Salesforce integration
Sync Salesforce CRM and Workspace Data
Recapped.io integrates with Salesforce CRM enabling automatic synchronization of contacts, accounts, opportunities, and meaningful workspace interactions using Salesforce APIs. The bi-directional integration unites systems.
Connecting Recapped workspaces into the heart of Salesforce data workflows avoids repetitive manual entry across disconnected platforms that crushes productivity. Changes and content within Recapped update Salesforce objects instantly for comprehensive history.
The embedded experience enhances Salesforce adoption by making Recapped a natural extension of CRM managed opportunities. Leadership gains accurate forecasting based on both platforms' activity. For sales teams, integrated tools simply work better together.