Sync meeting notes & transcripts to Pipedrive, automate scheduling & lead routing and coach sales teams in real-time with Demodesk.

In Attract new leads, Qualify my leads, Communicate with leads, Automate my pipeline and data, Manage my accounts

Description

Get the most out of your sales meetings with Demodesk & Pipedrive. Explore our three powerful products as standalone solutions or mix & match to meet your needs.

Demodesk Coaching & AI

Let our AI meeting assistant record, transcribe, translate, and summarize your Zoom, Google Meet, or Microsoft Teams meetings so you can focus on the conversation instead of taking notes. Our AI Sales Coach provides instant, actionable feedback on each recorded sales meeting to help you improve your sales skills. Demodesk automatically generates call summaries that are instantly synced to Pipedrive at the end of the call - no more data entry.

Demodesk Scheduling

Qualify, route, and book meetings with inbound leads in real time, control handoffs across your team, and book more client meetings faster with our advanced routing and scheduling software. Automate meeting scheduling, track meeting activity or update and create contacts in Pipedrive.

Demodesk Meeting

Host professional, interactive video meetings with clients and coach salespeople in real time using standardized playbooks, talking points, and battle cards. Automate meeting preparation and follow-up, standardize sales processes, increase conversions, and improve productivity. 100% GDPR compliant. Leverage Pipedrive data in Demodesk Meetings and automatically sync meeting notes to Pipedrive after the call.

Installation instructions

You need to be logged into your Demodesk account. If you don't have an account, start with a free trial.
Go to your settings and click on "Integrations" > "Connections".
Look for Pipedrive and click on the "Connect" button and you'll be redirected to Pipedrive to give the necessary permisisons.
Read the permissions carefully. If you agree with them, click on "Install".
🎉 Congratulations, you just installed the Demodesk integration for Pipedrive.

For further help on how to setup Pipedrive according to your needs, check out the getting started guide.