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Sales

Gamma + HubSpot Sales Deck from CRM

Sales decks personalized from CRM context.

Cuts custom deck prep time by turning HubSpot deal intelligence into a Gamma-ready presentation.

Best forConsultingMarketing AgencyProfessional ServicesSaaS
Agents6 required
Duration5-10 minutes

Uses CRM account data to generate a prospect-specific deck outline with pain points, proof, and next-step slides.

How it runs

Multi-agent orchestration — here's the flow, step by step.

01

Call verslay_recall to retrieve prior deck templates, winning proposal structures, and account-specific context stored in memory. Scan HubSpot CRM for the target deal: pull account name, contact names, deal value, deal stage, pain points from notes, and previous meeting summaries. Produce a deal context brief as Phase 1 output.

crm scanner
02

Consume Phase 1 account name. Call verslay_news_search to surface the account's recent news, funding, product launches, and strategic priorities. Call verslay_web_search for company website, annual report excerpts, and leadership team context. Call verslay_rss_fetch on the company blog if available. Produce a live account research dossier.

web researcher
02

In parallel with web-researcher, call verslay_exclusive_linkedin_profile on each decision-maker from the Phase 1 contact list to retrieve their current priorities, recent posts, and professional background. Surface the account's likely vendor evaluation criteria based on their LinkedIn activity and company stage. Produce a stakeholder intelligence brief.

competitive intel
03

Consume Phase 2 account dossier and stakeholder intelligence brief. Design a deck narrative arc: opening hook tied to the account's specific business challenge, value proposition slides mapped to stakeholder priorities, ROI calculation using the deal value from Phase 1, and a clear next-step close. Produce a structured deck outline with slide titles and key messages per slide.

proposal architect
04

Consume Phase 3 deck outline. Call the Gamma API to generate a polished, on-brand sales presentation using the account name, deal context, and narrative arc. Include slides for: company-specific hook, problem framing, solution overview, ROI proof, customer case studies, and proposed next steps. Produce the Gamma deck URL.

gamma presentation builder
05

Receive the Gamma deck URL and deal context from Phase 4. Attach the deck link to the HubSpot deal record. Send the deck to the AE or account owner via the configured channel with a send-prep note highlighting the key personalization points. Call verslay_memorize to store the winning deck structure and account signals in memory. Confirm delivery.

distributor

Required Agents

6
  • crm-scanner
  • web-researcher
  • competitive-intel
  • proposal-architect
  • gamma-presentation-builder
  • distributor

Connections

Required

gammahubspotverslay_exclusive

What it does

  • CRM account context
  • Account-specific narrative
  • Pain point mapping
  • Proof slide suggestions
  • Gamma deck structure

Example prompt

Create a tailored sales deck for this HubSpot deal in Gamma. Use company context, pain points, proof, and next steps.

Ready to deploy Gamma + HubSpot Sales Deck from CRM?

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