Integrate your CRM to unify workspaces and empower agents

Integrations can be set up with web-based tools such as Salesforce, SugarCRM, or Zendesk.

Blend the functionality of your CRM tool with LivePerson’s chat and messaging solution. This integration pulls your CRM data directly into the LiveEngage Workspace and lets agents submit new leads or cases in addition to accessing, reviewing, and updating records.

Benefits

Increase agent efficiency by unifying the workspace

Related CRM automatically appears alongside conversations. Agents can edit it directly, without opening a new window. You can set up the integration to pre-populate lead, case, account, and any other form with existing customer information. Agents need only to verify and update their notes, then submit with one click.

Customize the agent workspace based on their role

Sales agents need to know if the person they’re messaging is an existing lead or customer, whereas service agents need to see the full customer profile or any open cases. Tailor the agent CRM widget to pull up the records most relevant to them.

Keep customer relationships personal

CRM integration empowers agents with background about the customer they are engaging, which can develop an ongoing relationship.

Create custom reports within or outside of LiveEngage

Use LiveEngage metrics and reporting however you want. Import your own CRM data into LiveEngage or export LiveEngage data into your CRM to keep reporting all in
one place.