Create sales deal rooms & onboard customers in HubSpot

Make personalized sales deal rooms, onboarding plans, and client portals in seconds—directly from HubSpot.

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Create client workspaces from HubSpot

Access Dock templates and make new workspaces from HubSpot to save valuable setup time for every new deal or customer.

Personalize workspaces with HubSpot data

Automatically populate workspaces with dynamic fields—including account and customer names, logos, emails, key days, and other custom HubSpot fields.

Push all Dock activity to HubSpot

See every time your client completes an action in a Dock workspace—like watching a video, completing a task, or clicking a link.

Track sales & onboarding progress from HubSpot

See Dock views, task progress, order form statuses, and more without leaving your HubSpot dashboard.

Sync order forms and deals

Sync order form line items between Dock and HubSpot.

Attach completed order forms and PDFs to the associated Company or Deal record in HubSpot.

Sync CRM fields

Maintain CRM hygiene without leaving Dock. Take CRM notes directly in the Internal workspace tab and sync them with HubSpot.

Automate workspace creation

Trigger workspace creation based on HubSpot deal or opportunity stages.

Auto-populate project plans

Automatically set relative due dates on tasks in your project plans based on key dates from HubSpot.

Show HubSpot contacts in workspaces

Pull in the HubSpot contacts associated with an account into a workspace to showcase key points of contact.

Measure Dock’s impact on revenue

Pull HubSpot deal data into Dock's Reports to see the impact of workspaces and content.

Track sales impact, implementation status, and content’s influence on revenue.

Use Dock data for lead scoring

Dock activity can be pulled in as lead scoring criteria in HubSpot.