Example Workflow Triggers and Actions

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New Meeting Scheduled

Triggered when a new meeting is scheduled in Demodesk, initiating actions in HubSpot such as creating or updating contact records, scheduling follow-up tasks, or triggering automated email sequences to confirm meeting details and share relevant resources.
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Meeting Started

Activated upon the start of a meeting in Demodesk, triggering actions in HubSpot such as logging meeting activities, recording attendee details, or updating deal stages to reflect ongoing sales interactions and engagements.
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Meeting Ended

Fires when a meeting concludes in Demodesk, prompting actions in HubSpot such as logging meeting outcomes, capturing meeting notes, or sending follow-up emails with session recordings or additional information discussed during the meeting.
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Meeting Feedback Received

Triggered when meeting feedback is submitted by attendees in Demodesk, initiating actions in HubSpot such as updating contact properties, tracking satisfaction scores, or flagging feedback for review and response by sales representatives or customer success teams.
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Recording Uploaded

Activated upon the upload of meeting recordings in Demodesk, triggering actions in HubSpot such as attaching recordings to contact records, updating lead statuses, or sending follow-up emails with session recordings for prospects unable to attend the live meetings.
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Demo Completed

Fires when a demo session is completed in Demodesk, prompting actions in HubSpot such as updating opportunity stages, assigning follow-up tasks, or sending post-demo surveys to gather feedback and insights from prospects about their experience and interest level.
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Meeting Rescheduled

Triggered when a meeting is rescheduled in Demodesk, initiating actions in HubSpot such as updating meeting schedules, notifying attendees of the changes, or adjusting follow-up communications to accommodate the new meeting timing.
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Meeting Cancelled

Activated upon the cancellation of a meeting in Demodesk, triggering actions in HubSpot such as updating meeting statuses, removing scheduled tasks, or sending cancellation notifications to attendees with options to reschedule or connect at a later time.
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Document Shared

Fires when documents are shared during meetings in Demodesk, prompting actions in HubSpot such as tracking document views, capturing prospect interests, or sending follow-up emails with additional resources or information related to the shared documents.
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"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

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Demodesk + HubSpot

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Efficient Sales Demos and Meetings

Integrate Demodesk with HubSpot to conduct efficient and interactive sales demos and meetings. With seamless integration, sales teams can schedule, host, and follow up on Demodesk sessions directly within HubSpot, providing a streamlined experience for both sales representatives and prospects.

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Automated Meeting Logging and Follow-Up

Automatically log meeting activities and outcomes from Demodesk sessions into HubSpot CRM. By syncing meeting data, notes, and action items, businesses can ensure that all interactions are captured accurately, enabling timely follow-up, task assignments, and personalized communication with prospects and customers.

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Personalized Sales Enablement and Training

Leverage Demodesk's screen sharing and annotation features alongside HubSpot's CRM data for personalized sales enablement and training sessions. Sales representatives can access prospect information, customize presentations, and deliver engaging demos tailored to each prospect's needs and preferences.

Hubspot integration FAQs

Hubspot integration FAQs

Integration questions demystified for marketing teams

How does the HubSpot Demodesk Integration streamline sales demos and meetings?

The integration streamlines sales demos and meetings by enabling sales teams to schedule, host, and follow up on Demodesk sessions directly within HubSpot, providing an efficient and interactive experience for both sales representatives and prospects.

Can businesses automate meeting logging and follow-up with the integration?

Yes, businesses can automate meeting logging and follow-up by syncing meeting activities and outcomes from Demodesk sessions into HubSpot CRM, ensuring that all interactions are captured accurately for timely follow-up, task assignments, and personalized communication with prospects and customers.

How can sales representatives leverage the integration for personalized sales enablement and training?

Sales representatives can leverage the integration for personalized sales enablement and training sessions by combining Demodesk's screen sharing and annotation features with HubSpot's CRM data. This allows them to access prospect information, customize presentations, and deliver engaging demos tailored to each prospect's needs and preferences.

What Demodesk events can trigger actions within HubSpot through the integration?

Demodesk events such as new meeting scheduling, meeting start/end, feedback submission, recording upload, demo completion, meeting rescheduling/cancellation, document sharing, and screen sharing can trigger actions within HubSpot through the integration for seamless meeting management and follow-up.

