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:
Meetings
Deals
Companies
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.
Creating meetings
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.
Creating deals
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.
Default connections
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 | Name (Company) |
Meeting name | Title (Meeting) |
Meeting date time | Start time (Meeting) |
Meeting participants | Attendees (Meeting) |
Meeting duration (scheduled) | Duration (Meeting) |
Meeting status | Outcome (Meeting) |
After scheduling: Booker, Meeting status, Event type, Playbook, Meeting link After the meeting: Meeting notes | Attendee description (Meeting) |