Salesforce

Manage data between Salesforce and Google Sheets with ease thanks to the Dokin connector

Welcome to the world of seamless data integration with HubSpot and Dokin. In this guide, we'll introduce you to HubSpot, a popular customer relationship management (CRM) and marketing automation tool, and illustrate how Dokin elevates your HubSpot experience by simplifying data integration across various platforms.

What is Salesforce?

Salesforce is the leading customer relationship management (CRM) platform on the market. It enables businesses to manage and track sales leads, deals, pipeline and customer interactions. It provides a suite of tools that help sales, customer support, and marketing teams work more efficiently and improve customer satisfaction.

CRM : Salesforce's CRM allows you to organize and track customer interactions effectively. It does an incredible job of managing sales pipelines while offering valuable insights into your customer relationships.
Sales and Customer Service Tools: Streamline your sales processes, provide top-notch customer support, and manage all customer interactions within a single platform.

While it provides its set of data analysis tools, Salesforce is limited when it comes to managing data in bulk for each lead. Sales teams and Operations spend time updating records by records every time details change.

With Dokin it's easy to update and add new records in bulk and to gain insights on leads and pipeline.

What can you achieve connecting Salesforce and Dokin?

The journey begins with connecting your HubSpot data to Dokin. Once this connection is established, you gain access to a world of possibilities:

In Google Sheets:

Visualize your Salesforce data, edit it, and effortlessly push updates back to Salesforce. This means you can work on your data within the familiar Google Sheets environment and ensure that it seamlessly syncs with your Salesforce records.

In Google Slides or Docs:

Create always up-to-date files. Enhance your presentations and documents by inserting Salesforce field values directly. These values are linked to their corresponding entries in Salesforce, enabling you to access the source information effortlessly. Any changes made in Salesforce are automatically reflected in your documents when you refresh them manually or automatically.
Perform Mail Merge: Dokin empowers you to create multiple documents, each tailored to a Salesforce record, automatically. This saves you valuable time and allows for personalized content generation.

Let's get started!

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Last updated 11 months ago

What is Salesforce?

CRM : Salesforce's CRM allows you to organize and track customer interactions effectively. It does an incredible job of managing sales pipelines while offering valuable insights into your customer relationships.

Sales and Customer Service Tools: Streamline your sales processes, provide top-notch customer support, and manage all customer interactions within a single platform.

With Dokin it's easy to update and add new records in bulk and to gain insights on leads and pipeline.

What can you achieve connecting Salesforce and Dokin?

The journey begins with connecting your HubSpot data to Dokin. Once this connection is established, you gain access to a world of possibilities:

In Google Sheets:

Visualize your Salesforce data, edit it, and effortlessly push updates back to Salesforce. This means you can work on your data within the familiar Google Sheets environment and ensure that it seamlessly syncs with your Salesforce records.

In Google Slides or Docs:

Create always up-to-date files. Enhance your presentations and documents by inserting Salesforce field values directly. These values are linked to their corresponding entries in Salesforce, enabling you to access the source information effortlessly. Any changes made in Salesforce are automatically reflected in your documents when you refresh them manually or automatically.

Perform Mail Merge: Dokin empowers you to create multiple documents, each tailored to a Salesforce record, automatically. This saves you valuable time and allows for personalized content generation.