Dooly

Smart sync your notes straight to Salesforce 🎁

Best Practices for Taking Notes in Dooly

Get organized so you can work smarter, faster and happier

Top 10 Note Tips

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

Auto Linking & Auto Syncing Notes

Collaborate with your teammates in the same Dooly note, in real-time or async!

Note Collaboration

Transfer ownership of a note to someone else on your team

Note Ownership Transfer

Automatically update Salesforce fields from your notes

Update Salesforce Fields in Dooly Notes

Get Dooly's meeting note superpowers and log Salesforce activity at the same time

Log Activity ("Log a Call" Tasks/Events) from Dooly Notes

Get the full picture of your customer's journey

View Notes from Related Records

Share your notes and meeting insights with a read-only link

Sharing Notes

Get real-time notifications when keywords get mentioned in Dooly notes

Follow Keywords from Notes

Cross reference Account fields while taking notes on an Opportunity

Update Account Fields from your Opportunity Notes

Sync text-only notes to multiple records and record types!

Sync Notes to Multiple Records

Use the question format to guide conversations

Question Formatting

Use for agendas, qualification criteria, to do's

Checklists

Quickly capture feedback or occurrences as Salesforce Cases

Creating Cases From Your Note

Start a note from your calendar to add attendees to your note

Auto Add Meeting Attendees to Note

Personal Records and Notes

Daga Gavin

Laura Liggett

Say goodbye to scattered sales notes and sync your notes directly to Salesforce

Notes

See Dooly in Action

Customer Stories

Blog

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

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