LinkPoint Connect Desktop Edition for Salesforce

Link the work you do in Microsoft Outlook or IBM Notes to the records you need to update in Salesforce…without duplicate data entry. LinkPoint Connect simplifies your workday –¬†view, create, and sync data to Salesforce without changing how you work in email!

AVAILABLE FOR
OutlookIBM Notes

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Stop switching between email and Salesforce!

With LinkPoint Connect, users can view and create any Salesforce object from within Microsoft Outlook or IBM Notes. Our flexible integration allows users to record emails, create new contacts or leads, and automate synchronization of contacts, calendars, and tasks.

Save time. Work efficiently. Close more deals.

How It Works

View real-time Salesforce data without ever leaving your email. Click on an email, and the LinkPoint Connect Side Panel instantly displays that contact’s information directly from Salesforce.

  • View Salesforce data inside Microsoft Outlook and IBM Notes
  • Launch Salesforce, VoIP calls, and driving directions with a single click
  • Switch to view other contacts associated with the email
  • Customize the items and custom objects you want displayed

Record emails to Salesforce when sending messages. LinkPoint Connect makes it easy to associate emails with the right contacts and opportunities with just a few clicks.

  • Record emails easily when sending messages
  • Control where and how emails are recorded
  • Choose to include attachments when recording emails
  • Schedule follow up tasks related to the email contact
  • See which emails have already been recorded to Salesforce
Outlook+Salesforce: Record

Create new records with ease…and without the hassle of copy and paste actions between your email and Salesforce. LinkPoint Connect makes data entry simple.

  • Drag and drop an email signature to create new contacts, leads, and accounts
  • Auto-populate fields in Salesforce when creating new contacts.
  • Create new opportunities, events, and tasks for specific contacts with an easy add button.
  • Remain compliant with Salesforce required fields

Sync what you want, where you need it. Users can set LinkPoint Connect to sync contacts, calendars, and tasks. Create items once and they appear in your email client and Salesforce.

  • Choose one-way or two-way sync between email and Salesforce
  • Set independent rules to sync contacts, calendars, and tasks
  • Select manual sync to push specific items
  • Use the Summary Screen to check your work to ensure accuracy
  • Schedule automatic sync to run at set intervals and certain times of day

Customize your integration to match your existing processes. LinkPoint Connect supports custom fields and custom objects, putting the data specific to your team at your fingertips.

  • Choose the custom fields and objects you want to access in Microsoft Outlook or IBM Notes based on your Salesforce set up
  • Provide your requirements to the LinkPoint360 team
  • View the data from your custom objects and fields directly in Microsoft Outlook or IBM Notes

Features

LinkPoint Connect's innovative and reliable design helps users be more productive. From basic contacts to custom objects, it's never been easier to streamline working between Salesforce and Microsoft Outlook or IBM Notes.

$16 per user/month
Microsoft Outlook Editions Office 365, 2016, 2013, 2010 (32 & 64 bit)
Supports IMAP and POP3
Salesforce Editions Contact Manager, Group, Professional, Enterprise, Performance, Unlimited
Microsoft Windows Versions Windows 10, 8, 7, Vista, and XP (32 & 64 bit) including Surface Pro devices
Virtual Desktop Environments Including, but not limited to, Citrix, Terminal Services, and VMware

Subscriptions are billed annually. 10% discount available for non-profits. Volume discounts available starting with subscriptions of 4 licenses or more. Call or email sales@LinkPoint360.com for a custom quote.

$19 per user/month
IBM Notes Editions Versions 9.x, 8.x, 7.x, 6.x (Basic & Standard)
Supports IMAP and POP3
Salesforce Editions Contact Manager, Group, Professional, Enterprise, Performance, Unlimited
Microsoft Windows Versions Windows 10, 8, 7, Vista, and XP (32 & 64 bit) including Surface Pro devices
Virtual Desktop Environments Including, but not limited to, Citrix, Terminal Services, and VMware

Subscriptions are billed annually. 10% discount available for non-profits. Volume discounts available starting with subscriptions of 50 licenses or more. Call or email sales@LinkPoint360.com for a custom quote.