Add CINC notes for new Verse lead activities
When using a service like Verse, you can update communication notes in CINC seamlessly with this automation instead of having to copy and paste manually. Once Verse adds activity to a lead, if the email in Verse matches the lead in CINC, that information can be pushed over and displayed on their profile. That way, your systems with be up-to-date with no extra effort on your part.
When using a service like Verse, you can update communication notes in CINC seamlessly with this automation instead of having to copy and paste manually. Once Verse adds activity to a lead, if the email in Verse matches the lead in CINC, that information can be pushed over and displayed on their profile. That way, your systems with be up-to-date with no extra effort on your part.
- When this happens...New Lead Activity
Trigger when a new activity on a lead is added.
- automatically do this!Add Note
Adds a note to a lead in the CINC CRM.
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New Lead Activity
Trigger when a new activity on a lead is added.
Try ItNew Qualified Lead
Trigger when a lead has been qualified.
Try ItEnd Conversation (Qualify)
End conversation and qualify a lead.
Stop Conversation (Unqualify)
Stop conversation and unqualify a lead.
New Lead Created
Trigger when a lead has been created.
Try ItNew Unqualified Lead
Trigger when a lead has been unqualified.
Try ItFirst Name
Last Name
Email
Phone Number
Lead Type
Street Address
City
State
Postal Code
Additional Notes
Lead Source
External Lead Id
Owner First Name
Owner Last Name
Owner Email
Owner Phone Number
Owner Team Name
Owner Calendar Integration Link
Owner Call Center Routing Number
Custom Fields
Lead Converted
Lead Conversion Amount
First Name
Last Name
Email
Street Address
City
State
Postal Code
External Lead Id
Lead Type
Additional Notes
Lead Source
Owner First Name
Owner Last Name
Owner Email
Owner Phone Number
Owner Calendar Integration Link
Owner Call Center Routing Number
Custom Fields