Integrate Demodesk with the tools you already use
CRM
Salesforce
Keep Salesforce accurate without the manual entry. Demodesk logs meetings, updates records, and writes fields back automatically after every call.
HubSpot
Stop paying reps to update HubSpot. Demodesk logs activity, updates contacts and deals, and syncs meeting notes automatically after every call.
Pipedrive
Keep Pipedrive current without the busywork. Demodesk logs activity, updates deals, and syncs meeting notes automatically after every call.
Your CRM stays the single source of truth
Your call
Demodesk AI agents
Your CRM
Live CRM data flows back into Demodesk for scheduling and meeting prep.
What Demodesk writes back
- Meetings logged as activities or events, with their attendees
- AI summaries synced as meeting notes, or into a deal-level field
- Deal, contact, company, and meeting fields such as deal stage, next steps, pain points, and decision criteria
- A new deal when no matching one exists, once you confirm it
- Custom objects in Salesforce and HubSpot
You approve first, by default
The AI CRM Concierge fills fields with 99% accuracy, and it still asks first. Suggested updates arrive by email right after the call, and nothing changes in your CRM until you confirm, existing entries included.
Admins decide which fields it fills, which it must never touch, and whether it may create records or only update them. Rules you trust can switch to automatic sync.
Native CRM integrations
Salesforce, HubSpot, and Pipedrive connect natively from your Demodesk settings, with no build work.
Any other CRM can be connected by building your own integration on the Demodesk API, which hands summaries, transcripts, and real-time webhook events to your integration. REST & SQL API access is part of Enterprise plans.
See how the AI CRM Concierge works.
Calendar & email
Microsoft Outlook
Book meetings against your real Outlook availability and send every invite, reminder, and follow-up from your Microsoft account.
Google Workspace
Schedule against your live Google Calendar and send every invite, reminder, and follow-up from your Gmail account.
Calendar not syncing after connecting Outlook? See the Outlook troubleshooting questions or the help article Connect your calendar and email.
Video conferencing
Microsoft Teams
Record, transcribe, and analyze every Microsoft Teams call automatically — then let AI coach your reps and update your CRM.
Google Meet
Record, transcribe, and analyze every Google Meet call automatically — then let AI coach your reps and update your CRM.
Zoom
Record, transcribe, and analyze every Zoom meeting automatically — then let AI coach your reps and update your CRM.
Messaging
Slack
Call summaries, coaching scores, and deal alerts land in the channels your team already lives in. Agents post when it matters, stay quiet when it doesn’t.
Microsoft Teams Notifications
Push call summaries, coaching scorecards, and deal risk alerts into the Microsoft Teams channels your team already works in.
Dialers
Aircall
Capture every Aircall conversation, understand what was said, and turn phone calls into coaching and CRM updates.
CloudCall
Capture every CloudCall conversation, understand what was said, and turn phone calls into coaching and CRM updates.
Zoom Phone
Capture every Zoom Phone conversation, understand what was said, and turn phone calls into coaching and CRM updates.
RingCentral
Capture every RingCentral conversation, understand what was said, and turn phone calls into coaching and CRM updates.
Microsoft Teams Phone
Capture every Teams Phone conversation, understand what was said, and turn dialer calls into coaching and CRM updates.
Kixie
Capture every Kixie conversation, understand what was said, and turn phone calls into coaching and CRM updates.
Dialpad
Capture every Dialpad conversation, understand what was said, and turn phone calls into coaching and CRM updates.
JustCall
Capture every JustCall conversation, understand what was said, and turn phone calls into coaching and CRM updates.
CloudTalk
Capture every CloudTalk conversation, understand what was said, and turn phone calls into coaching and CRM updates.
Ringover
Capture every Ringover conversation, understand what was said, and turn phone calls into coaching and CRM updates.
Ring.io
Capture every Ring.io conversation, understand what was said, and turn phone calls into coaching and CRM updates.
Salesforce Sales Dialer
Capture every Salesforce Sales Dialer conversation and turn it into coaching, summaries, and clean CRM updates.
HubSpot Calling
Capture every HubSpot Calling conversation and turn it into coaching, summaries, and clean CRM updates.
8x8
Capture every 8x8 conversation, understand what was said, and turn phone calls into coaching and CRM updates.
Quo (OpenPhone)
Capture every Quo conversation, understand what was said, and turn phone calls into coaching and CRM updates.
Nextiva
Capture every Nextiva conversation, understand what was said, and turn phone calls into coaching and CRM updates.
Vonage
Capture every Vonage conversation, understand what was said, and turn phone calls into coaching and CRM updates.
Talkdesk
Capture every Talkdesk conversation, understand what was said, and turn phone calls into coaching and CRM updates.
Outreach
Capture the calls your reps make from Outreach sequences, coach every conversation, and sync outcomes back to your CRM.
Automation & API
Make
Connect Demodesk to 1,000+ apps and automate your workflows with Make — no code, no engineering project.
Demodesk API
Build what the prebuilt integrations don’t cover. Pull recordings, transcripts, summaries, and scorecards over REST, and let webhooks push every meeting event straight into your systems.
MCP
Let Claude, ChatGPT, and other AI clients query and act on your Demodesk data directly.
What about Confluence, Notion and other knowledge bases?
Demodesk has no prebuilt Confluence or Notion integration. Knowledge bases with public API documentation connect through Connectors instead: point Demodesk at the docs, and your AI agents can read from the tool. Going the other way, Demodesk MCP brings your meeting data into Claude, ChatGPT and other MCP-compatible assistants.
Why webhooks enable real-time CRM sync
Batch and polling
A scheduled job wakes up, asks each system what changed since last time, and copies the difference across. Between two runs, the CRM shows the world as it was at the last sync. Shortening the interval means more requests that mostly come back empty, and API rate limits push back long before the gap closes.
The practical cost is uncertainty. A call that just ended may or may not be on the deal yet, and nobody can tell you which. So reps re-check, managers ask, and the pipeline review runs on data of unknown age.
Webhooks and native sync
The event does the pushing. Demodesk fires demo.scheduled when a meeting is booked, demo.ended when a call finishes, and recording.transcription_postprocessed when the transcript is ready.
There is no polling loop and no interval to tune. The receiving system is told that something happened, and the work starts on its own. The rep leaves the call and the record is already moving.
Our native CRM integrations run on that principle without any build work. Salesforce, HubSpot, and Pipedrive connect in both directions: Demodesk pulls live CRM data into scheduling and meeting prep, and after the call the AI CRM Concierge writes structured fields — deal stage, next steps, pain points, decision criteria — back with 99% accuracy, with your approval before anything syncs. What a manager sees in a pipeline review is what was said on this morning’s calls.
Everything else in the stack can run off the same events. The Demodesk API lets your own systems subscribe to them directly, Make routes them to 1,000+ apps without code, and Connectors reach any tool with public API documentation. Real-time in one place and batch everywhere else still leaves you with a stale CRM, so it is worth asking every vendor on this page which of the two they do.
Ready to connect your stack?
Try Demodesk free for 14 days — no credit card, no commitment.