Inviting prospects and clients into Recapped is easier than ever! With the new contact sync functionality Contacts associated with Opportunities in SFDC and Associated Contacts associated with Deals in HubSpot will be accessible in your share modal to quickly add and invite them to your Recapped workspace.
To ensure contacts are sync'd follow these easy steps:
Ensure you've connected your workspace to a Deal or Opportunity
2. Within your share modal select "Invite people to collaborate":
3. Once selected a list of Contacts associated with the Opportunity/Deal will appear. Click on the contacts you'd like to add and select 'Invite':
Got Questions?