactly which campaigns are driving bookings and sales.
HubSpot Marketing Hub connects every email to your CRM and assigns appointments and sales directly to specific campaigns.
You’ll know if your spring tune-up campaign generated 15 appointments worth $3,000 or if your equipment replacement series completed $45,000 worth of system installations.
Builds recurring revenue from maintenance contracts
One-off service calls keep you busy, but maintenance contracts provide predictable recurring revenue that smooths out seasonal fluctuations. Email nurturing turns one-time customers into contract owners.
With HubSpot, you can create automated sequences that educate customers about the benefits of preventive maintenance, showcase the benefits of contract members, and gradually encourage customers to sign up – turning transactional relationships into long-term partnerships.
Integrates with existing business tools
Your email platform shouldn’t live in isolation from your scheduling software, CRM, and other business tools. It should talk to them and work together without much manual effort on your part.
HubSpot can be integrated natively ServiceTitan, jobber, Housecall Proand hundreds of other platforms HVAC contractors already use. Customer data is synced bi-directionally so your CRM always reflects email engagement and your email campaigns are automatically personalized based on planning system data.
Now that you know why you need email marketing software, let’s get into what you should look for.
6 Key Features of Email Marketing Software for HVAC Companies
Customer segmentation and list management
No two HVAC customers are the same. They can vary significantly in terms of device age, property type and service needs.
Robust segmentation lets you send filter replacement reminders only to customers with specific device types, target commercial property managers separately from homeowners, and identify systems nearing replacement age.
HubSpot lists basically allow you to segment by any characteristics or activities logged in your CRM. When active, they automatically update as changes occur, keeping segments current as customer situations change.
Deadline-oriented automation workflows
Generic automation templates do not take into account HVAC-specific customer journeys. Look for platforms that allow you to create workflows around service appointments, seasonal maintenance windows, and stages of the device lifecycle.
While HubSpot’s visual workflow builder isn’t HVAC-specific by default, it allows you to create sequences like quote request → follow-up email → call reminder → closed deal → maintenance reminder → filter replacement → equipment replacement over multiple years.
Mobile optimized templates
Your technicians and customers are on the move. They primarily access email on phones, not desktop computers. In fact, 65% of all email opens now occur on mobile devices. This means that responsive design is non-negotiable. You need an email marketing tool that integrates this.
HubSpot’s email templates automatically adapt to smartphone screens, ensuring your seasonal campaigns and event reminders display perfectly regardless of device. You can also preview your emails on different devices before scheduling or sending.
CRM integration for complete customer transparency
Email campaigns contribute to better service delivery when you know what your customers have been through with your company – what services they have received, what emails and conversations they have had. An integrated CRM means that every email, form and website visit appears in the customer profile along with service history so you can use it for your marketing.
HubSpot’s unified platform eliminates data silos. Your marketing team sees service history while your technicians review email interactions before arriving on site.
Templates and assets for local service businesses
Starting with a blank canvas can waste time that contractors don’t have. Pre-built templates for seasonal maintenance, maintenance reminders, and equipment replacement campaigns help shorten this time and keep things moving quickly.
HubSpot offers service business templates that you can customize with your branding, stock images of HVAC equipment, technicians, and happy customers. This eliminates the need for individual photography.
Analytics that connect emails to sales
Opens and clicks count less than booked appointments and generated revenue. Look for platforms that map business results to specific campaigns.
HubSpot’s robust analytics connect every email to CRM data and show exactly which campaigns led to quote requests, maintenance bookings and device sales, as well as the lifetime value of customers acquired through each marketing channel.
