Boost Sales with Google Slides & CRM AI Tools

Modern sales teams and operations professionals are increasingly turning to automation and smart integrations to eliminate manual grunt work and scale their impact. This week’s product update delivers some game-changing features for anyone looking to automate business processes, personalize outreach, and manage contacts at scale—especially with the new Google Slides integration, enhanced platform actions, and next-level data enrichment. If you want to save hours while fueling hyper-personalized engagement, these capabilities will transform your workflow.

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Transforming Slide Deck Creation with Google Slides Integration

The highlight of this update is the integration with Google Slides—a major win for sales professionals, account managers, and onboarding teams who rely on decks in their daily process. The primary topic keyword here is “Google Slides integration,” which enables you to create custom, data-driven slide presentations programmatically—no more copying and pasting content for hours on end.

Instead of designing every presentation by hand, you can now populate variables in your slides using live data. Imagine producing hundreds of unique decks for quarterly business reviews, sales calls, onboarding sessions, or any repeatable workflow in just minutes.

Key benefits of the Google Slides workflow:

• Centralizes slide template management and creation
• Uses real-time data to personalize content at scale
• Dramatically reduces manual workload and errors
• Flexible use cases—for sales, client reporting, onboarding, and beyond

The process is streamlined: wrap the fields you want to vary in double brackets inside your slide template, save it with a memorable name, and import it into your automation platform via the Slides integration. Map your variables to the correct data (like prospect name, company, or industry), and with one run, generate fully personalized presentations—each with a unique deck name and sharing link for frictionless delivery.

Automated Distribution

Once created, decks can be instantly routed into a Slack channel, attached to a CRM record, or sent through an email sequencer. Folder structuring in Google Drive keeps them organized for fast access and team collaboration. This approach unlocks new possibilities to engage customers and prospects with tailored visual content at scale.

Boosting CRM Power: Active Campaign and Salesforce Lead Management

CRM automation is a must-have for scaling businesses. The new Active Campaign integration is a powerhouse for orchestrating your user journeys directly from your workflow platform using AI-powered agents. You can create or update contacts, set up automations, and design triggers between contacts and accounts—all managed from a single interface.

Here’s how you can use these powerful features:

• Look up, create, or update objects like contacts and accounts
• Create associations between relevant data points
• Add to automation sequences for tailored follow-ups or abandoned cart recovery
• Filter and tag contacts for efficient segmentation

The workflow is straightforward: select your action—lookup, create, associate, or automate—and map your existing data fields, such as email addresses or account names, to ensure smooth data transfer. Actions can be triggered conditionally, allowing flexible automation based on prospect status, behavior, or other custom logic. For instance, only create a contact if one doesn’t already exist or add someone to an automation if a relevant toggle is enabled.

Intelligent Salesforce Lead Conversion

Managing your Salesforce pipeline just got smarter with automated lead-to-contact conversions. Customize triggers—like a booked meeting or form submission—to convert qualified leads into contacts, tidying your CRM records without lifting a finger. The conversion settings are fully customizable and can be tied to any enrichment or signal your workflow automates.

AI-Powered Outreach: Lead IQ Value Proposition Generator & Scribe

Outreach effectiveness hinges on relevance and personalization. The Lead IQ integration features two standout tools for anyone doing B2B prospecting:

• Value Prop Generator – Instantly analyzes a company’s website, then crafts tailored value propositions, uncovering what problems they solve and where your product fits in.
• Scribe – An enhanced AI-based copywriter for generating cold emails or high-converting openers, leveraging real value propositions for authenticity and resonance.

The process is fast and data-driven. Input a company domain to generate custom “value props” revealing key pains and motivations. Feed those value props directly into Scribe, which produces full-length emails personalized to the recipient and context. This workflow helps position you as a strategic partner rather than another generic vendor.

Example scenario: After enriching your prospect list with value props for each account, use Scribe to generate unique outreach emails referencing their specific challenges—helping you cut through the noise and boost reply rates. For a deeper dive on combining video and copy for cold outreach, check out strategies for using personalized video to boost cold email replies.

