n-LiveAgent's Salesforce Integration Covers Cases and Contacts. What About Everything Else?
LiveAgent connects to Salesforce through a native plugin: it can create a Salesforce case from a LiveAgent ticket and keep contact and lead data in sync between the two in real time. It's available directly from LiveAgent or through Zapier, and it covers the standard objects most teams need, cases, contacts, leads, without custom setup. We build what the native plugin doesn't: syncing the specific Salesforce fields and objects your team actually tracks, and triggers that run the moment something changes instead of waiting on a scheduled sync.
What the native Salesforce plugin actually syncs
Case creation is the core of it: a LiveAgent ticket can open a matching Salesforce case automatically, so support activity shows up on the account record without an agent re-entering it.
Contact and lead data syncs in real time too, so a customer's details stay consistent whether they were last updated in LiveAgent or in Salesforce.
What it doesn't reach is anything past those standard objects. Custom fields your sales or support team actually filters by, account health scores, renewal dates, product-specific tags, aren't part of the native sync.
It also runs mostly one direction: ticket data flows to Salesforce well, but pulling Salesforce opportunity or order data back into the LiveAgent ticket view for an agent to see mid-conversation isn't something the plugin does.
What We Build on Top of LiveAgent's Salesforce Integration
Custom field sync both directions
Account tier, renewal date, or a health score tracked in Salesforce shown right in the LiveAgent ticket, and support outcomes written back to the exact Salesforce field your team actually reports on.
Real-time triggers instead of a periodic sync
A case status change in Salesforce updates the LiveAgent ticket the moment it happens, through the API, rather than catching up on the next scheduled sync.
Opportunity and order context in the agent's view
An agent working a ticket sees the customer's open Salesforce opportunities or recent orders without switching tabs, pulled in alongside the conversation.
Migration for teams moving onto either platform
Historical ticket or case data moved between LiveAgent and Salesforce in bulk through the API, mapped to the fields that actually matter instead of the default set.
Running LiveAgent and Salesforce side by side and still missing fields in the sync?
Tell us which Salesforce fields or objects matter to your team that the native plugin skips. We'll scope what it takes to close that gap directly against the API. And if Salesforce isn't the system you're actually stuck on, we build the same kind of connection for whatever tool is.
Let's talk