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Create New Contacts
Create New Contacts

Create contacts in Salesforce, update information, add their contact role

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

Create and update Salesforce contacts without the hassle.

Create contacts from anywhere on the web

With the Dooly Chrome extension, the CMD+J shortcut will pull up DoolyBar where you can create or update Salesforce contacts on any website, from your email to LinkedIn.

Create contacts from Google Calendar

Keep track of who you're meeting with. Quickly create Salesforce contacts right from your Google Calendar.

When taking notes, create contacts from meeting attendees

Dooly's calendar integration automatically pulls your meeting attendees into your note. Then you can add them to Salesforce if they're not already there.

  1. Click on a meeting from your calendar to start a new note.

  2. Click on any of the attendees to 1-click add them to Salesforce.

๐Ÿ’ก Pro Tip: Click the contact to update their details, and click the dropdown beside their name to add their contact role on your opportunity.

Explore more tips for boosting your sales productivity with Dooly.

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