Our Demodesk integration for HubSpot keeps your HubSpot data accurate and adds insights and intelligence. Reps won't need to spend time manually updating HubSpot anymore, HubSpot data can be used to personalize scheduling and meeting workflows, and users can access information from HubSpot within Demodesk.
Create activities in HubSpot
Demodesk instantly generates activities in HubSpot as meetings are scheduled, populating the record with vital information such as hosts, participants, bookers, booki ng questions, and any customized data crucial to your organization.
Automatically track meeting activity
Demodesk seamlessly monitors meeting status behind the scenes, automatically updating activities with details on cancellations, rescheduling, and no-shows, all without requiring any manual effort.
Update and create contacts in HubSpot
When scheduling meetings, Demodesk automatically generates new contacts or deals in HubSpot. If the contact already exists in HubSpot, the activities will be added to any HubSpot record.
Route by HubSpot ownership
When scheduling meetings, Demodesk automatically looks up and matches known contacts and companies in HubSpot. This ensures that known leads and existing customers book appointments with the right team member without any manual follow-up or reassignment.
Schedule meetings directly from HubSpot
Enhance your HubSpot app with a Demodesk Scheduling button, enabling you to schedule meetings directly with existing contacts in HubSpot.
Use HubSpot data for Scheduling workflows
Utilize HubSpot data while scheduling meetings with the Demodesk Scheduler, automatically personalizing invitations, reminders, and other scheduling workflows efficiently and at scale.
Use HubSpot data in Demodesk Meetings
Retrieve real-time HubSpot data directly into the meeting, ensuring you constantly have the latest customer information at your fingertips.
Auto-sync meeting notes to HubSpot
After the meeting concludes, easily review and edit meeting notes, follow-ups, recordings, tags, and AI summaries within an intuitive and user-friendly interface. With just one click, seamlessly sync all this information directly to HubSpot.
Build custom workflows
We assist you in creating tailored workflows within Demodesk. Reach out to our sales team for additional details.