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Workflow template

Build a pitch deck when a deal reaches a stage

Creates a Google Slides pitch deck from the HubSpot deal, company and contacts when a deal reaches your stage, and sends the owner the link.

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How it runs

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When

Ask me to choose daily at 09:00 AM UTC or faster on Pro; then fetch HubSpot deals moved to the setup stage since the last run.

Then

  1. Skip deals with a deck link in the setup property.
  2. Write slide text from the deal, company and contacts: goals, fit, proposal, next steps.
  3. Create a Google Slides deck.
  4. Save its link in that property.
  5. Post it to the owner in the setup Slack channel.

Apps it connects

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