LinkPoint Connect for Salesforce

  Simple One-Click Email Recording
  Custom Salesforce Object and Field Detection
  Secure Client-Side Deployment

View, record, create, and sync between email and Salesforce with simple and seamless email integration for any platform.

AVAILABLE FOR
OutlookIBM Notes

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Intuitive, secure integration for any Salesforce setup

LinkPoint Connect simplifies email integration for end users and admins alike. Single-click email recording captures interactions for a complete customer picture in Salesforce. Custom objects and fields work out of the box to bring unique Salesforce data to Outlook. Client-side deployment options ensure compliance with security protocols and customer control.

LinkPoint Connect is one solution on any platform for any use case.

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How It Works

View real-time Salesforce data without ever leaving your email.

  • View Salesforce data inside Microsoft Outlook and IBM Notes
  • Toggle between contextual related details for a complete picture
  • Search Salesforce without leaving the email client
  • Customize the content displayed with individual preferences

Record emails to Salesforce when sending or receiving messages.

  • Record inbound and outbound email with one click
  • Include attachments when recording emails
  • Schedule follow up tasks as part of the workflow
  • Complete required or custom fields to add context to the item in Salesforce

Create and edit records with ease…and without manual data entry.

  • Drag and drop an email signature to create new accounts, contacts, and leads
  • Create new records for standard and custom objects
  • Update Salesforce records directly from the Side Panel
  • Remain compliant with Salesforce required fields

Sync what you want where you need it, and create items just once.

  • Set independent rules to sync calendars, contacts, and tasks
  • Choose one-way or bidirectional sync
  • Sync additional required fields to Salesforce
  • Schedule automatic sync to run at set intervals

Added Value

$16 per user/month
Microsoft Outlook Editions Office 365, 2019, 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. Call or email sales@LinkPoint360.com for a custom quote.

* Supported through additional platform components.

** Upgrades enabled by default. Customers can request exclusion from future upgrades. See linkpoint360.com/releases for more information.

$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. Call or email sales@LinkPoint360.com for a custom quote.

* Supported through additional platform components.

** Upgrades enabled by default. Customers can request exclusion from future upgrades. See linkpoint360.com/releases for more information.