If you’re in B2B sales, you know half your time gets chewed up by stuff that isn’t selling—scheduling, data entry, chasing down follow-ups. It’s frustrating, and most “automation” tools just add more tabs. This guide is for anyone who’s using Demodesk (or thinking about it) and wants to cut the busywork, not make life harder.
You’ll get a straight-shooting walkthrough on which Demodesk integrations actually help, how to set them up, and some honest advice about what to skip.
Why Integrations Matter (and Where They Actually Help)
Let’s be blunt: most sales tools promise to “streamline” your process, but a lot just move the mess around. The real upside of integrating Demodesk with your existing stack is simple:
- Stop double-handling data: No more copying notes from one tool to another.
- Keep your CRM accurate—by default: Meetings, outcomes, and next steps get logged automatically.
- Cut down on no-shows and dead air: Automations keep prospects on track, so you don’t have to babysit every deal.
But all this only works if you pick integrations that actually solve a problem you have—not just because it’s on a list of “supported apps.”
Step 1: Map Out Your Sales Process (Seriously, Do This First)
Before you start connecting tools, take 10 minutes to write down your current sales flow. Where does info get lost? Where do you waste time?
Look for pain points like:
- Scheduling back-and-forths with prospects
- Forgetting to log calls or meeting notes
- Frantic Slack messages to teammates after a meeting
- Updating the same deal in three different places
If you can name the bottleneck, you’ll know which integrations are worth your time.
Pro tip: Don’t automate chaos. If your process is a mess, integrations will just speed up the madness.
Step 2: Get the Basics Right — Connect Your Calendar and CRM
These are the two integrations that move the needle for almost everyone. If you only do one thing, do this.
Calendar Integration
Demodesk connects to Google Calendar and Outlook. Here’s what this actually does for you:
- Prospects can book directly into your calendar—no more email ping-pong.
- It checks your real availability (including private stuff), so you don’t double-book.
- Meetings show up with all the right info, links, and context.
Set it up: 1. Go to your Demodesk settings. 2. Find the “Calendar Integration” section. 3. Connect your Google or Outlook account. 4. Tweak your availability—don’t just use the default, or you’ll get booked during lunch.
What to watch out for:
If your company uses multiple calendars (one for personal, one for shared), make sure Demodesk is looking at all of them. Otherwise, you’ll get double-booked anyway.
CRM Integration
Demodesk offers plug-and-play integrations with Salesforce, HubSpot, and a few others. The idea is simple: meetings, notes, and outcomes go straight into your CRM—no more manual updates.
Set it up: 1. In Demodesk, go to “Integrations.” 2. Pick your CRM and connect. 3. Map the fields you want synced (meeting notes, outcomes, next steps, etc.).
Things nobody tells you: - Double-check your field mappings. If you don’t, you’ll end up with meetings in the wrong place or missing data. - Don’t sync everything. Only push what’s useful to your sales team—the rest is noise.
Step 3: Automate Scheduling and Reminders
No-shows kill momentum. Demodesk’s scheduler can send invites, reminders, and even follow-up emails. This isn’t revolutionary, but it works.
Why bother?
- You spend less time chasing people who forgot your meeting existed.
- Prospects get all the info they need (agenda, dial-in) without you lifting a finger.
How to set it up: 1. Create a meeting template in Demodesk. 2. Add automated reminders (email and/or SMS). 3. Personalize the message—don’t use robotic default text.
Skip the overkill: You don’t need three reminders and a calendar attachment. One or two, tops, or people will tune you out.
Step 4: Integrate with Slack (But Only If You Need It)
Slack integration can be handy—if your team actually lives in Slack. Demodesk can send notifications about new meetings, updates, or action items.
Useful for: - Getting instant alerts when a demo is booked, so the right rep can jump on it. - Notifying the team when a deal moves forward.
How to set it up: 1. In Demodesk, go to “Integrations.” 2. Choose Slack and authenticate. 3. Pick which channels get which notifications.
What to ignore: - Avoid spamming your #general channel. Be selective or people will mute it. - Don’t rely on Slack for all follow-ups—some things still need a task in your CRM.
Step 5: Use Zapier (Or Not)
Demodesk supports Zapier, which opens up a ton of possible automations. Zapier can push data between Demodesk and hundreds of other apps.
You might use Zapier to: - Add new demo bookings to a shared spreadsheet. - Trigger a custom Slack message when a high-value lead books. - Send post-meeting surveys automatically.
The catch: - Every new Zap is one more thing to troubleshoot when it breaks. - If your workflow is simple, you probably don’t need Zapier at all.
Reality check: Only use Zapier if you really need to connect Demodesk to something it doesn’t natively support, and you’re willing to babysit the automations.
Step 6: Templates and Playbooks — Integrate Them With Your Workflow
Demodesk lets you create meeting templates and sales playbooks—slide decks, talk tracks, objection handlers, and more. These aren’t “integrations” in the classic sense, but linking them to your CRM or calendar flow can save real time.
How to make it work: - Attach the right playbook to each meeting type (demo, discovery, onboarding). - Make sure your team knows how to access and update templates—don’t let them go stale. - Sync playbook outcomes to your CRM, so you can see what’s working.
Don’t overengineer: One good playbook is better than five that nobody uses.
Step 7: Reporting — Connect Demodesk Data to Your Analytics
Demodesk has built-in reporting, but if you live in Salesforce, HubSpot, or a BI tool, you’ll want your meeting data there.
Options: - Use the native CRM integration to push meeting stats, outcomes, and notes. - For more advanced needs, export data or use an API (if you have developer support).
Watch out for: - Garbage in, garbage out. If your team skips filling out meeting outcomes, your reporting will be useless—no tool can fix that. - Don’t drown in metrics. Focus on a few key stats: show rate, deal velocity, meeting-to-opportunity conversion.
What’s Not Worth Your Time
- Integrating with every app you use just because you can—stick to what solves a real problem.
- Over-customizing notifications—people will just ignore them.
- Trying to replace your CRM with Demodesk—it’s not built for that, and you’ll just make things harder.
Keep It Simple (and Iterate)
The best integrations are boring: they quietly keep your data clean and your team focused on selling, not updating records. Don’t fall for shiny add-ons or try to automate every little thing on Day 1. Start with the basics—calendar, CRM, reminders—and build from there.
Every team’s process is different, so tweak as you go. If an integration isn’t saving you time after a month, cut it. That’s how you actually get “streamlined”—not just another pile of SaaS subscriptions.