Sync your CRM database with
Outlook, Lotus Notes or Palm Desktop

Real-time sync allows changes in one database to instantly sync with another!

How It Works

CompanionLink can be set up to sync your CRM or contact management database with Microsoft Outlook, Lotus Notes or Palm Desktop. For example, you can sync ACT! contacts, calendar activities, notes and histories with Microsoft Outlook.

We recommend buying CompanionLink Professional. It has a feature called DoubleLook Mode that does two-way sync transparently and in real-time from your PC's system tray area. Make a change in one database and watch the other magically receive that update without clicking a button.

Get CompanionLink Professional!

Try it free for 14 days! Buy One-time license
$129.95 Buy 3-month subscription
$34.95

Data We Sync

  • Contacts
  • Calendar events and activities linked to contacts
  • Recurring appointments
  • Notes and histories
    • syncs to Notes field of each contact record
  • To-do items and tasks
  • User-defined fields
  • Alarms and reminders
  • Attachment names

What You Need

  • Both databases installed on your PC
  • CompanionLink Express or Professional (Professional required for real-time sync ⇄)

Getting Started

  • In CompanionLink Setup, select the first dropdown menu ("Select the device you want to sync with...") and choose "No device - Sync with..." and pick one of the PC databases you wish to sync.
  • In the second dropdown menu ("Select your PC or web database..."), select the other database you wish to sync with.
  • Configure other settings to select the appropriate database folders, sync direction, and sync timer (or realtime).
  • Click the sync button to begin synchronization. If real-time sync is enabled, you can simply close CompanionLink (it will minimize to the system tray) and changes will be synced automatically.

Supported Databases

Sync any of the following databases with Microsoft Outlook, Lotus Notes or Palm Desktop: ( ⇄ indicates real-time sync compatibility)

  • ⇄ Microsoft Outlook
    • Microsoft Outlook 2000 and higher
  • ⇄ Microsoft Outlook with Business Contact Manager
    • Outlook Business Contact Manager 2007 and 2010
  • ⇄ ACT!
    • ACT! versions 4 - 6
    • ACT! by Sage versions 2005 and higher, including ACT! 2012
    • ACT! by Sage Premium, Real Estate, and Financial editions
  • GoldMine
    • versions 4 - 9 (dBase and SQL)
    • Personal, Premium and Corporate editions
  • ⇄ Lotus Notes
    • versions 4.6.7 and higher
  • ⇄ Palm Desktop
    • all versions
  • GroupWise
    • versions 6.5.3 and higher
  • Time & Chaos
    • versions 6 and higher
    • Chaos Intellect
  • Salesforce CRM
    • Works with any Salesforce Professional, Enterprise, Unlimited and Group accounts.
  • Highrise
    • Works with any HighRise Basic, Plus, or Premium accounts.
  • Zoho CRM
    • Works with all Zoho CRM accounts.
  • SugarCRM
    • Works with SugarCRM Professional, Corporate, Enterprise, Ultimate, and Community editions.

Sync your PIM or CRM database with Outlook using CompanionLink Professional. We support a wide variety of database software, such as ACT!, Lotus Notes, and Salesforce.com CRM.

DoubleLook mode allows your data to sync in realtime. As soon as you make a change in one database, CompanionLink syncs that change across to your other database.