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
Email Integration
Connect Outlook Email at the organization level so your team can track email conversations alongside meetings.- Authorize Outlook Email — Click to grant Doris organization-wide access via Microsoft admin consent
- Toggle on/off — Enable or disable email tracking for the organization at any time
Company Domains
Manage the email domains associated with your organization. Domains control how contacts and meetings are matched to your company.- Add domains — Add additional email domains your organization uses
- Remove domains — Remove domains that are no longer relevant
- Primary domain — The domain from your admin email is set as the primary domain and cannot be removed
Domains are auto-populated from the admin’s email address when first setting up. You can add more domains at any time.
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