Salesforce Embed

The Salesforce CRM embed integration displays Recapped workspace details and activity streams directly within Salesforce deal records for centralized opportunity management without toggling systems. Key fields, tasks, documents and notes update in real-time.

Embedded Recapped workspaces help sales teams manage deals seamlessly across platforms. Reps work fluidly while keeping Salesforce opportunities up to date. Pipeline managers readily monitor customer interactions and commitments within CRM workflows to forecast accurately.

For sales operations, the native Salesforce integration maintains single source of truth reducing disjointed data issues that impede leadership visibility. Vital context travels with deals through closing. Overall, embedding Recapped workspaces delivers an invaluable sales acceleration capability natively within Salesforce CRM.