Verse + Salesforce
Update Salesforce leads when new qualified leads surface in Verse
Streamline your sales process with this integration. When you gain a new qualified lead in Verse, their details will be updated promptly in Salesforce. This efficient workflow means you can spend less time on manual data entry and more time on what matters most – cultivating your customer relationships and driving sales. No need for constant monitoring, as your sales records stay up-to-date, keeping your sales team informed and ready to engage.
Streamline your sales process with this integration. When you gain a new qualified lead in Verse, their details will be updated promptly in Salesforce. This efficient workflow means you can spend less time on manual data entry and more time on what matters most – cultivating your customer relationships and driving sales. No need for constant monitoring, as your sales records stay up-to-date, keeping your sales team informed and ready to engage.
- When this happens...New Qualified Lead
Trigger when a lead has been qualified.
- automatically do this!Update Lead
Updates an existing lead in Salesforce.
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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
