🚀 HubSpot Deck & Snippet Guide on Hubspot

The goal is to easily send the ATLANT 3D main deck through HubSpot and use the ATLANT 3D snippet for consistent, tracked outreach.

📘 1️⃣ Sending the ATLANT 3D Deck

  1. Go to HubSpot → Contacts (or Companies) and open the contact record.
  2. Click Email to start a new message inside HubSpot.
  3. Click Templates → Search “ATLANT 3D Deck” and select it.
  4. Click Insert → Document → Search “ATLANT 3D Main Deck” and attach it.
  • If it’s not uploaded, go to Sales → Documents → Upload first.
  1. Add a short personal note before sending.
  2. Hit Send: HubSpot will automatically track opens and deck views.

Result: The deck is sent, logged, and tracked directly in the contact’s timeline.

✉️ 2️⃣ Using the ATLANT 3D Snippet

  1. While composing the email, click the ⚡ Snippets icon.
  2. Search for “ATLANT 3D Snippet” and insert it into the message.
  3. Adjust placement: usually above the deck link as a short intro.
  4. Double-check spacing and formatting, then send.

Result: The snippet keeps messaging consistent and professional across all outreach.

If you want to see it on a video, feel free to check this quick Loom from Yacine:

https://www.loom.com/share/7179071c695940d0812bb891f16ffae1?sid=cf7c3885-a481-4220-b226-3120e4774426