If you connect your HubSpot Account with Demodesk you ensure your customer interactions are logged, meeting notes are available and visible to you and your team, and you generally increase the data quality within your organization.
Capabilities of the Demodesk HubSpot Integration:
Meetings that have been scheduled either via the Demodesk interface and via the booking page are synced to HubSpot and shown as activities.
After the meeting call notes, the attendee list, the meeting status (held/no show) and the recording link will be synced to HubSpot.
Depending on your integration setting you can automatically create contacts, deals, and/or companies.
How it works:
You can integrate your Hubspot account in the settings section. Just click on connect and you will be guided through the process of signing in.
Set up your integration settings based on your needs.
Things you need to consider:
In order to connect the HubSpot account, each user needs the following permissions: marketplace permissions, contact permissions, create timeline events permissions, edit property settings.
Make sure you use the same email address for HubSpot, Demodesk, and your Google or Outlook account.