<aside> đź’ˇ The bi-directional integration with Salesforce enables you to import Contact/Account data into Recotap as well as export Contact & Account insights to Salesforce.

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Outline

The Salesforce Integration for Recotap connects your Salesforce org to the Recotap platform to power your account-based strategy. The Salesforce integration is bi-directional and allows you to:

Please note that you can only connect one Salesforce account per Team in Recotap.

In this article:

How To Connect Your Salesforce Account With Recotap?

Step 1: Click “Settings” from the left menu of your Recotap dashboard. Select “Integrations” from the drop-down menu that appears.

Step 2: Click “Install” below Salesforce.