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HubSpot AI-Powered Sales Decks with Marq

Transform your sales process with AI-powered, personalized sales decks generated directly from HubSpot deals. The Marq HubSpot integration combines artificial intelligence with smart field automation to create fully branded presentations that incorporate meeting context, brand assets, and CRM datasaving your sales team hours of manual work.

What You'll Learn

  • How AI automatically extracts challenges and solutions from call recordings
  • How to generate branded sales decks directly from HubSpot deals
  • How smart fields automatically populate CRM data into presentations
  • How Brand Fetch API integration pulls company logos and brand assets
  • How to save time while increasing personalization at scale

How HubSpot AI Sales Decks Work

The HubSpot AI-powered sales deck feature revolutionizes how sales teams create personalized presentations. Instead of spending hours copying data, searching for logos, and manually customizing slides, your reps can generate complete, branded decks with a single click.

AI-Powered Context Generation

Marq's AI integration analyzes your HubSpot meeting recordings and automatically extracts:

  • Customer challenges: Pain points discussed during sales calls
  • Proposed solutions: Solutions and recommendations from your conversations
  • Meeting context: Key discussion points and talking points
  • Industry-specific insights: Relevant information based on the prospect's industry

Automatic Brand Asset Integration

Marq automatically pulls brand assets for your prospects through multiple sources:

  • Brand Fetch API: Automatically retrieves company logos, colors, and brand guidelines
  • HubSpot deal records: Syncs uploaded logos and images from deal properties
  • DAM integration: Connects with Digital Asset Management systems like Media Valet
  • Industry imagery: Suggests relevant stock imagery based on the prospect's industry

Step-by-Step: Generate an AI-Powered Sales Deck

Step 1: Access the Deal in HubSpot

  1. Navigate to your HubSpot CRM and open the relevant deal record
  2. Locate the Marq app integration within the deal view
  3. The app will display recent meetings associated with this deal

Note: Make sure you have call recordings enabled in HubSpot for the AI to extract meeting context and discussion points.

Step 2: Review Deal Information

Before generating your deck, verify the following information is populated in HubSpot:

  • Company name: The prospect's organization name
  • Industry: Industry classification for relevant imagery
  • Meeting recordings: Recent call recordings with the prospect
  • Contact details: Key stakeholder information
  • Deal stage: Current position in your sales pipeline

Step 3: Select Brand Assets

  1. Within the Marq app interface, review the automatically fetched brand assets
  2. Choose from logos pulled via the Brand Fetch API
  3. Select color schemes and brand guidelines
  4. Confirm DAM connection (e.g., Media Valet) if applicable

Pro Tip: The Brand Fetch API automatically retrieves the most current brand assets, ensuring you always use up-to-date logos and colors without manual searching.

Step 4: AI Context Extraction

The AI engine automatically analyzes your meeting recordings and extracts:

  • Challenges section: Customer pain points mentioned in conversations
  • Solutions section: Your proposed solutions and value propositions
  • Discussion context: Key talking points and meeting highlights
  • Industry-specific content: Relevant examples based on their sector

Step 5: Generate the Deck in Marq

  1. Click "Generate Deck" within the HubSpot Marq app
  2. The system creates a new project in Marq with all data pre-populated
  3. Smart fields automatically populate with HubSpot CRM data
  4. AI-generated content populates in designated sections
  5. Brand assets and imagery are automatically placed throughout

Time Saved: What typically takes 2-3 hours of manual work now happens in under 2 minutes with AI automation.

Step 6: Review and Customize

Once generated in Marq, you can:

  • Review all auto-populated smart fields
  • Verify AI-generated challenges and solutions for accuracy
  • Adjust imagery and brand assets if needed
  • Customize any sections to match specific talking points
  • Add additional slides or content as required

Step 7: Save Back to HubSpot

  1. Once satisfied with your deck, click "Save to HubSpot"
  2. The presentation is automatically attached to the deal record
  3. Sales activity is logged in HubSpot timeline
  4. Share directly with prospects from the CRM
  5. Track engagement and views through HubSpot

What Gets Automatically Populated

CRM Data via Smart Fields

  • Company name and contact information
  • Deal value and stage
  • Account owner and sales rep details
  • Custom HubSpot properties
  • Contact roles and stakeholder information

Brand Assets

  • Company logos (from Brand Fetch API or uploaded files)
  • Brand color palettes
  • Industry-specific imagery
  • DAM assets (if Media Valet or similar is connected)
  • Your company's brand templates and styles

AI-Generated Content

  • Customer challenges extracted from call recordings
  • Proposed solutions and recommendations
  • Meeting highlights and discussion summaries
  • Contextual talking points
  • Industry-relevant use cases

Key Benefits for Sales Teams

Massive Time Savings

Sales reps save hours of manual work per presentation. Instead of copying and pasting data, searching for logos, and manually customizing slides, they can focus on strategy and customer relationships while AI handles the heavy lifting.

Increased Personalization at Scale

Every deck is uniquely tailored to the specific prospect, incorporating their brand, challenges discussed in meetings, and industry-specific contentwithout requiring manual customization.

Brand Consistency

Automated brand asset pulling ensures every presentation uses current, approved branding for both your company and the prospect, eliminating brand guideline violations.

Better Sales Outcomes

Personalized, contextually relevant presentations that reference actual customer conversations lead to higher engagement and faster deal closure.

Living Documents

Smart fields create dynamic presentations that can update automatically if CRM data changes, ensuring information is always current.

