Automate Content Creation with Hubspot

Learn more about how Matik can help you automate the creation & sending of any personalized presentation or one-pager using your Hubspot data.
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Personalize Content at Scale 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 Content with Hubspot Data

Just tell Matik who the content is for, and Matik will pull data from Hubspot to personalize all the elements including text, images, tables, and charts. Compatible with Google Slides, Microsoft PowerPoint, Google Docs, and PDFs.

Hyper-personalize your 1:many motion

Deliver hyper-personalized content to accounts by sending personalized PDF attachments via email. Send on demand, on a schedule, or when data in Salesforce changes or hits a threshold. Even embed fully-branded, personalized tables & charts within the email.

Uplevel the insights you share with AI

Matik’s AI can create personalized, data-driven insights & takeaways right in your content. It will also help you enable your team to present confidently by providing executive summaries and talk tracks.

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.

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