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

How to use Dock Webhook data within a HubSpot workflow

Benefits to Dock's Salesforce integration

Initial configuration and field mapping between Salesforce and Dock

How to leverage automation rules with SFDC

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

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