Dooly for Slack makes it easy to get key stakeholders involved in your deals, get answers to questions when you need it most, and keep people informed of deals as they go.
Use Dooly for Slack to:
Get real-time notifications on your deals or accounts and keep others informed on progress
Use @mention to tag colleagues in comments and within notes
Find out when you've been assigned ownership of a record
Stay on top of outdated next steps
Celebrate wins
Receive reminders of due (or overdue) tasks
Get notified anytime keywords come up throughout the sales cycle
Get real-time notifications and keep others informed
Get real-time notifications when others are commenting about your deals or @ mentioning you for input on what to do next.
Connect your deals to Slack channels to keep your team informed about your deals
Alert team members in real-time right from your Dooly notes
Best part? Hit the Reply button to respond back to comment conversations right from Slack.
Record Assignments
Change happens. Stay informed. We will send you a Slack notification when you are assigned as "Owner" of a record by someone else within Dooly.
Keep your Next Steps up to day
We will send you a list of records you own that have out of date next steps. By default, we will send you this list in Slack every Wednesday! This notification is dependant on having the Next Steps Date field configured in Salesforce. If not set up, you will not receive the notification.
Celebrate Wins
Get a nice little reminder of how much you're crushing it! We send you a little Slack celebration any time an Deal is moved to Closed-Won from within Dooly.
Stay on top of your task list
Daily reminders are sent out each morning, notifying you of any tasks due today (or any overdue tasks from yesterday.
Follow keywords in Slack
Stay informed on all of your team’s deals. Get notified when keywords or phrases are brought up in Dooly notes anytime during the sales process.
How to connect Dooly with Slack
Get the Dooly Slack app set up to get one step closer to team selling bliss.
Learn how to put your admin work on autopilot with more Dooly integrations.