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Doris works from the deal graph: CRM records, calendars, conversations, emails, and documents joined into one source of truth. Start by connecting the systems that define your pipeline, then connect the calendar and meeting capture sources Doris needs to keep that context current.

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1. Connect your CRM

Your CRM is the first system to connect. It gives Doris the companies, people, deals, stages, owners, and pipeline structure it needs before meetings and follow-up work can be tied to the right opportunities.
CRM setup is organization-wide and must be completed by a Doris admin. Open Sources in the sidebar, then choose the CRM card.

Connect Salesforce

Create a Salesforce External Client App, add the required OAuth scopes, then connect from Sources > CRM > Salesforce.

Connect HubSpot

Install the Doris HubSpot OAuth app from Sources > CRM > HubSpot and approve the requested CRM scopes.
1

Choose the CRM

Doris supports one primary CRM connection per workspace. Disconnect any old CRM connection before connecting a new one.
2

Use the right admin account

The person connecting the CRM should be a Doris admin and have enough CRM permissions to approve the integration, read pipeline data, and write back the fields or notes your team wants Doris to update.
3

Follow the provider guide

Salesforce requires a customer-owned Connected App before OAuth. HubSpot uses Doris’ managed HubSpot app. Use the guides above before starting the connection flow.
4

Import and verify records

After OAuth completes, select tracked reps if needed, click Import Data, then confirm companies, people, and deals appear under Records.

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2. Connect calendars

Calendar access tells Doris which meetings belong to each rep and gives the native Doris notetaker the schedule it needs.
If your team uses Outlook, start with the Microsoft 365 admin connection. A Microsoft 365 admin can consent once, then a Doris admin chooses the reps whose Outlook calendars and inboxes Doris should track.

Microsoft 365 / Outlook

Use the admin-consented Microsoft 365 connection for Outlook teams, with individual Outlook Calendar as the fallback.

Google Calendar

Personal Google Calendar connections are available today. Managed Google Workspace calendar setup is coming soon.
1

Connect Microsoft 365 for Outlook teams

Open Settings > Admin > Data Sources, then connect Microsoft 365 under Global Microsoft 365 Integration. This requires a Microsoft 365 admin account and creates the admin-consented connection Doris uses for Outlook calendar and inbox subscriptions.
2

Choose tracked Outlook users

In Settings > Admin > Data Sources, open Track inboxes & calendars and select the Doris users whose Outlook activity Doris should subscribe to.
3

Use individual calendar connections when needed

The separate Sources > Calendar card is for individual calendar connections. If your team is not using the admin Microsoft 365 connection, each rep can connect their own Outlook Calendar or personal Google Calendar from Sources > Calendar or Settings > Calendar. Managed Google Workspace calendar setup is coming soon.

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3. Capture meetings

Doris Notetaker is the default meeting capture path. If Gong is not connected, Doris uses the native notetaker for meetings it can see from connected calendars.

Doris Notetaker

The native notetaker is available by default. Admins only need to set the auto-join policy.

Gong

Connect Gong only if your team already records meetings in Gong and wants Doris to ingest those transcripts.
1

Review the default Doris notetaker

Go to Settings > Admin > Notetaker. With no third-party notetaker connected, Doris Notetaker is active by default.
2

Set the join policy

Choose whether Doris joins All Meetings, External Only, or Manual meetings. Most sales teams start with External Only.
3

Connect Gong only if needed

If Gong is your team’s recording system, open Sources > Meeting Intelligence > Gong or enable Gong from Settings > Admin > Notetaker. When Gong is active, Doris disables native notetaker auto-join and uses Gong transcripts instead.

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4. Start from verified records

After CRM, calendar, and meeting capture are connected, use Doris from the records it has assembled.

Deals

Review synced opportunities, qualification evidence, risks, and next steps.

Meetings

Open transcripts and summaries after Doris processes recorded meetings.

Home

Ask Doris questions about deals, companies, meetings, and pipeline context.
Start with CRM first. Calendar and meeting capture become much more useful once Doris can attach conversations to the right accounts, contacts, and deals.