Verse + Salesforce
Update Salesforce leads when new qualified leads surface in Verse
Streamline your sales process with this integration. When you gain a new qualified lead in Verse, their details will be updated promptly in Salesforce. This efficient workflow means you can spend less time on manual data entry and more time on what matters most – cultivating your customer relationships and driving sales. No need for constant monitoring, as your sales records stay up-to-date, keeping your sales team informed and ready to engage.
Streamline your sales process with this integration. When you gain a new qualified lead in Verse, their details will be updated promptly in Salesforce. This efficient workflow means you can spend less time on manual data entry and more time on what matters most – cultivating your customer relationships and driving sales. No need for constant monitoring, as your sales records stay up-to-date, keeping your sales team informed and ready to engage.
- When this happens...New Qualified Conversation
Trigger when a conversation has been qualified.
- automatically do this!Update Lead
Updates an existing lead 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.
