INTEGRATIONSLivePerson Sync:
Where your agent workspace and your CRM finally work as one
LivePerson Sync, built in partnership with Coral Active, connects your agent workspace to the CRM and other systems your team already runs, synchronizing customer data across all of them in real time.
Agents get the full picture of who they’re talking to without leaving the conversation, and everything that happens in that interaction is automatically reflected across your connected systems.
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The synchronization layer your CX runs on
Most contact center tech stacks were built in layers, not by design. LivePerson Sync connects what’s already there and treats every conversation as a live event that updates, informs, and improves the systems around it.
The technology behind it has been proven across more than 100,000 agent seats in some of the world’s largest contact centers, at enterprises like Fidelity Investments, Telstra, and AT&T.
What teams can see when their systems finally work together
60%
reduction in average handle time
25%
boost in customer satisfaction
10%
increase in revenue
Built for Salesforce, ServiceNow, Microsoft Dynamics, Oracle, Zendesk, and whatever else is in your stack
LivePerson Sync works out of the box with the CRMs your team already runs, and can be scoped for homegrown or custom systems too. It treats every customer interaction as a live event that can trigger automated actions, surface t he right data, and update records across your systems simultaneously.
That same real-time CRM context feeds directly into the AI layer, giving both AI agents and live agents the accurate, current information they need to handle high-value workflows without manual data pulls.
Bring your entire CRM into the agent workspace
Bidirectional sync pulls customer profile data, open tickets, lead history, and account details directly into the LivePerson workspace so agents have everything they need exactly where the conversation is happening.
Run LivePerson conversations from inside your CRM
For teams whose work lives in their CRM desktop, LivePerson Sync embeds the Conversational Cloud® experience directly inside Salesforce or your preferred platform. Agents get the full conversation capability without leaving the tool their workflows already depend on.
Surface the right record the moment a conversation starts
When an agent picks up a new conversation, the relevant CRM record appears on their secondary monitor automatically, triggered by the switch itself. No searching, no manual lookup.
Close the conversation and let AI handle the rest
When a conversation ends, LivePerson Sync triggers the customer survey, ingests the transcript, generates a summary, and updates the record across your connected systems. The wrap-up that would normally take several manual minutes happens on its own.
Built for the teams absorbing the cost of disconnected systems
Every role in the contact center experiences that cost differently. LivePerson Sync addresses it at the source.
Agents drowning in tabs
Most agents are expected to hold a live conversation while hunting for customer history in one tab and updating records in another.
Sync puts all of that in one place so agents can focus on the person they’re talking to.
Operations leaders watching AHT climb
If your agents spend the tail end of every conversation on manual data entry, the problem is the workflow, not the team.
Automating what happens before, during, and after the conversation puts that time back where it belongs.
IT teams holding together a stack they inherited
Your environment has CRMs, CCaaS platforms, and legacy applications that were never designed to talk to each other.
LivePerson Sync connects them without replacing anything that’s already working, and enterprise deployments are typically live in two to five days.
