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SalesforceCRM & Data21 Oct

Navatar Adds Bidirectional Claude Connectivity to its Salesforce-Based CRM

Navatar has introduced bidirectional Model Context Protocol (MCP) connectivity between Claude and its Salesforce-based CRM, enabling private equity and M&A professionals to move research and deal activity between the two platforms. Users can retrieve updated CRM information within Claude, then transfer selected findings, update deal stages and create follow-up tasks in Navatar.

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