HubSpot QBRs and reviews
Roll deals, contacts, and engagement data into per-account decks for renewal and growth conversations.
HubSpot integration
Connect HubSpot to Google Slides and PowerPoint
Slideform turns HubSpot pipeline, deal, and lifecycle data into branded reports. Map records into reusable templates and ship QBRs, client decks, and exec updates without touching the slides by hand.
CRM, Marketing
HubSpot → Slideform
- Standard objects: Deals, Contacts, Companies, Products, Quotes, Invoices, Line items
- Engagements: Calls, Emails, Meetings, Notes, Tasks
- Marketing emails, Forms, and Lists
- Owners, teams, and HubSpot pipelines
- Custom objects (any object with namespace) and custom properties
- Associations between records — auto-discovered
What teams build with HubSpot + Slideform
Client QBRs, monthly marketing recaps, pipeline reviews, and lifecycle decks from trusted CRM data.
Analyst-written summaries
Let the Analyst draft commentary from pipeline movement, attribution data, and lifecycle changes.
Marketing campaign recaps
Refresh monthly performance decks from HubSpot lists, emails, and form submissions.
See it in action
A short demo of the HubSpot integration.
More about HubSpot and Slideform
Guides and how-tos from the Slideform blog.
Ready to automate HubSpot reporting?
Stop rebuilding the deck every month. Ship polished reports from HubSpot data in minutes.