CRM data to Google Slides

Smart CRM & Sales Hub CRM
1

Hi everyone, I’m the co-founder of a new software startup called Slideform hat helps link your CRM and analytics data to your slides. We’re currently testing our Hubspot CRM integration, and are looking for folks willing to join our Hubspot beta.

Our key capabilities include:

- Ability to replace specific text elements with your CRM company, deals, and ticket data (with custom objects to come). This ability still preserves the original formatting of your slides.

- Ability to link up & mix data from other sources (e.g., Google Sheets).

- Future support for dashboard visuals

We primarily work with client-facing and operations teams, but if you’ve ever thought “I wish there was a way to get Hubspot data into slides”, give us a shout!

2

Hi @slideformco, thank you for posting more about this integration with our Community!

Do you have any specific study case of a user who used the integration successfully with HubSpot and how they did it? I think our users would love to learn more about it.

Thank you!

3

Hi Pam, Hubspot integration is new for us so no concrete use cases yet (hoping the HS community will comne through!). However we are using this integration internally as we use Hubspot for both our website and CRM. For our CRM, we’re creating weekly presentations that brings together key pieces of information for each of our current opportunities (name, deal size, etc.).