LivePerson and Salesforce integration + automation

LivePerson and Salesforce integrations couldn’t be easier with the Tray Platform’s robust LivePerson and Salesforce connectors, which can connect to any service without the need for separate integration tools.

LivePerson and Salesforce Connector Details

LivePerson LiveEngage connector logo

LivePerson

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UsesCustomer Success and Support, All
CategoryCustomer Success and Support
Connector TypeTray Connector
Operations
List servicesList usersExport audit trail to csvGet agent groupGet serviceGet userList agent groupsList audit trail recordsList profiles
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Salesforce logo

Salesforce

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM), AI/ML
Triggers
On Apex trigger (advanced)On Custom Workflow Formula (advanced)On Outbound Message (Advanced)On Record CreateOn Record Create or UpdateOn Record Field ChangeOn Record Multiple Fields ChangeOn Record Update
Connector TypeTray Connector
Operations
Batch create recordsBatch delete recordsBatch update recordsDelete custom fieldBulk update recordsBulk upsert recordsDelete query jobConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query joband 27 more...
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Mike Atwood
Mike Atwood, Executive Director of Client Success
Vox Media

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