LivePerson and Salesforce Marketing Cloud Integration Gather leads, trigger automated emails and put your email marketing on autopilot in Salesforce Marketing Cloud. Sync contact data, manage deal flow and automate your sales pipeline in LivePerson.
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What can I do with LivePerson and Salesforce?
Sync contact data, manage deal flow and automate your sales pipeline in Salesforce. Do much more by connecting LivePerson and Salesforce. This integration will be available soon. Looking for something else? Connect LivePerson and Salesforce the way you want. Start by selecting the trigger and action events listed here.
How do I integrate LivePerson with SFDC?
Go to “API” Tab and click “Manage” and then “New.” Fill in the App Name: “SFDC Integration,” Developer:“LivePerson” and then make sure to select the following APIs on the list: “Data” > “Engagement History” and “Administrations” > “Skills” and click “Save.”
How to integrate LivePerson with campaign builder?
Go to the Campaign Builder and search for the link “Data Sources.” Go to “API” Tab and click “Manage” and then “New.” Fill in the App Name: “SFDC Integration,” Developer:“LivePerson” and then make sure to select the following APIs on the list: “Data” > “Engagement History” and “Administrations” > “Skills” and click “Save.”
How do I use the “other” field in the LivePerson API?
To use “Other,” you need to manually populate two fields: one is the address of your parameter in our LivePerson SDK Field (The API used on the widget/client side of our package) and one is our LivePerson API Field (The API used on the back-end sync process of our package).
How integration is done in Salesforce?
Salesforce Integration is the process of bringing two or more systems together, which allows you to streamline separate processes. Think of cases in your own technology stack in which information is kept in one system but also required in another.
What programs integrate with Salesforce?
Integrate Salesforce with the apps you use every day.G Suite. Streamline your team’s workflow and increase productivity by syncing G Suite by Google Cloud with Salesforce. … Slack. … Quickbooks.MailChimp.LinkedIn.Docusign Integration: Digitize Your Agreements.JIRA.HelloSign.More items…
Can Salesforce integrate with anything?
Because Salesforce is a CRM system, Salesforce data integration tools often connect Salesforce with a complementary system such as an ERP (or enterprise resource planning) system, sharing data on customer accounts, inventory and business processes. But that’s far from the only useful Salesforce integration.
How do I set up integration in Salesforce?
Select Salesforce from the list of integrations. Click to the Settings tab and turn the toggle to enable the integration. Click Link your Salesforce account if you’d like to use rules to perform automated actions in Salesforce. Click Save to finish enabling the Salesforce integration.
What is API integration in Salesforce?
API stands for Application Programming Interface. –> Salesforce provides programmatic access to your organization’s information using simple, powerful, and secure application programming interfaces[API’s].
How many apps integrate with Salesforce?
As popular as Salesforce is, there are some things it can’t do straight out of the box. Fortunately, Salesforce has 2,500+ integrations and apps so that you can personalise and build upon the existing functionality and unearth crucial insights to enhance your performance.
How do I connect to Salesforce API?
Salesforce Connected AppIn Salesforce, navigate to Setup->Build->Create->Apps.Then go to Connected Apps for creation.Now choose the New Button to create a new connected app.Enter all the required information for the application.Select Enable OAuth Settings.More items…•
What is Salesforce platform?
Salesforce Platform is the app development platform that extends your CRM’s reach and functionality. You do not have to be a developer to build apps using the Salesforce Platform.
What is a data integration tool?
Data Integration tools are the software that is used in performing the Data Integration process i.e. moving the data from source to the destination. They perform mapping, transformation, and data cleansing. Read on to learn more about Data Integration tools. To know more about Data Integration tools, visit this link.
What is integration log in Salesforce?
The Integration Log gives you a view behind the scenes of your integrations and allows you to see both scheduled and triggered integration tasks and their results. The Integration Log is useful in troubleshooting integration issues.
How do I check integrations in Salesforce?
Access your Salesforce integration settingsIn your HubSpot account, click the Marketplace icon marketplace in the main navigation bar. Under Manage, select Connected apps.Under Connected Apps, click Salesforce.
What are data integration rules in Salesforce?
