HubSpot workflow
Case Study Deck (Bold)
Show a prospect a customer result they can picture, without rebuilding the deck each time. Portant fills the company, its industry and headcount, and the contact's name and job title from HubSpot into a Google Slides case study in the Bold style.
~5 min setup Β· Used by 100+ teams
Trusted by 40,000+ teams
Overview
Generate a bold case study deck from HubSpot data
A case study earns its place during evaluation, when a prospect wants proof that someone like them got a result. The story usually lives in a PDF or an old deck, and a rep rebuilds it by hand: new company name, new contact, the quote attribution checked against the CRM.
This template does that rebuilding for you. Data merge fills the title, the overview (company name, industry and employee count) and the attribution line under each customer quote from HubSpot, and stamps the date at run time. The Before, After and What the Numbers Became slides are fixed text with bracketed placeholders for your own metrics. Output management files the finished deck. This Bold version sets slide titles in capitals and carries a LOGO slot on every slide.
It suits sales teams that run evaluations and want one story deck per account instead of one per quarter. Case Study Deck (Elegant) and Case Study Deck (Formal) carry the same slides in a different look, and the whole family ladders up to proposals.
Who is this for
Is this template right for you?
Sales teams and account executives who send proposals regularly.
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A tailored story without the rebuild. The account fields and quote attributions are filled from HubSpot, so the rep spends their time on the story and the numbers instead of find and replace.
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Proof that stays in the same shape. Every case study follows Overview, Before and After, What the Numbers Became, In Their Words and the close, so prospects meet the same structure each time.
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A direct story in a bold format. Capitals on the slide titles and a logo on every slide frame the story, and a three-step close (See it live, Pilot it, Decide) turns the proof into a next step.
Setup
How to set up the bold case study workflow
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Step 1: Connect HubSpot and Google Slides
Open Portant, install the HubSpot app from the Marketplace, and connect the Google Drive account that will hold the deck template and the generated presentations.
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Step 2: Set the fixed text once
Much of the deck is fixed text, not merged. Replace the bracketed Champion / Your Name on the cover and the email, phone and website on the contact slide with your own, and swap each LOGO slot for your logo. The bracketed story (what the customer sells, the before and after, the metrics and both quotes) is yours to write, ideally from a real customer result.
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Step 3: Check the field mapping
The tags are mapped to the HubSpot company's name, industry and number of employees, the contact's first name, last name and job title, and the deal's Economic Buyer property. Confirm that last property exists in your portal under that name, or point the tag at the field you use for the decision maker.
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Step 4: Set the trigger and filing
Choose the deal stage, app card button or workflow action that starts the run, and tell output management where to file the finished deck.
Frequently asked questions
A case study deck is a short presentation that tells a customer success story: who the client is, what was broken, what changed and what the numbers became. Sales teams use it during evaluation to show a prospect a result they can picture. This template builds one in Google Slides from HubSpot data.
It uses the company's name, industry and number of employees, the contact's first name, last name and job title, and the deal's Economic Buyer property. The date comes from the run timestamp. The story, the metrics and the presenter details are fixed text or bracketed placeholders you fill in.
The title, the prepared-for line, the overview and the reference-call line all merge the company on the HubSpot record, so by default the deck tells that account's story. If you are presenting another customer's result, retype those spots or point the tags at a different record.
Yes. The before and after copy, the metrics (such as time per document, errors reaching customers and the second-order results) and both customer quotes ship as bracketed samples. Replace them with real figures and wording you can support before presenting.
Bold sets slide titles in capitals, puts a LOGO slot on every slide and merges industry and headcount. Case Study Deck (Elegant) swaps the logo slots for a sample wordmark and leaves industry and headcount bracketed, and Case Study Deck (Formal) drops branding placeholders and uses the contact's full name or email in the quote lines.
Yes. The template is an ordinary Google Slides file, so you can edit the wording, reorder slides or add your own. Portant only fills the tags, so keep those in place if you want them merged from HubSpot.
Related templates
Case Study Deck (Elegant)
Show a prospect a customer result they can picture, without rebuilding the deck each time. Portant fills the company and the contact's name and job title from HubSpot into a Google Slides case study in the Elegant style.
View template
Case Study Deck (Formal)
Show a prospect a customer result they can picture, without rebuilding the deck each time. Portant fills the company, its industry and headcount, and the contact's name and job title from HubSpot into a Google Slides case study in the Formal style.
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