Pardot

LinkPoint Connect for Pardot

Marketing automation systems process and store considerable amounts of contact data that corresponds with the work done across various dashboards, databases, and email applications. Increase Pardot use and adoption throughout your organization with a solution that simplifies how data is added or viewed between systems. LinkPoint Connect unites the work your team does tracking prospects and clients between email and Pardot.

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Stop switching between email and Pardot!

Pardot brings marketing automation to a new level with the ability to create, deploy, and manage online marketing campaigns. This information is often integrated with other systems to provide a more complete picture for account and contact status. LinkPoint Connect takes this integration a step further by bringing the data you see in in Pardot directly to your email client.

LinkPoint Connect’s flexible integration allows users to record emails, create new contacts or prospects, and view Pardot data directly within MIcrosoft Outlook or IBM Notes all backed by automated synchronization of contacts, calendars, and tasks.

Save time. Streamline processes. Sell more.

Outlook+Salesforce: Main

How It Works

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

  • View Pardot data inside your email client with seamless integration
  • Access Prospect Profiles and Activity to review and record emails
  • Click to open specific Pardot records or make VoIP calls for follow up
  • Toggle between related clients for specific emails based on To, Cc, and Bcc field data
  • Customize the record types and custom objects including the Pardot data you want to see in your email client
Outlook+Salesforce: View

Record emails to Pardot fields when sending messages from within your email application. LinkPoint Connect makes it easy to associate emails with the right contacts and accounts with just a few clicks.

  • Record emails easily when sending messages
  • Control where and how emails are recorded, including Pardot objects such as Prospects and Leads
  • Choose to include attachments, such as content marketing pieces, when recording emails
  • Schedule follow up tasks and appointments based on your contact’s status
  • See which emails have already been recorded to Pardot
Outlook+Salesforce: Record

Create new records with ease…and without the hassle of copy and paste actions between your email and Pardot. LinkPoint Connect makes data entry simple by bringing together the systems that support your processes.

  • Drag and drop an email signature to create new leads, prospects, and accounts
  • Auto-populate fields in Pardot when creating new contacts
  • Create new opportunities, events, and tasks for specific records with an easy add button
  • Remain compliant with Pardot required fields based on your existing business rules
Create

Sync what you want, where you need it. You work differently in email and Pardot throughout the day. Save time and hassle by creating items once and having them sync where you need them. Users can set LinkPoint Connect to sync contacts, calendars, and tasks between systems.

  • Choose one-way or two-way sync between your email application and Pardot
  • Set independent rules to sync contacts, calendars, and tasks
  • Select manual sync to push specific items to Pardot or back to email
  • Use the Summary Screen to check your work to ensure accuracy
  • Schedule automatic sync to run when it’s most convenient for you
Outlook+Salesforce: Sync

Customize your email and Pardot integration to mirror your current workflows. LinkPoint Connect supports custom objects and custom fields, putting the data specific to how you do business at your fingertips.

  • Choose the custom objects and fields you want to access in your email client based on your Pardot configuration
  • Provide your requirements to the LinkPoint360 team
  • View and work with your Pardot data directly within your email application
Outlook+Salesforce: Customize

Features

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

System Compatibility

Microsoft Outlook Editions Office 365, 2016, 2013, 2010, 2007 (32 & 64 bit)
Supports IMAP and POP3
IBM Notes Editions Versions 9.x, 8.x, 7.x, 6.x (Basic & Standard)
Supports IMAP and POP3
Microsoft Windows Versions Windows 10, 8, 7, Vista, and XP (32 & 64 bit)
Virtual Desktop Environments Citrix and Terminal Services
$16-19 per user/month *
LinkPoint Connect for Pardot
or try it free for 7 days

* Subscriptions are billed annually

$16 per user/month for Microsoft Outlook users.
$19 per user/month for IBM Notes users.
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.