Comparison Table: Email Marketing Tools for HVAC Companies
|
Email marketing tool |
Best for |
Key Features |
Prices |
|
HubSpot Marketing Hub |
Full-service HVAC companies wanting CRM integration |
Marketing automation, CRM integration, landing pages and advanced segmentation |
Free plan available; Starter for $15/month (1,000 contacts) |
|
ServiceTitan Marketing Pro |
HVAC contractors use ServiceTitan FSM |
Native ServiceTitan integration, device-based segmentation, revenue attribution |
Add-on to ServiceTitan subscription; Contact us for prices |
|
Housecall Pro campaigns |
Small and medium-sized HVAC companies use Housecall Pro |
Built-in automation, SMS + email, Mailchimp integration |
Included in Housecall Pro plans starting at $49/month |
|
Jobber + Mailchimp |
HVAC contractors use Jobber FSM |
Mailchimp integration, customer data sync, automated campaigns |
Jobber from $69/month + Mailchimp from $13/month |
|
Mailchimp |
Small HVAC companies are taking off |
Drag and drop builder, basic automation, landing pages |
Free plan available; Essentials for $13/month (500 contacts) |
|
AWeber |
HVAC companies value automation |
Intelligent designer, automated tagging, subscriber segmentation |
Free plan available; Lite for $15/month (500 contacts) |
|
ActiveCampaign |
Mid-sized HVAC companies requiring complex workflows |
Advanced automation, CRM features, predictive sending |
Lite for $29/month (1,000 contacts) |
|
MailerLite |
New HVAC Companies |
Website builder, landing pages, clean interface |
Free plan available; Growing Business for $10/month (1,000 Contacts) |
Best Email Marketing Software for HVAC Companies
1. HubSpot Marketing Hub
HubSpot Marketing HubThe strength of ‘s lies in the direct connection of marketing campaigns to your customer database (CRM). This allows you to see exactly what content drives appointments to inform your email campaigns, use customer behavior to segment lists, and improve your targeting.
Best suited for: Full-service HVAC companies that want integrated marketing automation and customer management on one platform.
Key features of HubSpot Marketing Hub:
- CRM-supported segmentation – Target customers based on equipment age, service type/history, location or property type using data automatically synced from your customer database. Send filter change reminders only to customers with specific device types.
- automation – Create sophisticated, automated drip campaigns that nurture leads from quote request to installation without the need for manual follow-ups. HubSpot’s drag-and-drop builder makes it easy to create multi-step workflows.
- AI-powered generation and personalization – HubSpot is no stranger to “personalization tokens,” but Breeze takes this to the next level, allowing you to not only create an email copy from scratch, but also use CRM data to make it truly personal for the recipient. This is important in Loop marketing.
- Unified customer timeline – Every email interaction appears in a customer profile in HubSpot along with service calls, quotes, and previous orders. Your technicians can review communication history before they arrive on site or even there to give them a better idea of what customers know or don’t know.
HubSpot Marketing Hub pricing:
- Free: Includes email marketing, forms, and basic CRM
- Starter: $15/month (1,000 contacts, 3 users)
- Professional: $800/month (2,000 contacts)
- Enterprise: $3,600/month (10,000 contacts)
2. ServiceTitan Marketing Pro
ServiceTitan Marketing Pro is one of the few email marketing tools natively integrated into Field Service Management (FSM) software. This eliminates the hassle of data synchronization and allows you to use existing customer, order and device data to run targeted email campaigns.
Best for: HVAC contractors who already use ServiceTitan and want email marketing based on their FSM data; new, small teams looking to streamline their technology toolkit.
Key Features of ServiceTitan Marketing Pro:
- audience – Native to ServiceTitan, you can create audiences based on device age, unsold quotes, expiring memberships, or service history without exporting data. Everything is automatically updated in real-time from your existing ServiceTitan database to help you target your email campaigns.
- True revenue attribution – Track which emails lead to actual booked orders and sales, not just opens and clicks. ServiceTitan connects every email with call data and completed orders for true ROI measurement.
- Set-and-forget automation – Create dynamic audiences that automatically update as customer situations change. For example, your Aging Devices campaign automatically adds customers when their systems reach 10 years old. You can also automate the sending of these emails depending on when the property is triggered.
ServiceTitan Marketing Pro Pricing:
- Available as an add-on to ServiceTitan subscription (contact for pricing details)
- Free trial periods are sometimes available
Learn more about ServiceTitan Marketing Pro
3. Housecall Pro campaigns
Housecall Pro brings email, SMS and direct mail marketing to the Housecall Pro field service platform. The Marketing Center consolidates campaign creation, planning and performance tracking, with contractors already managing orders, eliminating the need to juggle separate marketing tools.
Best suited for: Small and medium-sized HVAC companies use Housecall Pro for field service management.