Enhanced Platform UX: Homepage and Folder Management Upgrades

Your workspace is only as powerful as its ability to keep you organized. The redesigned homepage is inspired by intuitive systems like Google Drive, making it effortless to sort, filter, and favorite your most-used tables and folders. This is a major upgrade for users managing multiple workspaces or large amounts of data.

Some notable improvements include:

• Faster loading speeds, particularly for workspaces with many tables
• Sort by creation date, last modified, owner, or recurring status
• Drag-and-drop folder structure for neat organization
• Quick favorites for instant access to top resources
• One-click navigation between home, exports, signals, and folders

These UI enhancements streamline navigation, reduce distractions, and ensure you always find what you need—especially as your workflows scale.

Data Verification Superpowers: Trestle Identity and Phone Validations

Contact data is only valuable if it’s accurate and actionable. Trestle’s API integrations enable high-confidence data validation for both identity and phone number quality, crucial for sales and customer success teams aiming to maximize contact rates and comply with data quality standards.

Trestle’s Two Major Actions

• Verify Contact Identity – Confirms if a phone, email, or address is legitimately associated with a target person, and reveals metadata such as line status (connected/disconnected) and type (mobile/landline).
• Validate Phone Number – Checks whether a number is active or disconnected, provides carrier info, line type, and country, helping prioritize outreach to verified, live mobiles for optimal results.

The workflow: Map your data columns (like name and number), run the verification, and instantly see phone grade, activity score, and validity across your lead list. This insight is invaluable for cleaning lists, reducing bounced outreach, and protecting sender reputation.

If cross-channel outreach and finding direct contact info is part of your go-to-market, leveraging proven lookup techniques is essential. For more on finding direct phone numbers responsibly, see this list of proven methods to find phone numbers fast in 2025.

Expanding Data Coverage: Introducing Smarty as a Data Provider

High-quality, easily-accessible enrichment data is at the heart of efficient workflows. By adding Smarty as a new data provider, the platform rounds out its capabilities to help users discover mobile numbers, work emails, contact details, and company insights—all through fully automated enrichment actions.

Smarty’s core actions now available:

• Find mobile number
• Find work email
• Enrich contact profile
• Enrich company information

Simply select your enrichment type, map your source data (e.g., social URL, profile metadata), and run the action. Smarty will deliver hard-to-find direct dials and contact info for your prospecting, customer research, or onboarding flows.

Takeaways: Workflow Automation for the Future-Ready Team

This week’s platform updates are designed for professionals who want to bring the best of automation, AI, and data integration into a unified, easy-to-use system. Whether you’re running outbound campaigns, nurturing leads, or managing massive customer databases, these enhancements are meant to free up your time, sharpen personalization, and multiply your impact without extra headcount.

• Create, personalize, and distribute Google Slides decks at scale with variable data
• Automate CRM workflows with Active Campaign and Salesforce actions
• Leverage AI tools for killer outreach messaging, anchored in bespoke value props
• Boost data reliability through robust contact and phone verification APIs
• Supercharge enrichment and prospecting with the latest data providers

Combined, these features set a new benchmark for what’s possible in streamlined sales and operations processes. For advice on even broader automation wins, especially for growing businesses, check out the Marketing Automation Guide for Small Biz Success for actionable tips and expert insights.

FAQ

How does the Google Slides integration save time for sales and customer success teams?

The integration allows users to generate hundreds of fully personalized decks programmatically using live data, eliminating hours of manual slide editing and repetitive content updates.

What CRM automations are now available through the latest Active Campaign actions?

You can look up, create, and update contacts and accounts, trigger automations, tag and associate contacts, and set up custom email or abandoned cart sequences—all directly from your central workflow platform.

How does Lead IQ’s Value Prop Generator and Scribe improve cold outreach?

The Value Prop Generator analyzes a company’s website to deliver tailored value propositions, which are then used by Scribe to create personalized email copy—boosting reply rates and positioning you as a valued partner.

Why is verifying contact identity and phone numbers with Trestle important?

It ensures you’re reaching out using valid, active contact details, which maximizes connection rates and maintains strong sender reputation across channels.

What types of data can Smarty enrich, and how does it help prospecting?

Smarty can find direct mobile numbers, work emails, and detailed contact or company insights, helping you reach decision-makers faster and personalize communication for better response rates.