Verse + Salesforce
Update Salesforce leads when new unqualified leads emerge in Verse
Stay on top of your lead management with this efficient workflow. Whenever a new unqualified lead is detected in Verse, it swiftly updates the lead in Salesforce. It's a simple, effective solution to ensure all new leads are promptly catered to in your CRM, optimizing your sales process and improving customer interactions. It saves time, reduces manual data entry, and ensures that no potential sales opportunities slip through the cracks.
Stay on top of your lead management with this efficient workflow. Whenever a new unqualified lead is detected in Verse, it swiftly updates the lead in Salesforce. It's a simple, effective solution to ensure all new leads are promptly catered to in your CRM, optimizing your sales process and improving customer interactions. It saves time, reduces manual data entry, and ensures that no potential sales opportunities slip through the cracks.
- When this happens...New Unqualified Lead
Trigger when a lead has been unqualified.
- 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