Key Features of Housecall Pro Campaigns:
- Seamless data synchronization – Create email and SMS campaigns directly in Housecall Pro without switching platforms. Customer data is automatically synced from your order history and scheduling system.
- Automated campaign processes – Set up trigger-based sequences for order completion follow-ups, seasonal promotions, and maintenance reminders. Eligible customers automatically enter your funnel based on the criteria you define.
- Mailchimp integration – Do you need advanced design features? Sync your Housecall Pro customer lists and tags with Mailchimp to create sophisticated templates while maintaining basic campaigns in Housecall Pro.
Housecall Pro Campaign Pricing:
- Included in Housecall Pro plans starting at $59/month (Basic)
- The Essentials plan ($149/month) includes advanced marketing features
- 14-day free trial available
Discover Housecall Pro campaigns
4. Jobber + Mailchimp integration
Jobber integrates with Mailchimp Providing email marketing capabilities to contractors using Jobber’s field service management platform. While the integration isn’t as seamless as native solutions like ServiceTitan Marketing Pro, it does sync customer data between platforms for targeted campaigns.
The integration syncs Jobber contacts with Mailchimp so you can send emails, postcards, and even reach new customers through Facebook and Instagram ads.
Best suited for: HVAC contractors use Jobber FSM and need email marketing without having to switch platforms.
Key Jobber and Mailchimp features:
- Automatic synchronization of customer data – Automatically sync your Jobber customer list with Mailchimp to ensure up-to-date contact information without manual exports. Tags and customer characteristics are passed on for segmentation.
- Job based triggers – Use jobber data to create Mailchimp segments based on service history and then automate follow-up campaigns and seasonal reminders via Mailchimp’s automation builder.
- Dual platform management – Manage jobs and scheduling in Jobber, while managing email design, automation, and analytics in Mailchimp’s dedicated interface.
Jobber + Mailchimp Pricing:
- Jobber: Mailchimp is available with the Grow plan, starting at $149/month, 14-day free trial available
- Mailchimp: Free plan available; Essentials for $13/month (500 contacts)
View jobber prices | Check out Mailchimp pricing
5. Mailchimp
Mailchimp remains the go-to platform for small businesses, and that includes HVAC contractors. The familiar interface and extensive template library make creating professional campaigns easy, although automation features require an upgrade from the free version.
Best suited for: Small HVAC companies start email marketing on a budget
Key Mailchimp features:
- Pre-built service business templates – Choose from templates designed specifically for seasonal service campaigns and appointment reminders, which can then be customized with your branding in minutes.
- Basic automation workflows – Set up welcome series for new customers and abandoned form follow-ups (but advanced segmentation requires paid plans).
- Landing page builder – Create dedicated pages for seasonal promotions without the need for a developer and drive traffic from local ads directly to conversion.
Mailchimp Pricing:
- Free: Up to 500 contacts, 1,000 emails per month
- Essentials: $13/month (500 contacts)
- Standard: $20/month (500 contacts)
- Premium: $350/month (10,000 contacts)
6. AWeber
AWeber has earned a strong reputation in HVAC circles for its powerful automation features and intuitive subscriber management. HVAC Webmasters recommends AWeber for its Smart Designer, automated tagging and the ability to track multiple segmentations within a subscriber list.
Best suited for: HVAC companies emphasize automation and customer segmentation
Key AWeber features:
- Intelligent designer automation – Quickly create professional email campaigns with AI-powered design suggestions that adapt to your brand and previous campaigns.
- Advanced tagging system – Automatically tag customers based on their behavior (seasonal campaign opened, maintenance offer clicked) to enable sophisticated follow-up sequences.
- Canva integration – Design stunning graphics directly in AWeber using built-in Canva compatibility, perfect for creating seasonal promotional graphics.
AWeber prices:
- Free: Up to 500 subscribers, paid plans start at $12.50/month up to 500 subscribers.
7. ActiveCampaign
ActiveCampaign offers enterprise-level automation at mid-range prices. The platform’s CRM capabilities and conditional workflows handle complex customer journeys that typical contractors cannot manage manually.
Best suited for: Growing, mid-sized HVAC companies looking for complex automation workflows and CRM functionality.
