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Sync Tasks

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  • Salesforce: PC Install for Outlook - Enhanced Side Panel (v7)
  • Sync Tasks

Choose a Task Sync Mode

Work with tasks in either Outlook or Salesforce and seamlessly sync items to the opposing system with a variety of...
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Record Tasks with SnapRecord

Record specific tasks from Outlook to Salesforce as a one-off action. SnapRecord includes a one-way, single-click method to add a...
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Establish Task Auto Sync Settings

Preset tasks sync to run automatically based on established rules. Users leverage sync settings in LinkPoint Assist, indicating the range,...
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Relate Tasks to Salesforce with Auto Sync

Enabling auto sync for tasks will automatically move tasks between Outlook and Salesforce based on the established sync settings. Users...
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LinkPoint360 is the leading provider of CRM integration solutions, dedicated to delivering software solutions that promote productivity, efficiency, and CRM adoption.
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