Save the trip to Salesforce and create new Salesforce contacts right in Dooly.

How to create a contact from anywhere in Dooly

  1. Click on "Quick create" or use the keyboard shortcut CMD+/

  2. Select "Contact" and input their details

  3. And voila! Once you create the new contact, there's the option to create a note connected to that person. Then jot down a few things about that person or create a follow-up task.

How to import your meeting attendees and create contacts

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 one-click add them to Salesforce.

If the contact already exists in Salesforce, Dooly will bring it forward for you to add to your note. An existing contact has a purple icon! 💜

Pro Tip: Click the contact to update info, 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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