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Notes

Save Time Documenting Meeting Notes in Salesforce

Dooly syncs your meeting notes to Salesforce automatically so you can spend more time selling.

Adding information to a Dooly meeting note and then syncing the note activity to Salesforce.

Dooly powers top revenue teams around the world.

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Eliminate hours of soul-crushing admin with an automatic notetaker

Save 5+ hours of mindless admin work every week that could be spent on closing deals.

 

Document Salesforce notes with real-time collaboration.

Strategize in meetings or work on handovers together in real-time, all in one note that’s connected to Salesforce. Say goodbye to scattered notes and hello to streamlined teamwork!

"Dooly is helping my organization remove information silos."
Matt Walsh, Account Executive
Two sales people on a demo call, editing a Dooly note at the same time.
Inserting a Salesforce field into a Dooly note with the slash commands menu.

Insert Salesforce fields right into your notes.

Never enter data twice. Dooly lets you add Salesforce fields directly to your notes so you only have to update them once.

"One of my favorite capabilities is embedding Salesforce fields (like 'Next Steps') into your note canvas."
Alex Lindahl, Director of Sales, Scalr
Alex Lindahl

Sync your notes to Salesforce in real-time.

Put your admin work on autopilot. Your notes, fields, and activities all sync directly to Salesforce while you type.

"I instantaneously saw the value of Dooly as soon as I set it up and discovered it's ability to sync to Salesforce."
Louise O'Leary, Sales Manager, Intercom
Louise O'Leary avatar
Close up of the sync menu,showing what sales note data Dooly can sync to Salesforce.
Showing a Dooly note automatically identifying a potential new contact from meeting attendees.

Easily add new contacts to Salesforce.

Engage the entire buying committee. Dooly identifies new contacts from your meetings so you can add them to Salesforce in one click.

"I love that it syncs automatically to salesforce, my opportunities and contacts."
Catherine 0choa, SDR

Leader
Sales Enablement and Sales Performance Management

685+ 5-star reviews

Unlock the power of Dooly’s connected workspace for your sales processes today.

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Why wait? Dooly provides unlimited access to our platform features and capabilities — for free. Start exploring today!

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Drop us a line to find out how Dooly can help you efficiently and quickly roll out your sales process at your organization.

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We can’t wait to see you win with Dooly!

Dooly is best used on a laptop or desktop device. Check your email on your laptop so you can have the best Dooly experience possible.

In the meantime, here’s a quick overview of how Dooly helps reps save 5+ hours of admin grunt work a week.