Dooly + Salesloft

Use Dooly and Salesloft together for maximum impact

Daga Gavin avatar
Written by Daga Gavin
Updated over a week ago

When you're building your funnel, you likely run sequences in Salesloft. Every time you book a demo, you need to log the notes back to Salesforce for easy handover.

Dooly lets you live in Salesloft while ensuring your notes, critical fields and call scripts are all where you need them when you need them. 

Dooly follows you through your sequences and syncs everything back to Salesforce so you have more time to perfect your pitch.

More time = more meetings booked = more commi$$ion.  💸

Get Started

  1. Open Salesloft. Start your daily tasks.

  2. Click the Dooly Chrome Extension. 

  3. Dooly finds the associated Salesforce record and starts a note. 

  4. Take a note and sync when you're done.

Click on the View in Notes callout to have Dooly follow you to your next task.

Pro Tips

  • Create a template of your call script, common fields to update, + follow-up tasks.

  • Trigger specific plays based on what's said on the call by using playbooks.

Learn how to put your admin work on autopilot with more Dooly integrations.

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