Verse + Salesforce
Update Salesforce contacts when new leads are created in Verse
When a new lead is created in Verse, it can be a chore to manually update the contact details in Salesforce. With this workflow, all new Verse leads will be effortlessly updated in Salesforce, ensuring your contact database always stays up-to-date. This is a seamless process that saves precious time and boosts efficiency in managing your potential clients' information.
When a new lead is created in Verse, it can be a chore to manually update the contact details in Salesforce. With this workflow, all new Verse leads will be effortlessly updated in Salesforce, ensuring your contact database always stays up-to-date. This is a seamless process that saves precious time and boosts efficiency in managing your potential clients' information.
- When this happens...New Conversation Created
Trigger when a conversation has been created.
- automatically do this!Update Contact
Updates an existing contact in Salesforce.
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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.
