Verse + Salesforce Integrations

How to connect Verse + Salesforce

Zapier lets you send info between Verse and Salesforce automatically—no code required.

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Popular Verse + Salesforce workflows

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Create Salesforce contacts from new qualified leads in Verse
premium
Verse + Salesforce
More details
When this happens
Step 1: New Qualified Lead
Then do this
Step 2: Create Record
See Zap details Try it
Create Salesforce contacts from new qualified leads in Verse
premium
Create Salesforce contacts from new qualified leads in Verse
Verse + Salesforce
Create Verse leads from new Salesforce records
premium
Salesforce + Verse
More details
When this happens
Step 1: New Record
Then do this
Step 2: Create Lead
See Zap details Try it
Create Verse leads from new Salesforce records
premium
Create Verse leads from new Salesforce records
Salesforce + Verse

Supported triggers and actions

What does this mean?

New Lead Activity
Trigger when a new activity on a lead is added.
Trigger
Instant
New Lead Created
Trigger when a lead has been created.
Trigger
Instant
New Qualified Lead
Trigger when a lead has been qualified.
Trigger
Instant
New Unqualified Lead
Trigger when a lead has been unqualified.
Trigger
Instant
End Conversation (Qualify)
End Conversation and qualify a lead.
Action
Write

Create Lead
Creates a new lead.
Action
Write
Stop Conversation (Unqualify)
Stop Conversation with a lead and unqualify.
Action
Write

Find a Lead
Search for a lead by name, email, phone, leadId or externalLeadId.
Action
Search

Salesforce
Triggers when a new outbound message is received in Salesforce.
Instant
Trigger
Salesforce
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Scheduled
Trigger
Salesforce
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Trigger
Salesforce
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
Scheduled
Trigger
Salesforce
Adds an existing contact to an existing campaign.
Scheduled
Action
Salesforce
Adds an existing lead to an existing campaign.
Scheduled
Action
Salesforce
Creates a new attachment (max 25MB).
Scheduled
Action
Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose.
Scheduled
Action
Salesforce
Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).
Scheduled
Action
Salesforce
Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.
Scheduled
Action
Salesforce
Find a record. Optionally create a record if not found.
Scheduled
Action

How Verse + Salesforce Integrations Work

Step 1: Authenticate Verse and Salesforce.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.