Use Cases and Examples

Scenario 1: Enterprise Software Sales

Challenge: An enterprise software company's sales team spends 3+ hours creating custom decks for each qualified opportunity.

Solution: After a discovery call recorded in HubSpot, the rep opens the deal and clicks "Generate Deck." The AI extracts the prospect's integration challenges, compliance requirements, and ROI concerns from the recording. Brand Fetch pulls the prospect's logo and colors. The deck is generated in Marq with smart fields populating company details, and the rep only needs to review and sendreducing time from 3 hours to 10 minutes.

Scenario 2: Insurance Agency Proposals

Challenge: An insurance agency needs to create branded proposals for Gardener Health and dozens of other prospects, each requiring industry-specific imagery and personalized coverage solutions.

Solution: The agent opens the Gardener Health deal in HubSpot. The Marq app displays their logo, industry (healthcare), and DAM connection showing insurance-specific imagery. AI extracts challenges from the needs analysis call (risk management, employee wellness programs). The generated deck showcases templates with Gardener Health's brand throughout, industry-appropriate images, and solutions addressing their specific concerns.

Scenario 3: Marketing Agency Pitch Decks

Challenge: A marketing agency needs to pitch multiple prospects weekly, showcasing how their templates would look with each prospect's brand.

Solution: The account executive generates a deck directly from the HubSpot opportunity. The system pulls the prospect's logo and brand colors, populates example templates showing "this is what your brand could look like," and includes AI-extracted marketing challenges from the sales call. The prospect sees a highly personalized presentation demonstrating the agency's capabilities with their actual brand, not generic examples.

Best Practices

1. Enable and Utilize Call Recording

For AI to extract meaningful context, ensure all sales calls are recorded in HubSpot. The richer the conversation data, the better the AI-generated content.

2. Keep HubSpot Data Clean and Complete

Smart fields are only as good as your CRM data. Maintain accurate:

  • Company names and contact details
  • Industry classifications
  • Deal stages and values
  • Custom properties relevant to your sales process

3. Review AI-Generated Content

While AI is powerful, always review extracted challenges and solutions to ensure accuracy and appropriate context before sending to prospects.

Important: AI extracts content from call recordings, but human review ensures the messaging aligns perfectly with your sales strategy and the specific prospect's needs.

4. Leverage Brand Fetch API

For net new prospects, Brand Fetch API automatically retrieves current brand assets. However, if you have preferred versions or if the API pulls outdated assets, you can manually upload logos in the HubSpot deal record.

5. Customize Templates for Your Industry

Work with your Marq administrator to create templates optimized for AI content generation with designated sections for challenges, solutions, and brand asset placement.

6. Connect Your DAM

If you use a Digital Asset Management system like Media Valet, integrate it with Marq to automatically access approved brand assets and industry-specific imagery.

7. Train Your Team on the Workflow

While the technology is powerful, ensure your sales team understands:

  • How to access the Marq app within HubSpot deals
  • How to select and verify brand assets
  • How to review AI-generated content
  • How to make quick customizations in Marq
  • How to save and share from HubSpot

Frequently Asked Questions

How does the AI extract context from call recordings?

Marq's AI integration connects to HubSpot's call recording data and uses natural language processing to identify key discussion points, challenges mentioned by prospects, and solutions proposed by sales reps. This content is then formatted and inserted into designated sections of your sales deck template.

What if Brand Fetch doesn't find the prospect's logo?

If Brand Fetch API cannot retrieve a logo automatically, you can manually upload the prospect's logo to the HubSpot deal record. The Marq app will recognize the uploaded file and use it when generating the deck.

Can I edit the deck after it's generated?

Absolutely. Once the deck is generated in Marq, you have full editing capabilities. You can modify text, swap images, adjust layouts, and customize any aspect of the presentation before saving back to HubSpot.

How accurate is the AI-generated content?

The AI is highly accurate at extracting factual information from call recordings, such as stated challenges and discussed solutions. However, we recommend always reviewing AI-generated content to ensure it aligns with your sales strategy and the specific prospect's context before sending.

What happens if deal data changes in HubSpot?

Smart fields in your Marq deck create a living document. If you update data in HubSpot (like company name, deal value, or contact information), you can regenerate or update the project in Marq to reflect the latest information automatically.

Does this work with all HubSpot plans?

The Marq HubSpot integration works with HubSpot CRM plans that support custom apps and API integrations. Call recording and meeting data features require HubSpot Sales Hub Professional or Enterprise. Check with your Marq administrator for specific requirements.

Can I use my own DAM instead of Brand Fetch?

Yes. Marq integrates with Digital Asset Management systems like Media Valet. You can configure your DAM connection in Marq settings, and assets from your DAM will be available when generating decks from HubSpot.

How long does it take to generate a deck?

Deck generation typically takes 30-60 seconds, depending on the complexity of your template and the amount of data being populated. This includes AI content extraction, smart field population, and brand asset integration.

What types of templates work best for AI-powered generation?

Templates designed with dedicated sections for challenges, solutions, company information, and brand assets work best. Work with your Marq administrator to create templates optimized for AI content placement and smart field population.

Is the generated deck saved automatically in HubSpot?

The deck is generated in Marq first, where you can review and customize it. Once you're satisfied, you manually click "Save to HubSpot" to attach the final presentation to the deal record. This ensures you always review content before it's associated with the CRM record.

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Need Help? If you have questions about setting up HubSpot AI-powered sales decks or need assistance with your integration, contact your Marq administrator or reach out to Marq support at support@marq.com.