Help Center
  • 👋Welcome to the Dokin help center
  • Overview
    • 💡What we do
    • ✨Our Features
    • 🛣️Changelog & Roadmap
  • 🏁Get started
    • 📲Install Dokin
      • 🏨Install Dokin as a Google Workspace Admin
    • 🛫Launch the Dokin App
  • 📦Integrations
    • 1️⃣Introduction
    • Airtable
      • 🖇️Connecting Airtable Data using Dokin
      • 🗃️Mail Merge with Airtable Data
    • HubSpot
      • 🖇️Connecting HubSpot Data using Dokin
      • 🔀Push Back Data from Google Sheets to HubSpot
      • 🗃️Mail Merge with HubSpot Data
    • Salesforce
      • 🖇️Connecting Salesforce Data using Dokin
      • 🔀Push Back Data from Google Sheets to Salesforce
      • 🗃️Mail Merge with Salesforce Data
    • Retable
      • 🖇️Connecting Retable Data using Dokin
      • 🔀Push Back Data from Google Sheets to Retable
      • 🗃️Mail Merge with Retable Data
    • Notion
      • 🖇️Connecting Notion Data using Dokin
      • 🗃️Mail Merge with Notion Data
    • Trello
      • 🖇️Connecting Trello Data using Dokin
      • 🔀Push Back Data from Google Sheets to Trello
      • 🗃️Mail Merge with Trello Data
    • PostgreSQL
      • 🖇️Connecting PostgreSQL Data using Dokin
      • 🗃️Mail Merge with PostgreSQL Data
    • Google Analytics 4
      • 🖇️Connecting Google Analytics data using Dokin
    • Google Search Console
      • 🖇️Connecting Google Search Console (GSC) data using Dokin
    • Facebook Ads
      • 🖇️Connecting Facebook Ads data using Dokin
    • Snapchat Ads
      • 🖇️Connecting Snapchat Ads data using Dokin
  • TROUBLESHOOTING
    • ⚠️Error: Multiple Accounts Issue
    • ❓Some sheets linked to my Slides or Docs are marked as “Private”
    • 💲I’ve subscribed a paying plan but my account still appears as Free
  • 🎚️Settings
    • 💵Billing
      • Subscribe to a Plan
      • LTD Deals
    • 🔐Data & Privacy
      • 💾Data storage
      • 🆔Google Permissions
  • Use Cases
    • 🤝For Sales & Operations
    • 📊For Finance & Business Analysts
    • 📣For Marketers
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  1. Use Cases

For Sales & Operations

With Dokin, Sales & Operations team can easily analyze & present their pipeline data in real-time.

  • Monitor pipeline data

  • Automate commission calculations

  • Automate projects documents

  • More deals closed

Sales & Ops use cases

Sync Sheets dashboards with funnel data from systems like HubSpot CRM, Airtable or Notion

Automate commission calculation

Automate win-loss analysis

Manipulate your CRM data easily. Pull and Push data between HubSpot and Sheets.

Sync CRM or Project data with your presentations and documents

Automate Proposals

Automate Contracts

Automate invoices

...and more!

Centralize and sync Revenue and Operations data

Build a reliable data infrastructure

Improve operations strategy and Sales performance

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Last updated 1 year ago

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