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  • Salesforce (Legacy) logoSalesforce (Legacy) logo

LiveAgent + Salesforce (Legacy) Integrations

How to connect LiveAgent + Salesforce (Legacy)

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  • LiveAgent triggers, actions, and search
    New Customer (Experimental)
    Triggers when a new customer is added to system. (uses API v3).
    Trigger
    Scheduled
  • LiveAgent triggers, actions, and search
    New Customer
    Triggers when a new customer is added to system.
    Trigger
    Scheduled
  • LiveAgent triggers, actions, and search
    Add Customer to Group
    Add customer to group.
    Action
    Write
  • LiveAgent triggers, actions, and search
    Create Conversation
    Creates new conversation.
    Action
    Write
  • LiveAgent triggers, actions, and search
    Add New Customer
    Adds new contact/customer to system.
    Action
    Write
  • LiveAgent triggers, actions, and search
    Remove Customer From Group
    Removes customer from particular group.
    Action
    Write
  • Salesforce (Legacy) triggers, actions, and search
    New Account
    Triggers when a new account is created.
    Trigger
    Scheduled
  • Salesforce (Legacy) triggers, actions, and search
    New Campaign
    Triggers when a new campaign is created.
    Trigger
    Scheduled
  • Salesforce (Legacy)

    Triggers when a new case is created.

    Scheduled

    Trigger

  • Salesforce (Legacy)

    Triggers when an opportunity is closed.

    Scheduled

    Trigger

  • Salesforce (Legacy)

    Triggers when a new contact is created.

    Scheduled

    Trigger

  • Salesforce (Legacy)

    Triggers when a new custom object (of the type you choose) is created.

    Scheduled

    Trigger

  • Salesforce (Legacy)

    Triggers when you add a new type of custom object to Salesforce. Typically you want to use the "New Custom Object" trigger, not this.

    Scheduled

    Trigger

  • Salesforce (Legacy)

    Triggers when a new event is created.

    Scheduled

    Trigger

  • Salesforce (Legacy)

    Triggers when a new folder is created.

    Scheduled

    Trigger

  • Salesforce (Legacy)

    Triggers when a new lead is created.

    Scheduled

    Trigger

  • Salesforce (Legacy)

    Triggers when a new note is created.

    Scheduled

    Trigger

  • Salesforce (Legacy)

    Triggers when a new opportunity is created.

    Scheduled

    Trigger

  • Salesforce (Legacy)

    Triggered when a new Outbound Message is received.

    Instant

    Trigger

  • Salesforce (Legacy)

    Triggers when a new task is created.

    Scheduled

    Trigger

  • Salesforce (Legacy)

    Triggers when an opportunity is updated.

    Scheduled

    Trigger

  • Salesforce (Legacy)

    Create a new account.

    Scheduled

    Action

  • Salesforce (Legacy)

    Create a new attachment (max 25MB).

    Scheduled

    Action

  • Salesforce (Legacy)

    Create a new campaign.

    Scheduled

    Action

  • Salesforce (Legacy)

    Create a new case.

    Scheduled

    Action

  • Salesforce (Legacy)

    Create a new comment on a case.

    Scheduled

    Action

  • Salesforce (Legacy)

    Create a new contact.

    Scheduled

    Action

  • Salesforce (Legacy)

    Add a contact to a campaign.

    Scheduled

    Action

  • Salesforce (Legacy)

    Update an existing contact.

    Scheduled

    Action

  • Salesforce (Legacy)

    Create a new custom object (of the type you choose).

    Scheduled

    Action

  • Salesforce (Legacy)

    Update an existing custom object (of the type you choose).

    Scheduled

    Action

  • Salesforce (Legacy)

    Create a new document.

    Scheduled

    Action

  • Salesforce (Legacy)

    Create a new event.

    Scheduled

    Action

  • Salesforce (Legacy)

    Create a new lead.

    Scheduled

    Action

  • Salesforce (Legacy)

    Add a lead to a campaign.

    Scheduled

    Action

  • Salesforce (Legacy)

    Update an existing lead.

    Scheduled

    Action

  • Salesforce (Legacy)

    Create a new note.

    Scheduled

    Action

  • Salesforce (Legacy)

    Create a new opportunity.

    Scheduled

    Action

  • Salesforce (Legacy)

    Update an existing opportunity.

    Scheduled

    Action

  • Salesforce (Legacy)

    Create a new task.

    Scheduled

    Action

  • Salesforce (Legacy)

    Find an Account by a field and value you choose.

    Scheduled

    Action

  • Salesforce (Legacy)

    Find a Campaign by a field and value you choose.

    Scheduled

    Action

  • Salesforce (Legacy)

    Find a Case by a field and value you choose.

    Scheduled

    Action

  • Salesforce (Legacy)

    Find a Contact by a field and value you choose.

    Scheduled

    Action

  • Salesforce (Legacy)

    Find a Custom Object by a field and value you choose.

    Scheduled

    Action

  • Salesforce (Legacy)

    Find a Custom Object using a WHERE clause. Useful for searching by multiple fields.

    Scheduled

    Action

  • Salesforce (Legacy)

    Find an Event by a field and value you choose.

    Scheduled

    Action

  • Salesforce (Legacy)

    Find a Folder by a field and value you choose.

    Scheduled

    Action

  • Salesforce (Legacy)

    Find a Lead by a field and value you choose.

    Scheduled

    Action

  • Salesforce (Legacy)

    Find an Opportunity by a field and value you choose.

    Scheduled

    Action

  • Salesforce (Legacy)

    Find a Task by a field and value you choose.

    Scheduled

    Action

  • Salesforce (Legacy)

    Finds a Account, and creates one if it does not exist.

    Scheduled

    Action

  • Salesforce (Legacy)

    Finds a Campaign, and creates one if it does not exist.

    Scheduled

    Action

  • Salesforce (Legacy)

    Finds a Case, and creates one if it does not exist.

    Scheduled

    Action

  • Salesforce (Legacy)

    Finds a Contact, and creates one if it does not exist.

    Scheduled

    Action

  • Salesforce (Legacy)

    Finds a Custom Object, and creates one if it does not exist.

    Scheduled

    Action

  • Salesforce (Legacy)

    Finds a Event, and creates one if it does not exist.

    Scheduled

    Action

  • Salesforce (Legacy)

    Finds a Folder, and creates one if it does not exist.

    Scheduled

    Action

  • Salesforce (Legacy)

    Finds a Lead, and creates one if it does not exist.

    Scheduled

    Action

  • Salesforce (Legacy)

    Finds a Opportunity, and creates one if it does not exist.

    Scheduled

    Action

  • Salesforce (Legacy)

    Finds a Task, and creates one if it does not exist.

    Scheduled

    Action

How LiveAgent + Salesforce (Legacy) Integrations Work

  1. Step 1: Authenticate LiveAgent and Salesforce (Legacy).
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Salesforce (Legacy) Tutorials

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liveagent logo

About LiveAgent

LiveAgent is the only customer support app you will ever need. Helpdesk, Ticketing, Automation, Live Chat, Call Center, FAQs, Support Portal, Facebook and Twitter monitoring... Plus, it works well with others like MailChimp, Highrise, AWeber, Google Analytics and 50+ more

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About Salesforce (Legacy)

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

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