Docket + Salesforce Integration - Docket

Docket + Salesforce

With Docket and Salesforce, attach meeting agendas, notes, and recaps from customer calls to Salesforce Events for transparency and alignment.

Integrate Docket + Salesforce today.


“Docket helps us build better agendas, easily share notes, and follow up on action items. We have noticed our meetings have better preparation and follow through since partnering with Docket.”

Roger Deetz, VP of Engineering at Springbuk

Studio Science

“Docket has quickly become essential to doing our best work at Studio Science. Meetings are critically important to the services we provide clients, and having a platform dedicated to making meetings more effective, collaborative, and structured is game changing.”

Steve Pruden, CEO at Studio Science

webtekslogo

“Docket simplifies, unifies and builds value by helping us execute meetings and create real efficiencies, which has digitally transformed our meeting process.”

John Vernon, COO at Web Teks

Documented Meetings

Associate and save customer meeting agendas, notes, and recaps with Events in Salesforce to refer back to give all team members a consistent understanding of the discussion and results of the meeting.

Maintain Transparency

Never lose an important meeting note again. The Docket + Salesforce integration clearly and concisely records and organizes all decisions and takeaways from your sales meetings.

Easy-to-use Integration

Automatically sync meeting notes with Salesforce Event records. No more manual tracking or digging around. Remember everything you or a contact said because the notes are attached to that specific event record.

Leverage the power of your Docket meeting notes with Salesforce

Client-Facing Meetings

Remember everything a client said and associate it with that meeting Event object.

Internal
Meetings

Easily share prospect and customer meeting notes with team members through Event records in Salesforce.

Recurring
Meetings

Track recurring meetings in a contact record and never lose an important action item again.

Docket was named the 2020 Zoom™ App Marketplace ‘Whale Watch’ Competition Winner.Learn more
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