Looking for Dynamic Deck Solutions for Sales Flows Integration

·Nov 19, 2024 06:04 PM·

Has anyone figured out a deck/page type solution that integrates with sales flows easily and clay - that can be updated dynamically? Like pulling in your logo and the prospects and selling there - nearly like a custom strategy/audit - board or deck

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Looking for Dynamic Deck Solutions for Sales Flows Integration

James D.

·Nov 19, 2024 06:04 PM·

Has anyone figured out a deck/page type solution that integrates with sales flows easily and clay - that can be updated dynamically? Like pulling in your logo and the prospects and selling there - nearly like a custom strategy/audit - board or deck

1 comment

· Sorted by Oldest

Naeem A.
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Yep, been building a few of these recently. Best approach we've found is Clay > export to Google Sheets > Run App Script based on a custom template to create Google Slides deck (or any of the Google file types)

Naeem A.
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·
Yep, been building a few of these recently. Best approach we've found is Clay > export to Google Sheets > Run App Script based on a custom template to create Google Slides deck (or any of the Google file types)