Verse + Buying Buddy integrations
Add new Buying Buddy leads to Verse
With this integration, when you get new leads in Buying Buddy, they will be added to Verse automatically. Save time on manual data entry so you can focus on nurturing your leads!
- When this happens...New LeadTriggers when a new lead is created.
- automatically do this!Create ConversationSearch for a conversation by name, email, phone, conversation ID, or external ID.
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More things you can do with Buying Buddy and Verse
Discover other triggers and actions you can use with Buying Buddy and Verse
- New Lead
Triggers when a new lead is created.
Try ItTriggerInstant - Email
- First Name
- Last Name
- Full Name
- Primary Phone Number
- Mobile Phone
- Home Phone
- Associated Website
- Company
- Password
- Street Address
- Address Line 2
- City
- State
- Zip Code
- Agent's Buying Buddy Referral ID
- Assistant's Buying Buddy Referral ID
- Loan Officer's Buying Buddy Referral ID
- Other Role's Buying Buddy Referral ID
- Round Robin?
- Sales Step
- Forecast Close Date
- Forecast Revenue
- Forecast Notes
- Source Page URL
- Marketing Campaign Reference
- Inquiry / Task Subject Reference
- Inquiry / Task Details
- Inquiry / Task Status
- Task Due (In Days)
- Notes
- Comments
- Lead Star Rating
- Category ID
- HashTags
- Buyer Status
- Mortgage Status
- Agent Agreement
- Only Process if Existing Lead
- Send Welcome Email?
- Send Additional Email ID
- Attach Campaign to New Lead
- Attach Drip Campaign to Existing
- Saved Search
- Saved Search Frequency
- Saved Search End Date
- Duration of Alert
- Saved Search Criteria
ActionWrite- New Conversation Activity
Trigger when a new activity on a conversation is added.
Try ItTriggerInstant - New Qualified Conversation
Trigger when a conversation has been qualified.
Try ItTriggerInstant
- Existing Lead's Email AddressRequired
- Agent / User Email AddressRequired
- Email SubjectRequired
- Email BodyRequired
ActionWrite- Existing Lead's Email AddressRequired
- Email Address of the agent adding the note
- Note TextRequired
ActionWrite- New Conversation Created
Trigger when a conversation has been created.
Try ItTriggerInstant - New Unqualified Conversation
Trigger when a conversation has been unqualified.
Try ItTriggerInstant
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