Data integration keeps your data up-to-date. When you activate a data integration rule, Salesforce immediately checks your existing records against a data service to see if new data is available. New records are checked when they’re saved. Based on your rule settings, your records are updated with new data.
Chat transcript settings
The SFDC package supplied by LivePerson includes an object named “Chat Transcript”. This object purpose is to capture conversations of both types: chat or messaging.
Enabled object settings
In order to add a Custom Object to the list of “Available Objects,” you will first need to create a Lookup field for your Custom Object on the “Chat Transcript” object.
User guide
Below is an overview of the widget capabilities, in this section, we will cover the following topics:
Viewing the data in Salesforce
Now that we created records from the Conversational Cloud, you may view all our Chat Transcripts from Salesforce as well, as well as create reports for them.
Create your own Integration
Connect LivePerson and Salesforce the way you want. Start by selecting the trigger and action events listed here.
Run Workflows
Connect LivePerson and Salesforce with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.
Why Automate.io?
iPaaS products that connect multiple apps have been costly and complicated to use. Automate.io brings the same power to small businesses at economical price so you can automate away your tedious & repetitive tasks once and for all.
Create your own Integration
Connect LivePerson and Salesforce Marketing Cloud the way you want. Start by selecting the trigger and action events listed here.
Run Workflows
Connect LivePerson and Salesforce Marketing Cloud with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.
Why Automate.io?
iPaaS products that connect multiple apps have been costly and complicated to use. Automate.io brings the same power to small businesses at economical price so you can automate away your tedious & repetitive tasks once and for all.
Pricing Info
To determine pricing, LivePerson will work with you to identify what interactions are best suited for automation and which messaging channels should be enabled. Start by scheduling a meeting with an AI expert.
General Info
Drive online conversions and improve customer loyalty with LivePerson, a market leader in real-time intelligent customer engagement.
Pricing Info
Salesforce Service cloud offers 4 SMB and enterprise pricing plans billed annually.
General Info
A cloud-hosted customer service platform designed to allow faster, smarter case resolution. By providing a 360-degree view of each customer, this IT asset management solution enables businesses to quickly resolve issues, thereby driving better user experience and higher customer satisfaction.
Salesforce Service Cloud Comparisons
You shouldn’t expect just a wide set of useful tools and adjustable pricing from a well-known CRM Software. Almost as important as main features is a quality customer support.
Integration interactions
Before you can add an Integration interaction, you need to create the integration itself. For details on this, see here.
Knowledge AI interactions
Use a Knowledge AI interaction in a bot when you want to search a knowledge base for articles. This interaction always performs the search using the consumer’s most recent message as the search phrase.
Agent Transfer interactions
Use an Agent Transfer interaction in a dialog when you want to transfer a conversation from a bot to a live agent, or from a bot in one bot group to a bot in a different group.
File Upload interactions
File Upload interactions are available for Web Messaging, Apple Business Chat, and WhatsApp Business. Additionally, the interactions are only available on the LivePerson cloud platform.
Dynamic Routing interactions
Dynamic Routing is the intelligent routing of consumer conversations to the most qualified agents – bot or human – based on intent data and other contextual data: consumer inputs, past interactions, loyalty tier, and other attributes. Dynamic routing makes possible highly personal consumer journeys and routing at scale.
Apple Pay interactions
If your business uses Apple’s Business Chat service to chat with consumers via the Messages app, you can use the Apple Pay integration interaction to let the consumer make a payment for goods and services using Apple Pay. (The interaction has been developed per Apple’s Apple Pay specifications, which you can find here .)
About LivePerson
LivePerson is an AI-powered customer engagement platform that provides a tonne of features related to consumer conversations. It provides AI-driven chatbots and other messaging solutions to over 18,000 companies across the world.
Pros & Cons
The implementation is simple and the interface is intuitive. You don’t need to be a tech expert to operate the software.
Alternatives
LivePerson is an AI-powered customer engagement platform that provides a tonne of features related to consumer conversations. It provides AI-driven chatbots and other messaging solutions … Read More
Frequently Asked Questions
No, the software does not have a free trial. You can request a demo of the software to get an idea before you purchase a subscription plan.
