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.
Popular LivePerson and Salesforce integrations
LivePerson and Salesforce Connector Details
Connector TypeTray Connector
Operations
View documentationList servicesList usersExport audit trail to csvGet agent groupGet serviceGet userList agent groupsList audit trail recordsList profiles
Salesforce
Learn moreUsesSales, Marketing, All
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
View documentationBatch create recordsBatch delete recordsBatch update recordsDelete custom fieldBulk update recordsBulk upsert recordsDelete query jobConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query joband 27 more...
The Tray Platform enables better cross-team collaboration, easier sharing of data in real time, and transparency across the client lifecycle.
