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Intro: Custom Fields & CRMs

A high-level overview of creating and mapping custom fields to SFDC or Hubspot

Updated over a week ago

Overview

We understand how much valuable data lives in your CRM! That's what we allow you to create and map custom fields from your CRM (Salesforce or Hubspot) and Dock. Syncing over custom field information can help save your team time and provide a more tailored workspace experience for your customers.

Here's an example โ€” we just signed a new customer, Tulip. On the welcome page of our onboarding template, I have an area that reflects back to Tulip what subscription they signed up for (the amount of seats they bought and products they purchased). Rather than ask the AE or Onboarding Partner to add that information in manually, I can automate this. I can create a custom field and then add that as a dynamic variable in the template. That way, when the AE creates the onboarding portal for Tulip, that information automatically pulls in. It saves reps time and gives Tulip a very personalized welcome.

There are three general steps to mapping & configuring custom fields:

Step 1: Create the custom fields in Dock (*make sure they match what's in your CRM).

Step 2: Within your integration settings, map those fields to Salesforce or Hubspot.

Step 3: Navigate to your template and add the dynamic variable(s) that relate to those custom field(s) as you build out the content.

For more information on step one, click here!

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