Dock

Integrate Dock with HubSpot or Salesforce

CRMs

Set up steps, field mapping & pushing Dock data to Hubspot

How to leverage Dock activity as criteria for lead scoring

How to create a workflow in HubSpot to automatically update the deal amount

How to create workflows in Hubspot based on activity in Dock

Benefits to Dock's Salesforce integration

Initial configuration and field mapping between Salesforce and Dock

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

How to create, edit & map custom fields in Dock

How to view (or update) custom fields on the internal view of a workspace

Syncing information from your CRM to Dock

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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