Databook

Alex

Geetanjali Sharma

Hriday Vaid

Integrate Databook with how your team works

Integrations

Sync context from your systems to unlock full value of Databook

Core Operational Systems

How the Salesforce integration unlocks new use cases and value for your users

Databook Salesforce Integration: Overview

This guide helps you through setting up your Salesforce org to work with Databook using an External Client App.

Databook Salesforce Integration: Installation guide

Salesforce permissions that you need to explicitly enable for the integration to work

Permissions required for Salesforce integration

List of the fields that the Databook Salesforce integration syncs by default

List of default Salesforce fields to sync

Sync CRM data to enable the GTM Decision System and additional capabilities in the Databook application

Databook Salesforce Integration

An overview of the Databook App for Slack, how it supports your strategic sales motions, and how to use it.

Databook App for Slack

This document contains instructions on how to install the Databook App for Slack.

Databook Slack App Installation

Guide to installing, setting up and using the Databook app in your Microsoft Teams instance

Databook Teams app: installation and user guide

Surface Databook coaches and assets where your team work

Collaboration Tools

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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