Create a slide for each CRM record

1. Initial Setup

Follow the Quick-start Guide to 1) connect your CRM data (Airtable, HubSpot, Salesforce), 2) upload a slide deck template, and 3) match data to the template. It is a good idea to test the automation a few times (using the Generate button) to ensure that the template is filled in correctly. 

2. Generate slides with Bulk Mode

Click Bulk Mode on the project card.     

The Bulk Mode page walks you through several steps.

1. Set Output Mode

Use this toggle to select between creating separate slide decks for each row or collating the slide results into a single presentation deck. Click the toggle to Single Presentation Mode, as shown above.

2. Select the source of the submissions: Table from Datasource

3. Select the data source, then select the worksheet (table)

4. Use filters to select the rows to run.

5. Column mapping. Match each placeholder (pragma) in the slide template to the appropriate column or property from the CRM. If a data column is not used in the slide deck, just leave the pragma section blank.

6. Slider range selection: Select the slides to repeat. 

In this section you will see a preview of your template. You can set one slide, or a range of slides, to repeat. Click to select the first slide to repeat, then click again to set the end of the repeating section.

In this example, I want to repeat slide 3 for each deal. Below is the selection for that scenario.

Save Configuration for future use (optional). Click Save Configuration and enter a name for this job. Saving the submission allows you to pull in the same filter settings when you want to run this bulk job again.

8. Create Presentation. Click Create Presentation to generate the deck. The results will be available in the Results section on the Slideform app.