Verse + Salesforce
Update Salesforce contacts with new qualified leads from Verse
Effortlessly keep your Salesforce contacts up-to-date with this seamless workflow between Verse and Salesforce. When a new qualified lead is identified in Verse, their information will be instantly updated in Salesforce, ensuring your contact list stays accurate and organized. Streamline your sales process and boost productivity with this powerful integration.
Effortlessly keep your Salesforce contacts up-to-date with this seamless workflow between Verse and Salesforce. When a new qualified lead is identified in Verse, their information will be instantly updated in Salesforce, ensuring your contact list stays accurate and organized. Streamline your sales process and boost productivity with this powerful integration.
- When this happens...New Qualified Conversation
Trigger when a conversation has been qualified.
- automatically do this!Update Contact
Updates an existing contact in Salesforce.
- Free forever for core features
- 14 day trial for premium features & apps
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.
