Verse + Salesforce

End conversations in Verse when fields on Salesforce records are updated

Save time and enhance your lead qualification process with this smart workflow integration between Salesforce and Verse. When a record is updated in Salesforce, it prompts Verse to end the conversation and qualify the respective lead, ensuring a smooth transition and effective sales process. This efficient automation keeps your business agile, responsive, and always ready for the next sales opportunity.

When this happens...
Updated Field on RecordTriggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
TriggerPolling
automatically do this!
End Conversation (Qualify)End and qualify a conversation.
ActionWrite

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More things you can do with Salesforce and Verse

Discover other triggers and actions you can use with Salesforce and Verse

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
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- History Object
  Required
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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- Salesforce Objects
  Required
Trigger
Polling
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- Salesforce Object
  Required
Trigger
Polling
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- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write

- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
New Conversation Activity
Trigger when a new activity on a conversation is added.
Trigger
Instant
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New Qualified Conversation
Trigger when a conversation has been qualified.
Trigger
Instant
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New Unqualified Conversation
Trigger when a conversation has been unqualified.
Trigger
Instant
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- First 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
Action
Write
Stop Conversation (Unqualify)
Stop and unqualify a conversation.
Action
Write
- Search By
- Search Value
Action
Search

New Contact
Triggers when a new Contact is created.
Trigger
Polling
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- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
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New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
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- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write
New Conversation Created
Trigger when a conversation has been created.
Trigger
Instant
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Conversation Taken Over
Trigger when a conversation has been taken over.
Trigger
Instant
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End Conversation (Qualify)
End and qualify a conversation.
Action
Write
- Search By
  Required
- Search Value
  Required
Action
Write
- Conversation Converted
- Conversion Amount
- First Name
- Last Name
- Email
- Street Address
- City
- State
- Postal Code
- External Id
- Type
- Additional Notes
- Source
- Owner First Name
- Owner Last Name
- Owner Email
- Owner Phone Number
- Owner Calendar Integration Link
- Owner Call Center Routing Number
- Owner Team Name
- Custom Fields
Action
Write

About Verse

Verse is a lead conversion platform that helps businesses quickly qualify leads through 2-way text conversations driven by powerful AI.

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Related categories

Sales & CRM

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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CRM (Customer Relationship Management)

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End conversations in Verse when fields on Salesforce records are updated

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