CRM Integrations
Connect your organization’s CRM to sync companies, contacts, and deals across your team. Only one CRM can be active at a time.| CRM | What you get |
|---|---|
| HubSpot | Companies, contacts, and deals stay in sync between Doris and HubSpot — changes flow both ways automatically. |
| Salesforce | Accounts, Contacts, and Opportunities sync automatically. Team members are matched to their Salesforce users. |
| Zendesk Sell | Companies, contacts, and deals sync automatically from Zendesk Sell. |
| GoHighLevel | Companies, contacts, and deals sync automatically from GoHighLevel. |
CRM connections are mutually exclusive — only one can be active at a time. Disconnecting a CRM does not delete synced data.
CRM Import
Use the import wizard to bulk-import companies, contacts, and deals from HubSpot or via CSV upload.Call Types
Define the types of calls your team has (e.g., Discovery, Demo, Negotiation). Each call type can be linked to one or more qualification frameworks so Doris applies the right scoring criteria.- Add call types with a name and optional description
- Link frameworks to each call type for targeted deal qualification
- Deactivate call types that are no longer relevant
Third-Party Notetaker
Gong
Connect Gong so your existing call recordings appear in Doris alongside Doris-recorded meetings.- Enter your Gong connection details to link the two platforms
- Toggle the integration on or off at any time without losing your connection
- Once enabled, Gong transcripts appear in Conversations just like Doris-recorded meetings