Integrations are here: Salesforce, Hubspot, Slack, and more
Product update • Oct 25th, 2024

Today, we are releasing 4 new integrations. You will now be able to create a Case in Dotfile, right from Salesforce or HubSpot ; be notified when a task requires your attention in Slack or automatically copy your case documents in Google Drive.
These integrations are available in the Settings section of the Dotfile app, where our Google Sheets integration already lived.
The best part is that those integrations can be configured in multiple ways, depending on your specific needs, because we know that each CRM instance is unique.
Reach out to us for a custom integration configuration request. Upcoming integrations include: Teams, Zendesk, Pipedrive, Intercom, Big Query, Snowflake and more.
Integrations are available as an add-on unless explicitly mentioned in your plan. Reach out to our team for a quote.
Read more here.
Custom Domain for Client Portals
:You can now configure a custom domain in a few clicks for your Client Portals, to make sure that your users feel at home during onboarding.Read more here
Updated 6 months ago