Dock

Integrate Dock with HubSpot or Salesforce

CRMs

Why Integrate HubSpot?

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

How to Integrate with HubSpot

CRM Card Setup in HubSpot

How to leverage Dock activity as criteria for lead scoring

Dock Activity & HubSpot Lead Scoring

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

Auto-Update the HubSpot Deal Amount After Dock Edits the Line Items

How to create workflows in HubSpot based on activity in Dock

Create HubSpot Workflows Based on Dock Activity

How to use Dock Webhook data within a HubSpot workflow

Dock Webhooks + HubSpot Workflows

HubSpot Meetings

How to integrate Dock with HubSpot tickets

HubSpot Tickets

HubSpot

Benefits to Dock's Salesforce integration

Why Integrate Salesforce?

Initial configuration and field mapping between Salesforce and Dock

Initial Set Up of the SFDC Integration

Advanced configuration for the Dock and Salesforces sync

Finalizing the Salesforce Integration

How to leverage automation rules with SFDC

Dock Automation with Salesforce

Salesforce

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

Intro: Custom Fields & CRMs

How to create, edit & map custom fields in Dock

Creating & Mapping Custom Fields

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

Displaying Custom Fields on a Workspace

Syncing information from your CRM to Dock

Custom Fields

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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