Salesforce is a customer relationship management (CRM) software. Its services let companies and businesses to work with Cloud. This gives them the option to provide better services for companies who want to support their clients and customers. It can save time and improve your customer relationships and customer experience.
You can use the Salesforce and LiveAgent integration to create cases in your Salesforce account via LiveAgent tickets. You don’t have to leave customer chat hanging, just report cases immediately and provide better customer satisfaction.
Whenever a customer conversation ticket request comes up, you can click on the Salesforce button at the right panel and create a case with customer email as the identifier and a chat transcript uploaded to the Salesforce case.
Salesforce integration for LiveAgent via Zapier lets you keep track of important information, such as new customers, contacts, events, objects, object types, campaigns, and closed opportunities.
You can also manually create new accounts, campaigns, comments, cases, contacts, and attachments. Feel free to add contacts to campaigns, create and update objects from your LiveAgent dashboard. These integrations can be created separately and you can choose which ones you want to utilize.
LiveAgent has a Salesforce integration plugin available for customers. It can help you keep track of your customers, manage cases or add new leads.
You’re done and your integration is active. Go ahead and try it out.
If you want to unlock more workflow capabilities of LiveAgent and Salesforce, you can try using the Zapier service. Zapier is a company that focuses on connecting any two apps with various integration results depending on their capabilities.
This system work with triggers and actions that you can choose and create a custom integration on your own. It’s a simple process that takes just a few minutes to complete.
Salesforce is a CRM software that helps you improve your business relationships since 1996. Moreover, it can boost the company's profitability and overall processes.
- improved productivity
- no need for switching interfaces
- easily update campaigns from the LiveAgent
- add new contacts from LiveAgent
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