Salesforce integration

The Salesforce integration allows you to create new customers and leads and get information about existing customers you’re assisting within your LiveAgent dashboard.

To integrate your Salesforce account with your LiveAgent account, navigate to Configuration > Integrations and activate the Salesforce integration.

Next, go to Configuration > Integrations > Salesforce, and click on the Salesforce button to connect your Salesforce account with your LiveAgent account.

In the Salesforce authorization pop-up window click on the "Allow" button.

Once your Salesforce account is successfully connected, the pop-up window will automatically close and a confirmation message will appear.

You've successfully integrated Salesforce with your LiveAgent account. Now you can view your Salesforce customers and their leads, or create new customers and leads directly from the Salesforce integration section in any ticket.