Verse + Salesforce
Update Salesforce records for new unqualified leads from Verse
Easily manage your leads from Verse within Salesforce by using this automation workflow. When a new unqualified lead is detected in Verse, the lead's record will be seamlessly updated in Salesforce. Improve your sales process by ensuring that your leads are always up-to-date and organized.
Easily manage your leads from Verse within Salesforce by using this automation workflow. When a new unqualified lead is detected in Verse, the lead's record will be seamlessly updated in Salesforce. Improve your sales process by ensuring that your leads are always up-to-date and organized.
- When this happens...New Unqualified Conversation
Trigger when a conversation has been unqualified.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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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.
