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Automate Content Using Data from Hubspot

Recurring Presentations

Always have up-to-date metrics at your fingertips for weekly, monthly, or quarterly team meetings.

Prospect- & Customer-Facing Content

Create personalized presentations, documents, and reports that showcase value and drive outcomes.

Internal Reports & Communications

Standardize documents, spreadsheets, and emails that keep teems informed and aligned.

Automate

Automate text, visuals, and key insights in Hubspot - telling the right story using if-then logic and your existing data.

Compatible with

Enable

Make data storytelling easy for everyone - ensuring correct metrics are used, applying best practices, and enabling teams to communicate insights confidently.

Scale

Scale the impact of automated content, including Hubspot - delivering personalization at any level, automating its delivery at the right time, and crafting new templates.

Automate Content Using Data from Hubspot

QBRs & Customer Reports

Auto-populate engagement metrics, deal data, and lifecycle stages.

Personalized Outreach

Generate tailored emails and decks using real-time account insights.

Sales & CS Performance Reports

Sync pipeline trends, lead conversion rates, and campaign performance.

Automate

Automate text, visuals, and key insights in your preferred format - telling the right story using if-then logic and your existing data from Hubspot

Compatible with

Compatible with

Enable

Make data storytelling easy for everyone - ensuring correct metrics are used, applying best practices, and enabling teams to communicate insights confidently.

Scale

Scale the impact of automated content, including Hubspot - delivering personalization at any level, automating its delivery at the right time, and crafting new templates.

FAQ

How can I pull Hubspot data into presentations?

You can generate personalized presentations using Hubspot data with Matik. Simply add Hubspot as your data source, upload a template, tell Matik who the content is for, and Matik will personalize all of the text, tables, images, and charts.

What kind of Hubspot data can I pull into presentations?

With Matik, you can generate personalized content with a variety of Hubspot data, such as:- Deal & revenue data (closed-won, pipeline value)- Contact & company properties (industry, lifecycle stage)- Engagement metrics (email opens, meetings, interactions)- Custom properties & HubSpot reports

Does Matik ingest data from Hubspot?

No, Matik only queries your data in real time. Your data stays in your systems, which reduces risk and makes setup simpler since there’s no need to move or replicate data.