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LivePerson Sync Integrates CRM Data into Agent Workspace


LivePerson Sync Integrates CRM Data into Agent Workspace
  • by: Source Logo
  • |
  • March 12, 2026

LivePerson, a leading provider of predictable conversational AI, has launched LivePerson Sync in partnership with Coral Active, an expert in enterprise contact center integrations. LivePerson Sync delivers seamless connectivity between LivePerson Conversational Cloud and key systems such as Salesforce, Microsoft, and ServiceNow, surfacing CRM data and workflows directly within the live agent workspace. This integration creates a unified view that reduces time lost to system switching and enhances agent productivity and customer interactions.

Quick Intel

  • LivePerson launches Sync with Coral Active to integrate CRM and contact center data into agent workspaces.
  • Supports bidirectional sync with Salesforce, Microsoft, ServiceNow, and other systems for real-time customer profiles and workflows.
  • Offers four deployment models: CRM in LivePerson, LivePerson in CRM, context synchronization, and AI-driven enrichment/automation.
  • Automates actions like transcript ingestion, summarization, and record updates post-conversation.
  • Provides a single-pane-of-glass experience to eliminate disconnected tech stacks and reduce handle times.
  • Available immediately as an open, flexible solution for brands modernizing agent experiences.

Eliminating Friction in Agent Workflows

Brands increasingly operate complex technology stacks, forcing live agents to navigate multiple disconnected systems during customer interactions. LivePerson Sync resolves this by treating every conversation as a real-time event capable of triggering automated workflows across platforms. Agents gain immediate access to relevant customer information without leaving their primary workspace, leading to faster resolutions and improved experiences.

"LivePerson Sync is the answer brands have been looking for to improve agent productivity and experience by providing agents with the customer information they need in a single view," said John Sabino, LivePerson CEO. "By further connecting our agent workspace with critical information from across systems, we're removing the friction of disconnected systems."

Core Capabilities and Deployment Flexibility

LivePerson Sync supports multiple integration approaches tailored to enterprise needs:

  • CRM in LivePerson: Secure bidirectional sync of customer profile data, lead and ticket management directly in the LivePerson workspace.
  • LivePerson in CRM: Native chat embedded within the enterprise's preferred CRM desktop for seamless upgrades from legacy connectors.
  • Context Synchronization: Automatic triggering of CRM records on secondary monitors as agents handle different conversations.
  • AI Enrichment & Automation: AI-powered actions that ingest conversation transcripts, generate summaries, and update customer records automatically upon completion.

Built on LivePerson Conversational Cloud—an open platform that connects channels, systems, and preferred AI models—LivePerson Sync enables event-driven orchestration across diverse tech environments. This vendor-agnostic design delivers agility, scale, and long-term value without lock-in.

Coral Active, founded in 2011, brings specialized expertise in simplifying agent workspaces through integrations with contact centers, CRMs, and legacy applications, making the partnership a strong fit for enterprise-grade implementations.

LivePerson Sync is now available for brands seeking to modernize agent experiences, reduce handle times, and leverage intelligent automation for more efficient operations.

 

About LivePerson

LivePerson (NASDAQ: LPSN) is an enterprise leader in predictable conversational AI. The world's leading brands use our award-winning Conversational Cloud and Syntrix platforms to connect with millions of customers. We power nearly a billion messages every month, providing uniquely rich data analytics, agent training, and AI evaluation tools to unlock the power of conversational AI for better business outcomes.

  • Conversational AICRM IntegrationCustomer ServiceAI AutomationCustomer Engagement
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