Easily keep the whole team informed with deals and accounts by automatically syncing Dooly notes to Slack. Also access the brainpower across your company to help you win more deals.

How to connect a Slack channel to a record

  1. Search for any account, opportunity, contact or lead in Dooly

  2. Click on the three dots in the top-right corner and toggle on Slack channel

  3. Select a Slack channel or create a new one (note: only public Slack channels are available)

  4. Once the Slack channel is selected, any notes taken against that record will get pushed to that Slack channel, as well as any new notes will also get pushed to that Slack channel

How to notify a team member in Slack from a Dooly note

  1. When you’re on your Dooly note, click on the three dots in the top-right corner and toggle on Slack channel

  2. Select a Slack channel or create a new one (note: only public Slack channels are available)

  3. In your Dooly note, @ mention a team member to loop them in on the deal

  4. Dooly will invite the team members you tagged to that Slack channel

  5. You can @ mention more team members and hit sync to invite them to the same channel anytime

💡 Example: Loop in your sales manager, revops, legal or security to get them up to speed on the deal context and collaborate on the deal in one place.

How to connect Dooly with Slack

Get the Dooly Slack app set up to get one step closer to team selling bliss.

Get more details on what else you can do with Dooly for Slack.

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