Verse + Salesforce
End conversations in Verse when fields on Salesforce records are updated
Save time and enhance your lead qualification process with this smart workflow integration between Salesforce and Verse. When a record is updated in Salesforce, it prompts Verse to end the conversation and qualify the respective lead, ensuring a smooth transition and effective sales process. This efficient automation keeps your business agile, responsive, and always ready for the next sales opportunity.
Save time and enhance your lead qualification process with this smart workflow integration between Salesforce and Verse. When a record is updated in Salesforce, it prompts Verse to end the conversation and qualify the respective lead, ensuring a smooth transition and effective sales process. This efficient automation keeps your business agile, responsive, and always ready for the next sales opportunity.
- When this happens...Updated Field on Record
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.).
- automatically do this!End Conversation (Qualify)
End conversation and qualify a lead.
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