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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.

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 content - 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.