For a seamless experience when using Demodesk you should integrate your Email account, Calendar and CRM.
Please go to your settings to connect your accounts.
Calendar (Google Calendar and Gmail, Office 365)
- schedule meetings with your customers and automate invitations
- create a Booking Link where your prospects can schedule a meeting in your calendar directly
- Round Robin team assignment for scheduled meetings
CRM tools (Salesforce, Hubspot, Pipedrive starting June 2020)
- log meetings and calls on Leads/Contacts
- transfer notes from a Demodesk Meeting to your CRM automatically
- schedule meetings out of Salesforce or Hubspot
- more Tokens