LinkPoint Connect for Salesforce®

View, record, create, and sync between email and Salesforce with simple and seamless email integration for any platform.

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Available For

Intuitive, secure integration for any Salesforce setup

LinkPoint Connect simplifies email integration for end users and Salesforce admins alike. Single-click email recording captures interactions for a complete customer picture in Salesforce. Custom objects and fields work out of the box to bring unique Salesforce data to your email. Client-side deployment options ensure compliance with security protocols and customer control.

LinkPoint Connect is one solution on any platform for any use case.

Simple One-Click Email Recording

Custom Salesforce Object and Field Detection

Secure Client-Side Deployment

Make Your Day More Productive

Create follow up tasks, manage leads, and update records with minimal clicks or data entry. LinkPoint Connect’s productivity features make existing workflows even more efficient.

Work with Better
Salesforce Data

Get more value out of your CRM and your pipeline. Capture better meeting feedback, track field-level data, and sync content for Salesforce reporting.

How It Works

Record emails to Salesforce with just one click

Contact suggestions simplify recording while you can add related records like accounts. Work with attachments, create follow up tasks, and use email templates for extra productivity.

Support for field updates, editing email subject lines, and Salesforce Enhanced Email increase data quality.

View real-time Salesforce data without ever leaving your email

The Side Panel instantly shows contextual Salesforce records to give insight about your interactions.

Search for additional items, filter results, and customize display settings. Configuration includes Standard and Custom Salesforce objects.

Create and edit Salesforce records with limited data entry

Add new leads and contacts from any email signature or collected Connections card.

SnapForms make Salesforce records interactive inside your email with options to edit existing items and identify potential duplicates.

Take the back and forth out of booking meetings

TimeScout lets you share availability with prospects and clients to simplify meeting scheduling. Events are added to your Outlook Calendar and managed for you automatically.

Built-in booking integration brings your calendar availability to your outbound emails from the Side Panel.

Capture critical meeting intel to add value to interactions

Streamline meeting feedback about your most essential KPIs and metrics. Field updates map directly to Salesforce records for consistent data input and better reporting.

Launch a meeting recap via the Side Panel or dedicated mobile app to support teams of all types.

Sync calendars, contacts, and tasks with flexible settings

Independent rules let you create items once and control how they move to and from Salesforce.

Choose one-way or bidirectional sync and include contextual fields for added insight.

Track email opens for extra campaign insights

Know if and when your email was opened with Side Panel and dashboard tracking tools.

Real-time notifications help prioritize outreach and follow ups for pipeline management.

Introducing…LinkPoint Connect!

LinkPoint Connect is the easiest, most secure, and most flexible integration solution for Salesforce on the market. Our Enhanced Side Panel brings innovation, speed, and ease of use to the forefront more than ever before.

Rates & System Requirements

Outlook Integration

Microsoft Outlook
Editions
Office 365, 2019, 2016, 2013, 2010 (32 & 64 bit) Supports IMAP and POP3

Salesforce
Editions

Contact Manager, Group, Professional, Enterprise, Performance, Unlimited
Microsoft Windows Versions
Windows 10, 8, 7, Vista, and XP (32 & 64 bit) including Surface Pro devices
Virtual Desktop Environments
Including, but not limited to, Citrix, Terminal Services, and VMware

IBM Notes Integration

IBM Notes Editions
Versions 10.x, 9.x, 8.x, 7.x, 6.x (Basic & Standard) HCL Notes 11.x Supports IMAP and POP3

Salesforce
Editions

Contact Manager, Group, Professional, Enterprise, Performance, Unlimited
Microsoft Windows Versions
Windows 10, 8, 7, Vista, and XP (32 & 64 bit) including Surface Pro devices
Virtual Desktop Environments
Including, but not limited to, Citrix, Terminal Services, and VMware

Subscriptions are billed annually. 10% discount available for non-profits. Volume discounts available. Call or email sales@linkpoint360.com for a quote.

Added Value

LinkPoint Connect enhances Salesforce email integration with solutions that support existing customer environments and workflows.

Integrate any Salesforce Cloud, Partner Community, or customized overlay

Implement without the need for Einstein or Salesforce Admin access

Install securely with local, silent, and virtual desktop options

Work with in-house support for technical assistance

Improve onboarding and adoption with dedicated Customer Success

Access on-demand training and resources in text and video formats

Add optional component for automated email sync*

Support users on additional platforms including Mac, mobile, and webmail*

Upgrade to the latest versions at no additional cost.

* Supported through additional platform components.