Step by step process for integrating Demoboost with your CRM

Looking to connect your product demos with your CRM, but tired of vague promises and marketing fluff? You’re in the right place. This guide is for sales ops, admins, and anyone who actually has to do the integration work and wants clear steps—plus honest warnings about what’s likely to trip you up.

We’ll walk through exactly how to integrate Demoboost with your CRM, using real-world advice instead of wishful thinking. Whether you’re using Salesforce, HubSpot, or something less common, the principles are the same. Let’s get you from “what the heck is an API key?” to “it’s working, and I know how to fix it if it breaks.”

Before You Start: What You’ll Need

Don’t skip this. A little prep up front will save you hours of headbanging later.

Make sure you have: - Admin access to both your CRM and Demoboost accounts - A test/demo environment (if possible)—don’t risk messing up live data - API documentation for both platforms - A clear sense of what data you want to sync (contacts, demo views, activity logs, etc.)

Pro tip: If you’re just connecting for the sake of “integration,” pause. Figure out why you want this—what do you want to see in your CRM that Demoboost provides? Decide now, not halfway through.

Step 1: Map Out the Data Flow

Don’t just jump into settings and start clicking. Figure out: - What Demoboost data needs to show up in your CRM? (Demo views, engagement scores, etc.) - Where should this info land? (Contact records, opportunities, custom fields) - How often does it need to sync? (Real-time? Daily? Just once?)

Why this matters: If you skip this, you’ll end up with a pile of half-connected data that nobody trusts. Or worse, you’ll flood your CRM with junk.

What works: Drawing this out on paper or a whiteboard. Seriously, don’t skip this step.

Step 2: Get Your API Keys and Permissions

Here’s where a lot of integrations stall: missing or wrong permissions.

For Demoboost:

  • Log in as an admin.
  • Go to Settings > API or Integrations section. (If you don’t see this, you may need to ask Demoboost support to enable API access.)
  • Generate an API key or OAuth token. Copy it somewhere safe.

For Your CRM:

  • In Salesforce: Go to Setup > App Manager, and create a new Connected App if needed.
  • In HubSpot: Go to Settings > Integrations > Private Apps, then create one and note the key.
  • For others, look up “API key” or “OAuth” in your CRM’s help docs.

What to ignore: Don’t bother with the “Zapier” or “no-code” connectors unless you know your integration is super simple. They’re fine for basic stuff, but you’ll run into walls fast if you need more control.

Step 3: Set Up the Integration in Demoboost

Most CRMs want to be the “source of truth,” so you’ll usually start from Demoboost’s side.

  1. Go to Integrations.
  2. Look for a CRM section (Salesforce, HubSpot, etc.).
  3. Paste in your CRM API credentials.
  4. Usually an API key, sometimes a client ID/secret.
  5. Choose what to sync.
  6. Pick specific objects (contacts, companies, etc.).
  7. Decide if you want one-way (Demoboost → CRM) or two-way sync.

What works: Start with the minimum viable sync. Don’t try to sync everything at once.

What doesn’t: Don’t check every box “just in case”—you’ll end up with a mess.

Step 4: Configure Field Mapping

Now you need to tell Demoboost how its data lines up with your CRM’s fields.

  • Match Demoboost fields (like “Demo Viewed,” “Engagement Score”) to CRM fields.
  • If you need custom fields in your CRM, create them now. Don’t try to cram demo data into the wrong field just because it exists.
  • Double-check data types (text, number, date). Mismatches here are a top cause of failed syncs.

Pro tip: Document your mappings so you don’t have to reverse-engineer them later.

Step 5: Test the Integration with Sample Data

This is where most integrations should fail—before your real data is at risk.

  1. Send a test demo from Demoboost.
  2. Check your CRM. Did the right info show up, in the right place?
  3. Look for errors. Most platforms will give you a sync log or error report.

What works: Start with just one record. Don’t test with a real customer if you can help it.

What doesn’t: Don’t rush to “turn on” the full sync until you’ve seen the test work end-to-end.

Step 6: Fine-Tune and Automate

If the basic sync works, now you can get clever.

  • Set up automation rules in your CRM (e.g., notify sales when someone views a demo).
  • Build reports to track how demo engagement affects deals.
  • Decide who gets notified about integration errors (and how).

What works: Keep automations simple at first—just enough to prove value.

What doesn’t: Don’t tie 10 different workflows to the new Demoboost data right away. If the integration hiccups, you’ll have a headache untangling it all.

Step 7: Monitor and Maintain

Integrations aren’t “set and forget.” APIs change, credentials expire, data structures get tweaked.

  • Set a recurring reminder to check sync logs.
  • Make sure someone owns the integration—ideally not “whoever set it up last.”
  • Have a rollback plan: document how to disconnect or pause the integration if it starts causing issues.

Pro tip: Most issues happen after a CRM update or a password change. Don’t wait for sales to complain that data’s missing—check proactively.

Troubleshooting Common Problems

  • Data not syncing? Check API keys and permissions first. 90% of issues start there.
  • Duplicate records? Your mapping might be off, or you’re syncing from both sides.
  • Weird data in CRM? Check field types and mapping—text in a number field will cause silent failures.
  • Integration disappeared after an update? Some platforms reset API connections after big changes.
  • Nothing in logs? Find the “debug” or “verbose log” setting and turn it on temporarily.

What to Skip (Unless You Really Need It)

  • Custom code: Most teams don’t need to write scripts—use built-in integration tools unless you have a unique use case.
  • Third-party connectors: They can save time for basic stuff, but become a hassle for anything beyond simple field-to-field sync.
  • Syncing everything: More data isn’t better. Sync only what’s actionable.

The Bottom Line: Keep It Simple, Iterate Fast

Don’t try to build the perfect integration on day one. Start with the basics—get Demoboost data into your CRM where your team can actually use it. If something’s not working, scale back, fix it, and then build up from there.

Integrations are supposed to make life easier, not give you more to manage. Keep it simple, document your steps, and don’t be afraid to ask Demoboost or CRM support for help if you hit a wall.

Now go connect your tools—and spend the time you save actually selling, not wrestling with bad data.