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Task automation
Task automation
Information on our CRM automation
+3
23 articles in this collection
Written by
Veronika Riederle,
Demodesk Sales,
Marcel Seibold
and 3 others
Tokens
How to use Tokens in Demodesk
Tokens are an easy to set up system for personalisation and saving time
Written by
Carlos Gerber
Updated over a week ago
Salesforce
How to integrate Salesforce with Demodesk
Integrate Demodesk with Salesforce to automate scheduling, preparation, call logging, and documentation
Written by
Veronika Riederle
Updated over a week ago
Salesforce Integration settings in Demodesk
An overview over all settings when integrating Demodesk & Salesforce
Written by
Demodesk Sales
Updated over a week ago
How to schedule out of Salesforce
Add a custom button or field to schedule directly out of Salesforce
Written by
Demodesk Sales
Updated over a week ago
Report data in your CRM
Track and analyze meeting data from within your CRM
Written by
Veronika Riederle
Updated over a week ago
Hubspot
How to integrate Hubspot with Demodesk
Increase your data quality and facilitate documentation with the Demodesk HubSpot Integration.
Written by
Carlos Gerber
Updated over a week ago
Hubspot Integration settings in Demodesk
An overview over all settings when integrating Demodesk & HubSpot
Written by
Lisa Neu
Updated over a week ago
How to set up Scheduling out of HubSpot
Schedule meetings directly out of HubSpot
Written by
Carlos Gerber
Updated over a week ago
Pipedrive
How to integrate Pipedrive with Demodesk
IIncrease your data quality and facilitate documentation with the Demodesk Pipedrive Integration.
Written by
Carlos Gerber
Updated over a week ago
Pipedrive integration settings in Demodesk
Everything you need to know when integrating Demodesk & Pipedrive
Written by
Carlos Gerber
Updated over a week ago
Scheduling meetings from other apps: Dynamic URLs for passing on parameters
Demodesk scheduling can be triggered from various applications.
Written by
Marcel Seibold
Updated over a week ago
Google
All you need to know about the Google integration
Integrating Google helps you, to automate processes such as email invites and scheduling features
Written by
Carlos Gerber
Updated over a week ago
Duplicate and customize presentations in Google Drive
Customize playbooks for customers without changing the original playbook
Written by
Lisa Neu
Updated over a week ago
Other native Integrations
Ways to integrate Demodesk with Intercom
Intercom allows you to build up your relationship with your the customers
Written by
Demodesk Support
Updated over a week ago
All you need to know about the Chorus integration
Use this integration to send all your recordings to Chorus.
Written by
Marcel Seibold
Updated over a week ago
Teams integration
Written by
Marcel Seibold
Updated over a week ago
Zoom Integration
Use Demodesk Scheduling with Zoom
Written by
Marcel Seibold
Updated over a week ago
All you need to know about the Modjo integration
Analyze your sales conversations with Modjo
Written by
Demodesk Support
Updated over a week ago
All you need to know about the Gong integration
Use this integration to send all your recordings to Gong.
Written by
Marcel Seibold
Updated over a week ago
All you need to know about the Guru integration
Accessing Guru content in every Demodesk meeting
Written by
Lisa Neu
Updated over a week ago
All you need to know about Make (Integromat)
Make (Integromat) enables you to automated workflows with Demodesk
Written by
Demodesk Support
Updated yesterday
Integrate Outreach for a seamless sales experience
Automate your outbound- and inbound-to-demo process
Written by
Carlos Gerber
Updated over a week ago
How can I integrate with Calendly?
For integrating with Calendly, we make use of our permanent meeting links and sync meetings from your calendar
Written by
Marcel Seibold
Updated today