<aside> 💡 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:

• Import contacts, leads, and accounts from Salesforce easily into Recotap to run advertising campaigns.
• Push Recotap-generated engagement data from Recotap to Salesforce, allowing your sales team to track how different accounts engage with the advertising campaigns and which accounts show intent.

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?
• Understanding The Salesforce Integration Screen In Recotap

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.