How does the integration help businesses capture and track meeting activities and outcomes?

The integration helps businesses capture and track meeting activities and outcomes by automatically logging meeting data, notes, and action items from Demodesk sessions into HubSpot CRM, ensuring comprehensive visibility and accountability throughout the sales process and customer lifecycle.

Can businesses personalize follow-up communications and engagements with prospects and customers?

Yes, businesses can personalize follow-up communications and engagements with prospects and customers by leveraging synced data between Demodesk and HubSpot to tailor messaging, content, and next steps based on meeting interactions, feedback, and interests for enhanced engagement and conversion.

Is the integration customizable to support different sales processes and workflows?

Yes, the integration is customizable to support different sales processes and workflows, offering flexibility in data syncing, automation rules, and follow-up actions to accommodate unique business requirements and optimize sales efficiency and effectiveness.

How can businesses leverage meeting recordings for training and coaching purposes?

Businesses can leverage meeting recordings captured by Demodesk and synced with HubSpot to facilitate training and coaching sessions for sales representatives. These recordings provide valuable insights into sales interactions, best practices, and areas for improvement, enabling targeted coaching and skill development initiatives.

Can businesses track prospect engagement and interest levels during meetings?

Yes, businesses can track prospect engagement and interest levels during meetings by capturing data such as document views, screen shares, and interaction metrics within Demodesk and syncing it with HubSpot CRM, allowing for more informed follow-up and personalized outreach based on prospect behavior and preferences.

How does the integration improve collaboration and communication between sales teams and prospects?

The integration improves collaboration and communication between sales teams and prospects by centralizing meeting management and follow-up within HubSpot CRM, enabling seamless coordination, information sharing, and alignment of sales efforts to deliver a unified and cohesive experience for prospects throughout the sales cycle.
The integration streamlines sales demos and meetings by enabling sales teams to schedule, host, and follow up on Demodesk sessions directly within HubSpot, providing an efficient and interactive experience for both sales representatives and prospects.
Yes, businesses can automate meeting logging and follow-up by syncing meeting activities and outcomes from Demodesk sessions into HubSpot CRM, ensuring that all interactions are captured accurately for timely follow-up, task assignments, and personalized communication with prospects and customers.
Sales representatives can leverage the integration for personalized sales enablement and training sessions by combining Demodesk's screen sharing and annotation features with HubSpot's CRM data. This allows them to access prospect information, customize presentations, and deliver engaging demos tailored to each prospect's needs and preferences.
Demodesk events such as new meeting scheduling, meeting start/end, feedback submission, recording upload, demo completion, meeting rescheduling/cancellation, document sharing, and screen sharing can trigger actions within HubSpot through the integration for seamless meeting management and follow-up.
The integration helps businesses capture and track meeting activities and outcomes by automatically logging meeting data, notes, and action items from Demodesk sessions into HubSpot CRM, ensuring comprehensive visibility and accountability throughout the sales process and customer lifecycle.
Yes, businesses can personalize follow-up communications and engagements with prospects and customers by leveraging synced data between Demodesk and HubSpot to tailor messaging, content, and next steps based on meeting interactions, feedback, and interests for enhanced engagement and conversion.
Yes, the integration is customizable to support different sales processes and workflows, offering flexibility in data syncing, automation rules, and follow-up actions to accommodate unique business requirements and optimize sales efficiency and effectiveness.
Businesses can leverage meeting recordings captured by Demodesk and synced with HubSpot to facilitate training and coaching sessions for sales representatives. These recordings provide valuable insights into sales interactions, best practices, and areas for improvement, enabling targeted coaching and skill development initiatives.
Yes, businesses can track prospect engagement and interest levels during meetings by capturing data such as document views, screen shares, and interaction metrics within Demodesk and syncing it with HubSpot CRM, allowing for more informed follow-up and personalized outreach based on prospect behavior and preferences.
The integration improves collaboration and communication between sales teams and prospects by centralizing meeting management and follow-up within HubSpot CRM, enabling seamless coordination, information sharing, and alignment of sales efforts to deliver a unified and cohesive experience for prospects throughout the sales cycle.

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