Streamline your workflow with Dooly!

Don’t let Salesforce admin slow you down. Take notes lightning fast in Dooly alongside your outbound sequence to get more time back in your day to talk to more leads. 💥

1. Get the Chrome extension for easy note taking

While the Chrome extension is open with Outreach, Salesloft, or Salesforce itself, Dooly keeps up with your outbound motion so you never miss a beat. As you transition between records, a callout appears in Dooly so you can quickly create a new note for the account, opp, contact, or lead that you’re working on.

2. Create leads and contacts on the fly

CMD+K is the shortcut. Once you add a new lead or contact, a new note will open so you can capture the details from your call.

Dive deeper into creating new contacts.

3. Get more done while taking notes

Dooly syncs all your note’s content automatically to Salesforce, including fields, tasks, contacts, and activities. Magic! 🎩

Supercharge your notes by creating templates for your best call scripts and AE handover notes (including all of those fields that you’re supposed to fill out).

The SDR template gallery can help with inspiration for template structure, SFDC fields, and key questions to ask.


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