Microsoft Outlook + Salesforce

LinkPoint Connect for Microsoft Outlook + Salesforce

Link the work you do in Outlook 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 Outlook.

Outlook+Salesforce
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Stop switching between Outlook and Salesforce!

With LinkPoint Connect, users can view and create any Salesforce object from within Outlook. 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.

Outlook+Salesforce: Main

How It Works

View real-time Salesforce data without ever leaving Outlook. Click on an email in Outlook, 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
Outlook+Salesforce: View

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

  • 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 Outlook 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
Create

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 Outlook and Salesforce.

  • Choose one-way or two-way sync between Outlook 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
Outlook+Salesforce: Sync

Customize your Outlook 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 Outlook, based on your Salesforce set up
  • Provide your requirements to the LinkPoint360 team
  • View the data from your custom objects directly within Outlook
Outlook+Salesforce: Customize

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 Outlook and Salesforce usage.

System Compatibility

Microsoft Outlook Editions Office 365, 2013, 2010, 2007 (32 & 64 bit)
Supports IMAP and POP3
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
$5 per user/month *
LinkPoint Connect for Microsoft Outlook + Salesforce
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or try it free for 7 days

* Subscriptions are billed annually

10% discount available for non-profits. Volume discounts available.
Please call for pricing regarding Virtual Desktop Environments (Citrix/Terminal Services).

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