Connect Outlook with Salesforce so you capture emails and internal notes as Salesforce Tasks in real time. The logging core parses valid recipients, associates messages to the right Account, Contact, Lead, or Opportunity, and attaches the email content and files to the Task. You reduce manual logging, keep activity history complete, and improve sales visibility and compliance. Available today on all plans.

You can configure Task fields and ownership to match your process. You can include notes, thread IDs, and original timestamps, with built‑in safeguards to avoid duplicates.

Use Case: Prepayments on Invoice Line Items

Add prepayment configurations to automatically split multi‑period costs into recognition schedules and line items. You define start/end dates, recognition cadence, and GL mappings once; the system creates accurate invoice lines and the associated recognition plan so you can close faster with fewer adjustments. Available today on all plans.

Preview schedules before posting, lock source amounts, and route exceptions for approval. Use GL code rules to align recognition with your chart of accounts and export clean data to your downstream system. When creating or reviewing invoices, use Prepayment in the line item editor to apply and preview the schedule.

Ingest PDFs, images, and emails, extract fields with OCR, and automate downstream actions from a single workflow. The pipeline normalizes date and currency formats, validates required fields, and populates your forms and line items so you can process invoices, receipts, and supporting docs with less manual entry. Available today on all plans.

Mergepoint changelog

October 2025 changelog