CRM integration

Recapped.io integrates with Salesforce, HubSpot, and other CRM systems via API to synchronize contacts, accounts, deals, and meaningful activity bi-directionally. The CRM integration embeds Recapped natively into workflows.

Connecting Recapped workspaces into CRM data models avoids double entry by unifying systems into a single source of truth. Key fields auto-populate from CRM into new workspaces. New workspace activity and files automatically log in CRM for comprehensive history.

This saves sales teams countless hours manually exporting, attaching, and reconciling external information. The CRM integration also enables trigger-based automation based on successes in Recapped stages. For sales ops, one integrated dataset provides accurate forecasting and compliance. Overall, the Recapped CRM integration aligns sales execution.