PowerPoint integration
Automate PowerPoint presentations from HubSpot data
Microsoft PowerPoint templates work natively in Portant. Upload your .pptx templates and Portant fills them with HubSpot deal data, contact details, and line items. Generate polished presentations from any deal without opening PowerPoint.
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Capabilities
What you can do with Portant and Microsoft PowerPoint
Use your existing .pptx templates
Upload any PowerPoint file as a template. Add HubSpot tags to text boxes and tables. Your design stays exactly as you built it.
Branded presentations from deal data
HubSpot properties fill into text boxes, tables, and slide content automatically. Every presentation matches your company brand.
Pricing tables from line items
Insert line item tags into PowerPoint tables. Rows populate with product names, quantities, pricing, and totals from HubSpot deals.
PDF export for delivery
Output as .pptx for editing or as PDF for professional delivery. Attach to emails or save to OneDrive automatically.
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Setup
How to set up Microsoft PowerPoint with Portant
01
Upload your PowerPoint template
Upload any .pptx file. Keep your slides, branding, and layout.
02
Add HubSpot tags
Insert tags like {{contact.name}} into text boxes and tables in your slides.
03
Connect to HubSpot
Link your template to a workflow and map deal properties to tags.
04
Generate from any deal
One click creates a polished presentation with all data filled in.
Security
Security you can trust
SOC2 certified. GDPR-ready. SSO for enterprise. Your customer data stays encrypted in transit and at rest.
SOC 2 Type I certified.
Independently audited security controls across data, infrastructure, and access.
Learn moreGDPR-ready by default.
Built-in safeguards keep customer data compliant across every region.
Learn moreEnterprise SSO built in.
Tie every account to a verified identity with SSO and OAuth, no shared passwords.
Learn moreFrequently asked questions about Microsoft PowerPoint
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