Lotus Notes + Salesforce

LinkPoint Connect for Lotus Notes + Salesforce

Link the work you do in Lotus 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 Lotus Notes.

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Stop switching between Lotus Notes and Salesforce!

With LinkPoint Connect, users can view and create any Salesforce object from within Lotus Notes. Our flexible integration allows users to record emails, create new contacts or leads, and automate synchronization of emails, contacts, calendars, and tasks.
Save time. Work efficiently. Close more deals.

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How It Works

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

  • View Salesforce data inside Outlook
  • 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
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Record emails to Salesforce when sending messages via Lotus Notes. LinkPoint Connect makes it easy to associate emails with the right contacts and opportunities with just a few clicks in Lotus Notes.

  • 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
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Create new records with ease…and without the hassle of copy and paste actions between Lotus Notes 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
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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 Lotus Notes and Salesforce.

  • Choose one-way or two-way sync between Lotus Notes 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
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Customize your Lotus Notes and Salesforce 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 Lotus Notes, based on your Salesforce set up
  • Provide your requirements to the LinkPoint360 team
  • View the data from your custom objects directly within Lotus Notes
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Features

LinkPoint Connect is designed to innovate how users work and foster productivity. It’s never been easier to streamline how you work between Lotus Notes and Salesforce.

System Compatibility

Lotus Notes Editions Versions 9.x, 8.x, 7.x, 6.x (Basic & Standard)
Salesforce Editions Contact Manager, Group, Professional, Enterprise, Performance
Microsoft Windows Versions Windows 8, Windows 7, Windows Vista, Windows XP (32 & 64 bit)
Virtual Desktop Environments Citrix and Terminal Services
$10 per user/month
LinkPoint Connect for Lotus Notes + Salesforce
or try it free for 7 days

15% discount available for non-profits. Volume discounts available.

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