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Welcome to LinkPoint Connect

We are thrilled to have you on board and using LinkPoint Connect for Salesforce. Here at LinkPoint360, we take pride in guiding you through the installation and configuration of our software to ensure maximum adoption. With this programming guide and a designated Customer Success Manager, you are empowered to take full advantage of email integration for Salesforce. Check out our Quick Start Guide and Guided Training videos to get started with this powerful tool.

LinkPoint Connect Quick Start Guide

1) Click the link below to open the LinkPoint Blade page on the Microsoft AppSource

Install LinkPoint Blade from Microsoft AppSource

2) Click the “Get it now” button

3) Sign into Microsoft Outlook if prompted

4) Proceed through the installation prompts and allow the requested permissions.

1) Click the Open Blade Panel button on the Outlook toolbar to expand the Sidebar.

2) Click the Preferences icon in the bottom-right of the Sidebar.

Tip: Click the Pin button in the top-right of the Sidebar to keep the sidebar open. This prevents having to relaunch the Sidebar each time you select an email.

3) Click the Connect to Salesforce button to authenticate with Salesforce. Once authenticated, you will see a confirmation status.

Tip: If you are installing on a Mac, you will need to click “Connect To Microsoft” after authenticating with Salesforce.

Guided Training Videos

After properly installing LinkPoint Connect, review the below training videos to learn how to efficiently utilize the software. Following these resources will ensure ease of use and provide an increasingly productive environment for employees.

Resource and Release Documentation

Looking for additional, up-to-date information on LinkPoint Connect? View the below resources and release notes to learn more about feature updates, software applications, and more. Never miss an update when you stay connected at a community-level.

  • Knowledge Base – Learn online with step-by-step instructions, videos, and quick tips.
  • User Guide – Access the complete LinkPoint Connect User Guide in .pdf format.

We Love Our Customers

LinkPoint360 provides email integration for Salesforce users around the globe to create efficient workplace environments, as well as community-level support for our users. Hear from our existing and previous customers to learn more about the value that LinkPoint Connect provides.

"Our sales teams are clearly more efficient. Everyone takes advantage of recording to get emails into Salesforce, and many also create their follow-up tasks at the same time – finishing two items at once. LinkPoint Connect makes our very complicated CRM system very user friendly. It simplified a complex system and made it easier for users to utilize our CRM to the fullest. "
Stacey W.
"There are those rare tools that you find that you actually are thankful for every single workday... Linkpoint Connect is one of those for me. The ease with which I can track my emails, drag contact info into Salesforce to create leads, and generally just keep track of my work is phenomenal...a game changer if you are currently cutting and pasting emails with a separate entry in Salesforce or cutting and pasting contact info from websites or emails to create new leads."
Lincoln W.
"This app has saved my life in terms of time management. I can't say enough good things about how much time this saves, and how my management team has better visibility into the activity within the opportunities I am working on at any given time."
Carmen S.
" Linkpoint Connect has revolutionized our business. It is quick, easy to use, effective, efficient and supported by a company that goes beyond the call of duty. Bottom line is that each and every customer - large or small - is treated like they are a Fortune 500 company. "
Giles S.
"As a consultant, I get asked all the time for best tools/best practices around emails and Salesforce. This is consistently my first recommendation. I love the fact that you can add contacts/leads by dragging and dropping signatures and add cases easily. It's easy to use and the support has been terrific. I highly recommend the tool and suggest it for anyone needing to streamline their workflow. "
Joann C.
"Salesforce implementations, even for Salesforce supported products, can be complicated and affect a number of components. This implementation was extremely easy,” said Hyla. “We were up and running within a few weeks of my initial outreach and had resources available to us throughout the transition. "
Holly H.
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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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