Databook

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Integrate Databook with how your team works

Integrations

Sync context from your systems to unlock the 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 walks you through setting up your Salesforce org to work with Databook using an External Client App.

Databook Salesforce Integration: Installation Guide

More detailed information about how the Databook Salesforce Integration works

Databook Salesforce Integration: Overview of Smart Incremental Read

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

Permissions Required for the Databook Salesforce Integration

List of fields to support key use cases and capabilities unlocked by the Salesforce integration

Default CRM Fields for Databook Salesforce Integration Sync

What is needed to accurately map your accounts to companies in Databook

How Databook Maps Your Accounts

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

Databook Salesforce Integration

Combine insights from your customer conversations with Databook's intelligence by integrating Gong

Databook Gong Integration

How to install and connect the Gong integration in Databook

Connecting Gong to Databook

Sync call transcripts and meeting information from Gong to enable the GTM Decision System

Bring your team's Slack conversations into Databook so account activity between calls and CRM updates isn't lost

Databook Slack Integration

How to install the Slack integration and get your account channels syncing

Connecting Slack to Databook

Sync messages and threads from Slack to enable the GTM Decision System

Understand how the team are engaging with customers, and get prepped for meetings automatically

Google Calendar integration

Set up calendar-by-calendar access using Google's standard login and approval flow

Connecting Google Calendar with OAuth

Sync every calendar in your Google Workspace domain from a single admin authorization

Connecting Google Calendar with Workspace Delegation

Syncs upcoming meetings so your team is always prepped ahead of customer conversations

Databook Google Calendar 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

Enable SSO so that your organization's users can sign in to Databook easily and securely

How to configure Single Sign On (SSO)

Set up SSO for easy and secure authentication to Databook

Single Sign On (SSO)

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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.

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

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

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