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Auto Linking & Auto Syncing Notes
Auto Linking & Auto Syncing Notes

Speed up your pre and post call work with auto link & auto sync

Daga Gavin avatar
Written by Daga Gavin
Updated over a week ago

Auto Link

Dooly auto links your notes to a record to save you time and clicks!

How does Dooly know which record to link?

Dooly makes its best guess based on meeting attendees and your role.

For example:

  • An Account Executive's notes will auto link to an opportunity record.

  • A Customer Success Manager's notes will auto link to an account record.

How do I link my note to a different record?

Step by step:

  1. Select the drop down arrow next to the name of the linked record

  2. Click on 'link to another record'

  3. Search for the record you want to link.

  4. Done!

Auto Sync

Never have that "syncing" feeling again. Dooly has your back!

How does it work?

Dooly will daily auto sync all notes for all users with this workflow πŸ‘‡

  1. Start a note from your calendar.

  2. Link your note to a Salesforce record.

  3. Type your note.

  4. Once your note is left 'unsynced' for 12 hours Dooly will automatically sync it to Salesforce.

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