Create Dock workspaces and track workspace activity directly in HubSpot.
Watch this quick demo to learn more about the new Dock HubSpot integration, or keep reading below.
With our new HubSpot integration, you can create and track Dock workspaces directly from HubSpot—saving you valuable setup time for every new deal or customer.
Create personalized workspaces from HubSpot
With the Dock HubSpot integration, you can create personalized workspaces from HubSpot fields.
Create a new workspace or start with a template, and then automatically populate it with dynamic fields—such as account and customer names, logos, emails, and more.
You can also add HubSpot contacts to a workspace and manage their permissions.
Track Dock events in HubSpot
The new integration also lets you see all your Dock workspace events and data within HubSpot.
After you set up the integration, you’ll see a “Workspaces” CRM card attached to your accounts:
From here, you can see:
- When the client last viewed a workspace
- When a workspace was last updated
- Workspace views
- Task progress
- Order form statuses
You’ll also see all the actions taken in a Dock workspace in the account’s Activities feed in HubSpot:
You also get a link to the customer’s Dock workspace to make it easier to visit or share.
Set up the integration in minutes
It only takes a few minutes to set up the new Dock HubSpot integration.
If you need any help setting it up or want to share feedback, shoot us an email at firstname.lastname@example.org.
As always, if you’d like a personal demo of any of our new features, you can get a personal demo here.