Create new entries in Zoho CRM when new qualified leads are detected in Verse
When a new qualified lead surfaces in Verse, have this information immediately reflected in your Zoho CRM as a new module entry. This automation simplifies your lead management, ensuring your CRM stays up-to-date with the latest prospects. You can focus on building relationships, while this workflow handles the data entry tasks.
When a new qualified lead surfaces in Verse, have this information immediately reflected in your Zoho CRM as a new module entry. This automation simplifies your lead management, ensuring your CRM stays up-to-date with the latest prospects. You can focus on building relationships, while this workflow handles the data entry tasks.
- When this happens...New Qualified Lead
Trigger when a lead has been qualified.
- automatically do this!Create Module Entry
Creates a new entry in a module
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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