Key ActiveCampaign features:
- Conditional automation logic – Create workflows that adapt to customer actions. For example, if they open an AC Tuning email but don’t book, you can automatically send a time-limited discount three days later.
- AI templates – ActiveCampaign’s AI Brand Kit lets you import colors, fonts, and logos directly from your website and then use them to generate on-brand email templates, content, and images. This is ideal for teams that may not have a designer or developer on the team and want something unique.
- Forward-looking sending – Machine learning determines the optimal time to send emails to each customer based on their historical open patterns, improving engagement rates.
ActiveCampaign Pricing:
- Lite: $15/month
- Plus: $49/month
- Professional: $79/month
- Enterprise: $145/month
Check out ActiveCampaign pricing
8. MailerLite
MailerLite offers a surprisingly robust feature set at a budget-friendly price, wrapped in one of the cleanest interfaces in email marketing.
Best suited for: New HVAC companies are building their first email marketing system
Key MailerLite features:
- Easy to use content blocks – Create professional campaigns without design experience using a variety of dynamic content blocks (e.g. quizzes, polls, countdown clocks, gallery, etc.) in a drag-and-drop editor.
- Automated workflows – Whether it’s providing a simple educational resource or a full sales funnel, MailerLite’s automation allows you to set your campaign and forget it.
- We even have templates to speed your path to automated success!
- Landing page templates – Launch seasonal promotional pages that quickly match your emails using pre-built templates optimized for conversions.
MailerLite Pricing:
- Free: Up to 1,000 subscribers, 12,000 monthly emails
- Growing Business: $10/month (1,000 subscribers, unlimited emails)
- Advanced: $21/month (1,000 subscribers)
- Company: Individual prices (from 100,000 subscribers)
How to Choose an Email Marketing Tool for HVAC Companies (Step by Step)
Step 1: Map your customer journey and communication needs.
Before comparing platforms, document how customers develop from the first contact to the years-long service relationship.
What emails do prospects receive after requesting quotes? How do you encourage device replacement over the 10 to 15 year system life cycle? When do you send maintenance reminders, filter change notifications, and seasonal optimization campaigns?
Mapping these touchpoints identifies essential automation features. HubSpot’s journey mapping tools visualize customer progress, while its workflow builder automates each stage.
Step 2: Identify the must-have features for your business model.
Functional priorities differ for residential-only contractors versus commercial HVAC contractors and hybrid contractors.
Residential builders need strong homeowner segmentation and automation of seasonal campaigns, while commercial-focused companies need account-based capabilities to manage property managers and facilities teams. Companies that sell devices online need e-commerce integration.
Before comparing platforms, list the non-negotiables for your specific business. HubSpot’s modular approach allows you to start with basic email marketing and then add CRM, sales, and service tools as needed.
Step 3: Make sure it works with your existing tech stack.
Your email platform needs to connect to tools you already use (e.g. scheduling software, CRM, phone system, accounting platform). Manual data entry between systems wastes time and increases the risk of human error.
However, consider whether your email marketing tool options offer native integrations with your scheduling system or require third-party connectors like Zapier.
HubSpot maintains hundreds of native integrations with tools that HVAC contractors actually use, as well as an open API for custom connections.
Step 4: Compare total costs as your customer list grows.
Most email platforms charge per contact, with costs increasing as your database grows. Make sure you can still afford your tools as you grow.
Calculate pricing for your current list size and then project costs for 2,500, 5,000, and 10,000 contacts to avoid surprises. Also, compare what’s included at each tier, as some platforms hide automation, CRM, or advanced segmentation behind expensive upgrades.
HubSpot’s transparent pricing includes free CRM for unlimited contacts, with email marketing starting at just $15/month for 1,000 marketing contacts.
Step 5: Choose a flexible platform that grows with your business.
When you’re starting out, you’ll need basic email functionality (e.g. appointment tracking), but as your HVAC company expands, you’ll likely need more robust campaigns that leverage marketing automation, CRM, customer service tools, and sales pipeline management.
Platforms that force you to migrate when you outgrow them cost time and money. Look for solutions that can scale from startup to enterprise without requiring a system change.
HubSpot’s unified platform combines free CRM with optional Marketing Hub, Sales Hub, Service Hub, and Operations Hub – all working together as your business grows.
