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

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