Demodesk

Information on how to automate tasks with our integrations

API & Integrations

Integrate Demodesk in your custom workflows for full flexibility and full control.

API Reference

Understand the difference between webhooks and API requests in Demodesk

API Requests vs. Webhook

Best practices and recommended approach for migrating historical recordings from other platforms (e.g., Fireflies) into Demodesk

Migrating Historical Recordings into Demodesk from Other Platforms

This guide shows you how to download transcripts (and summaries) from past Demodesk recordings, for one person or your whole team, using the Demodesk API.

Download Past Transcripts via API (v2)

This article explains where to find your Demodesk API key and how company admins can manage webhooks in Demodesk.

How to generate an API key and manage webhooks

Tokens are an easy to set up system for personalisation and saving time

How to use tokens in Demodesk

Tokens

Integrate Demodesk with Salesforce to automate scheduling, preparation, call logging, and documentation

How to integrate Salesforce with Demodesk

An overview over all settings when integrating Demodesk & Salesforce

Salesforce Integration settings in Demodesk

Add a custom button or field to schedule directly out of Salesforce

How to schedule out of Salesforce

Track and analyze meeting data from within your CRM

Report data in your CRM

With custom tokens in playbooks, you can update your CRM directly from Demodesk

Sync your notes to Salesforce

Salesforce

Increase your data quality and track all customer conversations with the Demodesk integration for HubSpot.

Introducing the integration for HubSpot

An overview of the integration settings in Demodesk for defining the interactions with HubSpot.

How to install and manage the integration for HubSpot

Schedule meetings directly out of HubSpot

How scheduling out of HubSpot works

Integrating HubSpot forms with Demodesk enhances lead capture and sales funnel efficiency, streamlining the qualification process.

HubSpot Forms with Demodesk Routing and Booking pages

HubSpot

Increase your data quality and track all customer conversations with the Demodesk integration for Pipedrive.

Introducing the integration for Pipedrive

Everything you need to know when integrating Demodesk with Pipedrive

How to install and manage the integration for Pipedrive

Demodesk scheduling can be triggered from various applications.

Scheduling meetings from other apps: Dynamic URLs for passing on parameters

Pipedrive

Integrating Google helps you, to automate processes such as email invites and scheduling features

All you need to know about the Google integration

Schedule meetings that happen on Google Meet with Demodesk

Google Meet integration

Customize playbooks for customers without changing the original playbook

Duplicate and customize presentations in Google Drive

Google Drive: How to add Images from Google Drive into the meeting invite/reminder

This article explores Google Calendar's recently implemented spam policy and the challenges it might present

Google Calendar's new policy and its impact on scheduling tools

Google

Intercom allows you to build up your relationship with your the customers

Intercom integration

Microsoft Teams integration

Use a Zoom personal room as the meeting location for Demodesk booking links and scheduled meetings.

Connect a Zoom personal room for Demodesk Scheduling

Make enables you to automated workflows with Demodesk

Make Integration

Automate your outbound- and inbound-to-demo process

Outreach integration

Seamlessly integrate a PowerPoint presentation into a playbook or share it directly within a Demodesk meeting.

PowerPoint integration

If you're using n8n for workflow automation, you can automatically receive meeting transcripts from Demodesk whenever a recording is processed.

Automatically Fetch Transcripts from Demodesk Using n8n

Want to automatically collect meeting transcripts from Demodesk and use them in your internal tools? You can set this up in just a few steps using Make.com

Automatically Fetch Transcripts from Demodesk Using Make

If you're using Zoho Flow for workflow automation, you can automatically receive meeting transcripts from Demodesk whenever a recording is processed.

Automatically Fetch Transcripts from Demodesk Using Zoho Flow

Connect external tools like HubSpot, Slack, or Intercom to Demodesk so your AI can access approved API endpoints.

Custom Intregations

Learn how to connect your Webex account to Demodesk so your Webex meetings can be imported and processed automatically.

Connect Webex to Demodesk

Other Integrations

Go to your account

Find answers and get help from Intercom Support and Community Experts

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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