One The HVAC contractor in Richmond saw impressive upticks in website visits After implementing HubSpot’s integrated platform, it became clear how valuable it is to choose a scalable solution from the start.
How to Create Email Marketing Campaigns for HVAC Companies
No matter which email marketing platform you choose, here are some basic steps to help you create your first campaigns.
1. Define campaign goals and success metrics.
Set clear, measurable goals for each email campaign before creating content. This will give you guidance for your messaging and segmentation and help you evaluate your performance.
HubSpot’s campaign management tools allow you to set specific goals, such as appointment bookings or consultation requests, track performance against those goals in real time, and calculate ROI by attributing revenue directly to specific campaigns.
Pro tip: Maintain a seasonal campaign calendar
HVAC companies live and die depending on the season. Plan campaigns 3 to 6 months in advance at key times: air conditioning preparation in the spring, emergency service availability in the summer, heating system checks in the fall, frost protection tips in the winter, and options for replacing equipment in the off-season.
Scheduling these campaigns to reach customers two to four weeks before peak demand can put you ahead of the competition. HubSpot’s campaign planning tools let you create complete seasonal strategies, assign workflows, and track the performance of related emails in unified dashboards.
2. Create your goal list.
The effectiveness of email marketing depends on targeting the right customers with relevant messages.
If necessary, start importing existing customers from your planning software. Then segment according to your goals. Perhaps this means focusing on a specific geographic region, device type, or even residential or commercial areas.
Whatever the characteristics, HubSpot’s list tool can import contacts from spreadsheets or directly from your CRM, while automatically updating active lists based on customer behavior and attributes.
3. Create email content.
With your goals and list complete, now is the time to write your email(s). AI tools like HubSpot’s Breeze can help you write that copy, even right in the email tool.
4. Test your email on mobile devices.
Since most emails are opened on smartphones, responsive design is not an option.
Choose or create templates for your campaign that automatically adapt to screen size and mobile behavior. This means including clear calls to action with large, thumb-friendly buttons that point to your booking page and avoid clutter.
HubSpot’s email builder shows you how your email will appear on different devices. It also offers service business templates that you can customize with your branding. This ensures a professional look on all devices without requiring any design skills.
5. Set up your automated workflow.
Instead of sending manually, create an automated sequence that triggers based on customer actions or data.
Essential HVAC system workflows may include:
- Welcome series for new customers
- seasonal maintenance reminders
- Filter change warnings
- Appointment confirmations and reminders
- Follow-up and review requests after the service
- Multi-year care for equipment replacement.
HubSpot’s workflow builder uses drag-and-drop logic to create sophisticated sequences. For example, if a customer opens a spring tuning email but doesn’t book, an early bird discount will automatically be sent three days later.
6. Track performance and optimize based on results.
Monitor which campaigns drive actual appointments and sales, not just email metrics. Test subject lines, send times, offers, and calls to action to improve conversion rates. Review opt-out patterns to identify content customers don’t want.
Track customer lifetime value by acquisition source to understand which campaigns are attracting your most valuable customers. HubSpot’s marketing analytics link email engagement to appointments booked and revenue generated, showing exactly which campaigns are filling your calendar and growing your business.
Frequently asked questions about email marketing for HVAC companies
What is the best email marketing tool for HVAC companies?
That depends on your needs, but HubSpot Marketing Hub is the top choice for email marketing for HVAC companies because it combines powerful automation with a built-in CRM that tracks customer relationships from first contact through years of service history.
Unlike standalone email platforms and in-FSM email tools, HubSpot connects marketing campaigns directly to your customer database, scheduling, and revenue attribution.
This unified approach means you can segment customers by device age and service history, automate seasonal campaigns based on CRM data, and get performance analytics to improve each campaign.
One The HVAC contractor used HubSpot’s automated drip campaigns to sell your membership program to existing customers and generate several new leads and registrations in the initial phase.
For contractors already using field service management software, ServiceTitan Marketing Pro and Housecall Pro Campaigns offer native integrations that eliminate data synchronization issues.
What features should I look for in email marketing tools for HVAC companies?
