Quick create Salesforce records in Dooly

Had a 🔥 new lead come in? Need to quickly open a new opp? Create Salesforce records from Dooly and start taking your notes right away.

Written by Justin Vaillancourt
Updated over a week ago

We heard you. You needed a quick and easy way to add records to Salesforce on the fly, and now you can, from Dooly. No more switching between tabs.

CMD K to open quick create or click plus sign in left nav
Choose Note, Lead, Contact, Opportunity, Account etc
Fill in the required fields (Dooly only surfaces fields set by your SFDC admin)

Voilà, you're done! You can start taking notes right away - Dooly will bring you to a new note screen.

Let us know if you have any questions!