The Google Slides Integration
ProsperWorks now allows you to create custom presentation templates for your opportunities. You’ll be able to create a Google Slides presentation template and merge Opportunity data from ProsperWorks into the template using merge tags allowing you to create custom Slides presentations in seconds. Here’s how it works.
Creating a template in Google Slides with merge tags
The first thing you’ll need to do is open up Google Drive and create a new Slides presentation.
This Slides presentation will be a template that you will use to create copies from so give it a name that you’ll reference later.
In a new tab, open ProsperWorks and navigate to the Settings > Google Sync Settings. Once you’re there, you’ll see a card that says “Pushing Data from ProsperWorks to Google Slides”, on the right of this card click the ‘SHOW MERGE TAGS’ button.
Now you should see a list of merge tags that map to Opportunity fields. You can copy these merge tags by clicking the copy icon next to each field or you can copy them all at once by clicking the copy icon in the footer of the popup window. Once you have your field(s) copied, go back to your Slides Presentation template and paste them in the Slides.
Once you have your Slides template set up with the merge tags, you can go back to ProsperWorks and navigate to the Opportunity detail page that you’d like to create a custom Slide presentation for. Here you click '+' icon to add a file. In the menu you will choose the option to ‘Merge into Google Slides’.
You should now see a popup window with instructions to Push Data into Google Slides. Click the ‘BROWSE GOOGLE DRIVE’ button and use the Google Drive file picker to find the Slides template you previously created.
Next you can give your custom presentation a name you’d like to save it as and choose where you’d like to save it in Google Drive.
Next, click the ‘CREATE & MERGE’ button. Clicking this button will create a copy of the Slides Template you previously created, push the opportunity details into the merge tags and save it as the name specified.
Now, you’ll see a new file related to the opportunity. You can click the file to open the Slides presentation and see that the data has been pushed into the Slides.
And just like magic, a new Slides presentation is created with custom data from your Opportunity!
Looking for more info or more ideas on how to use the Google Slides integration, reach out to firstname.lastname@example.org.