You can import dialer recordings into Demodesk via your CRM. Compared to pulling them directly from the dialer itself, this helps us to correctly associate the call with the Contacts, Accounts, Opportunities, etc. to have more context when viewing recordings in Demodesk.
How does it work?
Salesforce: Ensure that meeting details are logged in Salesforce as Task objects (this is the default with most dialers).
HubSpot: Ensure that meeting details are logged in HubSpot as "meeting activity" on the relevant contact, company, or deal timeline. Demodesk will access the recording file from the meeting activity object.
Dialer compatibility
We have tested our integration with the following dialers:
Aircall
Cloudtalk
Groove
HubSpot Dialer
OnOff
Outreach
Ringover
Twilio Flex
Justcall
If you have another dialer the integration will still likely work as the recording interface is standardized in Salesforce/HubSpot and we simply pull recordings from there.
Setup
Go to the Demodesk integration settings page:
2. Connect Salesforce or HubSpot.
3. Open the dialer settings modal and make sure "Import dialer recordings" is turned on:
4. In case you are using Aircall, please ensure you are following the additional steps here.