Task automation

Information on our CRM automation

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14 articles in this collection
Written by Veronika Riederle, Demodesk Sales, Marcel Seibold and 2 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 set up Scheduling out of Salesforce

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

Written by Demodesk Sales
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 via a special URL with parameters from other apps like Salesforce

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

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