Verse + CINC
Add CINC notes for new Verse lead activities
When using a service like Verse, you can update communication notes in CINC seamlessly with this automation instead of having to copy and paste manually. Once Verse adds activity to a lead, if the email in Verse matches the lead in CINC, that information can be pushed over and displayed on their profile. That way, your systems with be up-to-date with no extra effort on your part.
When using a service like Verse, you can update communication notes in CINC seamlessly with this automation instead of having to copy and paste manually. Once Verse adds activity to a lead, if the email in Verse matches the lead in CINC, that information can be pushed over and displayed on their profile. That way, your systems with be up-to-date with no extra effort on your part.
- When this happens...New Conversation Activity
Trigger when a new activity on a conversation is added.
- automatically do this!Add Note
Adds a note to a lead in the CINC CRM.
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New Conversation Activity
Trigger when a new activity on a conversation is added.
Try ItNew Qualified Conversation
Trigger when a conversation has been qualified.
Try ItEnd Conversation (Qualify)
End and qualify a conversation.
Search ByRequired
Search ValueRequired
New Conversation Created
Trigger when a conversation has been created.
Try ItNew Unqualified Conversation
Trigger when a conversation has been unqualified.
Try ItFirst Name
Last Name
Email
Phone Number
Type
Street Address
City
State
Postal Code
Additional Notes
Source
External Id
Script
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
Stop Conversation (Unqualify)
Stop and unqualify a conversation.
