Our Demodesk integration for Salesforce simplifies your meetings, keeps your Salesforce data accurate and adds insights and intelligence. Your reps won't need to spend time manually updating Salesforce anymore. You can also use Salesforce data to personalize scheduling and meeting workflows, and access information from Salesforce within Demodesk.
Create events in Salesforce
Demodesk instantly generates events in Salesforce as meetings are scheduled, populating the event object with vital information such as hosts, participants, bookers, booking questions, and any customized data crucial to your organization.
Automatically track meeting activity
Demodesk seamlessly monitors meeting status behind the scenes, automatically updating events with details on cancellations, rescheduling, and no-shows, all without requiring any manual effort.
Update and create objects in Salesforce
When scheduling meetings, Demodesk automatically generates new leads, contacts, or opportunities in Salesforce. If the contact already exists in Salesforce, the events or tasks will be added to any Salesforce object.
Route by Salesforce ownership
When scheduling meetings, Demodesk automatically looks up and matches known leads, contacts or accounts in Salesforce. 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 Salesforce
Enhance your Salesforce app with a Demodesk Scheduling button, enabling you to schedule meetings directly with existing Lead and Contact records in Salesforce.
Use Salesforce data for Scheduling workflows
Utilize Salesforce data while scheduling meetings with the Demodesk Scheduler, automatically personalizing invitations, reminders, and other scheduling workflows efficiently and at scale.
Use Salesforce data in Demodesk Meetings
Retrieve real-time Salesforce data directly into the meeting, ensuring you constantly have the latest customer information at your fingertips.
Auto-sync meeting notes into Salesforce
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 Salesforce.
Build custom workflows
We assist you in creating tailored workflows within Demodesk. Reach out to our sales team for additional details.