Seamless integration between Kapta and Salesforce brings out the best in both platforms—and reveals new opportunities.
Make Salesforce Work Better for Key Account Managers
Use your existing Salesforce data to reduce double entry in Kapta, and use Kapta to filter out noise within Salesforce, focusing on the information you need to grow Key Accounts.
Synchronize Accounts and Contacts
Kapta can update any outstanding data in Salesforce for you. We synchronize matching fields and create data so nothing gets lost in translation.
Push Notes and Updates
When you create Notes in Kapta (calls, emails, meetings, etc.), they are automatically pushed to Salesforce to keep all your records up to date, so you can see all your sales and account management activity in one place.
Sync Up-Sell and Cross-Sell Opportunities
Monitoring and tracking opportunities and pipeline are crucial to Salesforce effectiveness. That’s why opportunities created and updated in Kapta are automatically pushed to Salesforce.
Keep all your opportunity data in Salesforce and push it to Kapta as needed. Updates from Kapta are automatically synced back, so you can feel confident your pipeline reports are accurate.
Integrate with Other CRMs and Tools
Kapta integrates with other CRM tools, including Zoho and Hubspot, so there is no need to worry about double-entry issues.
And push notes and activity from Kapta into your existing Slack channels.
Rest Easy with Our REST API
We make life easy for developers. Contact us with any questions and our dev team will be happy to help.
Download the Big Book of KAM to better understand Key Account Management and Our KAM Process.