“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.”
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 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
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.
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.
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
Remember everything a client said and associate it with that meeting Event object.
Easily share prospect and customer meeting notes with team members through Event records in Salesforce.
Track recurring meetings in a contact record and never lose an important action item again.