Once your HubSpot account is connected to Demodesk, you can set up the integration on the Internet Accounts page. In the integration settings, you can configure the integration between Demodesk and HubSpot based on your needs.
In essence, you can control whether Demodesk should create the following objects:
If you turn the creation of these objects on, we first check if the objects already exist for the given email address to avoid their duplication.
For creating meetings, you can specify if you have other syncs with HubSpot enabled. For instance, if you have active sync between your calendar and HubSpot, you should select the second option to avoid double meetings in HubSpot. In case you are unsure about what option to select here, feel free to reach out to us via the chat.
If you want to automatically create HubSpot deals via Demodesk, you need to set a Pipeline and a Stage. These values are needed in order to create the object in HubSpot. You can specify the default values in the integration settings.
By default, we connect some system tokens in Demodesk to standard fields in HubSpot (see below for more details).
Token in Demodesk
Property in HubSpot
Guest first name
First name (Contact)
Guest last name
Last name (Contact)
Guest company name
Meeting date time
Start time (Meeting)
Meeting duration (scheduled)
After scheduling: Booker, Meeting status, Event type, Playbook, Meeting link
After the meeting: Meeting notes
Attendee description (Meeting)