Prioritize platforms with robust customer segmentation (e.g. device type, age, property type), appointment-focused automation workflows, mobile-optimized templates, CRM integration, and analytics that link emails to actual revenue.
HVAC-specific needs include scheduling seasonal campaigns, automating maintenance reminders, tracking equipment lifecycle, and integrating with scheduling software like ServiceTitan or Jobber.
HubSpot excels in all of these areas, adding unified customer profiles that show email engagement alongside service history, enabling seamless handoff between marketing and service teams.
Is HubSpot good for HVAC companies?
Absolutely. HubSpot is extremely useful for HVAC companies because it solves the industry’s key marketing challenges: staying connected during slow seasons, driving long-term equipment replacement opportunities, converting one-time customers into maintenance contract holders, and accurately tracking marketing ROI.
Several HVAC companies have documented strong results with HubSpot. Aermec North America, an HVAC manufacturer, increased website traffic by 1,377% after implementing HubSpot’s Marketing Hub, during Viessmann, a heating and air conditioning company, increased the number of new customers by 16% year-on-year Leveraging HubSpot’s customer-centric approach and content strategy.
How much does email marketing software for HVAC companies cost?
Email marketing costs typically range from free plans with limited contacts to $15-$50/month for small HVAC businesses and $100-$800/month for larger operations, depending on the tool, your contact count, and the features you need.
Most platforms charge per contact level, so costs increase as your database grows. HubSpot delivers exceptional value with free CRM and email marketing, paid plans starting at just $15/month for 1,000 contacts, and transparent pricing that predictably scales as your business grows.
Can email marketing help fill my HVAC schedule during slow seasons?
Yes, email marketing is great for combating the seasonal volatility that plagues HVAC companies.
Strategic campaigns ensure you stay top of mind in the off-season while promoting future opportunities. For example, you can launch off-season equipment replacement campaigns targeting customers with outdated systems when your installation plan is available. Send pre-season maintenance reminders 4-6 weeks before peak demand to fill your calendar before the competition. Promote maintenance contracts during slow periods to create recurring revenue streams.
A “Blue Corona” customer campaign 2024 sent a “Beat the Summer Rush” maintenance email to existing customers, generating 122 service appointments in two weeks with no paid advertising spend.
HubSpot’s automation ensures these campaigns are delivered consistently and without manual effort, while its CRM integration accurately identifies which customers need to be contacted based on device age and service history.
Meet HubSpot: The Best Email Marketing Choice for HVAC Companies
HubSpot combines email marketing automation with a powerful CRM platform designed specifically for service businesses like HVAC contractors. Unlike standalone email tools that work in isolation, HubSpot creates a unified system where marketing campaigns, customer data, and service operations work seamlessly together.
Why HVAC companies choose HubSpot
- Integrated CRM – Track every customer interaction (emails, calls, service appointments, device history) in unified profiles accessed by both marketing and service teams, eliminating data silos between departments.
- Robust automation capabilities – Create sophisticated email sequences that support customers from quote request to installation, maintenance reminders, and eventual device replacement, without the need for manual follow-up at every stage.
- Mobile-optimized templates and a drag-and-drop builder— Quickly create professional campaigns using service business templates that automatically adapt to smartphone screens.
- Sales attribution and campaign analysis – Link every email to appointments booked and sales generated and see exactly which campaigns are filling your calendar and growing your business, rather than superficial metrics like opens and clicks.
- Seamless integration with HVAC planning software – Even though HubSpot doesn’t use the native CRM, it has native connections to ServiceTitan, Jobber, Housecall Pro, and hundreds of other platforms that contractors use. This synchronizes customer data bi-directionally, keeping your systems always up to date.
Many real HVAC companies have seen measurable results with HubSpot.
Viessmann increased the number of new customers by 16% year-on-yearPartner counts grew 14% and revenue grew 15% using a customer-centric approach and HubSpot hubs instead of one-off tools like Mailchimp. And one The Richmond-based HVAC contractor generated several new enrollments for membership programs through HubSpot’s automated upsell campaigns targeting existing customers.
Ready to see how HubSpot can work for your HVAC business? Start with the free CRM and basic email marketing tools, then expand to advanced automation as your needs grow. Get started with HubSpot today and transform the way you stay connected with your customers all year round.