Verse + Microsoft Dynamics 365 CRM

Stop conversations for new contacts in Verse from Microsoft Dynamics 365 CRM

Efficiently maintain and manage your contacts across Microsoft Dynamics 365 CRM and Verse with this seamless workflow. When a new contact is added in Dynamics 365 CRM, the automation instantly creates a corresponding contact in Verse, ensuring up-to-date information across both platforms. Save time and enhance lead management by utilizing this streamlined integration.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
Stop Conversation (Unqualify)
Stop conversation and unqualify a lead.
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It

Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
Try It
Create Campaign
Creates a new campaign.
Action
Write

Create Campaign Response
Creates a new campaign response.
Action
Write
- Info
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
Find Campaign Response
Finds a campaign response.
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
New Lead Created
Trigger when a lead has been created.
Trigger
Instant
Try It
New Unqualified Lead
Trigger when a lead has been unqualified.
Trigger
Instant
Try It
- First 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
Action
Write
- 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
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
Try It
Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
Try It
Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It
- Info
Action
Write
- Info
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
New Lead Activity
Trigger when a new activity on a lead is added.
Trigger
Instant
Try It
New Qualified Lead
Trigger when a lead has been qualified.
Trigger
Instant
Try It
End Conversation (Qualify)
End conversation and qualify a lead.
Action
Write
Stop Conversation (Unqualify)
Stop conversation and unqualify a lead.
Action
Write
- Search By
- Search Value
Action
Search

About Verse

Verse is a lead conversion platform that helps businesses quickly qualify leads through 2-way text conversations driven by powerful AI.

Learn more

Related categories

Sales & CRM

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Learn more Help

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Verse + Microsoft Dynamics 365 CRM

Stop conversations for new contacts in Verse from Microsoft Dynamics 365 CRM

New Account

Contact Updated

New Case/Incident

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Lead

Info

Update Campaign Response

Update Case/Incident

Info

State

API Request (Beta)

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Campaign Response

Find Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

New Lead Created

New Unqualified Lead

Create Lead

First 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

Update Lead

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