Create personalized Storydoc decks from HubSpot data

Storydoc AI helps revenue teams create interactive decks and proposals with personalization and engagement analytics built in. When you connect Storydoc with HubSpot, you can generate slide decks and proposals that automatically personalize to your HubSpot Contacts, Deals, and Companies, so every version stays accurate and on-brand.

Personalize collateral with HubSpot data

Use HubSpot properties inside Storydoc to tailor each deck to the right audience. Map variables from Contacts, Deals, and Companies, then generate a personalized version for a specific record, without manual copy-pasting.

Create Storydocs in HubSpot, without leaving the CRM

Generate a Storydoc version directly from a HubSpot record. Choose a template, create a version for the current contact, company, or deal, then copy the live link or open the editor, all from HubSpot.

Save links back to HubSpot for automation

Every time you create a version, HubSpot stores the links on the record as properties, including:

• Storydoc link

• Storydoc editor link

Because these links are standard HubSpot properties, you can use them in workflows, sequences, cadences, tasks, and email templates to automate sharing and follow-ups at scale.

Get quick access to editing and analytics from HubSpot

From the Storydoc card on the record, your team can open the live link, jump to edit the version in Storydoc, and access analytics for that specific version. This makes it easy to follow up with context and keep momentum moving.

Ideal use cases

• Personalized outbound and account-based selling at scale

• Deal-specific proposals generated from HubSpot records

• Automated follow-ups using Storydoc link properties in workflows and sequences

• Visibility into stakeholder engagement to time outreach and reduce deal risk