Launching Smart Forms with Drag and Drop (Outlook + Salesforce)

LinkPoint Connect users can highlight an email signature and drop the information in the Side Panel to launch a Smart Form for Salesforce Leads, Contacts, and Accounts. Smart Forms are designed launch when using the Side Panel Drag and Drop functionality, but may be off by default for existing users. The feature is on by default for new users. In this section, you will learn how to configure LinkPoint Connect to launch Smart Forms when using the Drop Zone.


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Launching Smart Forms with Drag and Drop


Click the LinkPoint Assist icon in the system tray with the right mouse button and then select Configure LinkPoint Connect.



Select Smart Forms from the Components list on the left side of the LinkPoint Assist window.



Select the checkbox to Use Smart Forms when dropping email signatures to create records?.


Click the Apply button to confirm the selection and click the Ok button to finish and exit LinkPoint Assist.


Locate an email from a new Lead or Contact and highlight the signature within the email. Drag and drop the highlighted signature to the Drop Zone at the bottom of the Side Panel. Release the selection over an icon to create a new Account, Lead, or Contact.


Use the Smart Form to create the record. Click Ok when finished to save the new record to Salesforce.




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