Help & Support
Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More
Have Questions?
LinkPoint Connect: Email Integration for Outlook, Office 365, IBM Notes
Intuitive, Secure Email Integration for any Salesforce Set Up
Overview
LinkPoint Connect simplifies email integration as an Einstein Activity Capture alternative. Record emails with one click, manage Salesforce custom fields in Outlook, and keep all data securely stored in Salesforce for as long as needed.
See How LinkPoint Connect: Email Integration for Outlook, Office 365, IBM Notes Works
EINSTEIN ACTIVITY CAPTURE ALTERNATIVE. LinkPoint Connect is the ultimate Einstein Activity Capture alternative, offering seamless Outlook integration with Salesforce. All data is also securely stored in Salesforce as long as you need it!
SECURITY IS OUR PRIORITY. LinkPoint Connect is designed with security at the forefront. Our software can be installed per user, via silent deployment, across a variety of environments, and completely locked down and on premise depending on your needs.
CLICK ONCE. RECORD EMAIL. LinkPoint Connect saves users the most time. Our customers experience 50% fewer clicks than when using competitive tools. One-click email recording takes the time and guesswork out of tracking emails back to Salesforce records.
CUSTOM. OUT OF THE BOX. No single Salesforce instance is the same. It’s why we built LinkPoint Connect to detect custom objects and fields the moment you install. Users can immediately begin creating, updating, and working with Salesforce with accuracy.
LinkPoint Connect provides Outlook integration to Salesforce, serving as a robust Einstein Activity Capture alternative. Users can view and create records for any Salesforce object directly from Outlook. Flexible integration enables users to record emails, create new records, and automate sync for contacts, calendars, and tasks—all with data securely stored in Salesforce for as long as you need it. CREATE: Users can view or create records for any Salesforce object from Outlook. RECORD: Add emails to specific Salesforce records with a single click. Create follow-up tasks as you relate emails. SYNC: Automate contact, calendar, and task sync with independent, configurable rules. BOOK: TimeScout takes the back and forth out of booking meetings with preset meeting types and shared calendar links that reflect real-time scheduler availability. TRACK: LinkPoint Tracker enables users to track when an outbound email is opened by one or more recipients with real-time notifications. LinkPoint Connect supports Salesforce Lightning, Partner Communities, Salesforce Shield, and third-party Salesforce overlay instances. IMAP, POP3, Citrix/Terminal Services are supported.
Categories
- Business Needs
- SalesProductivityEmail & Calendar Sync
- Industries
- Financial ServicesHealthcare & Life SciencesHigh Tech
- Personas
- MarketerSales Representative / ManagerService Agent / Supervisor
- FeaturesLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.
- Lightning ReadyPerson AccountsSalesforce Shield
