Verse + Salesforce
Update Salesforce records every time new leads are created in Verse
Make sure you're always nurturing fresh opportunities with this seamless workflow between Verse and Salesforce. When a new lead is created in Verse, this automation will promptly update a record in Salesforce. This streamlined process ensures all your sales information stays up-to-date and on track, saving you time and reducing the chance of errors.
Make sure you're always nurturing fresh opportunities with this seamless workflow between Verse and Salesforce. When a new lead is created in Verse, this automation will promptly update a record in Salesforce. This streamlined process ensures all your sales information stays up-to-date and on track, saving you time and reducing the chance of errors.
- When this happens...New Conversation Created
Trigger when a conversation has been created.
- 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.
