Verse + Salesforce
Update Salesforce leads when new unqualified leads emerge in Verse
Stay on top of your lead management with this efficient workflow. Whenever a new unqualified lead is detected in Verse, it swiftly updates the lead in Salesforce. It's a simple, effective solution to ensure all new leads are promptly catered to in your CRM, optimizing your sales process and improving customer interactions. It saves time, reduces manual data entry, and ensures that no potential sales opportunities slip through the cracks.
Stay on top of your lead management with this efficient workflow. Whenever a new unqualified lead is detected in Verse, it swiftly updates the lead in Salesforce. It's a simple, effective solution to ensure all new leads are promptly catered to in your CRM, optimizing your sales process and improving customer interactions. It saves time, reduces manual data entry, and ensures that no potential sales opportunities slip through the cracks.
- When this happens...New Unqualified Conversation
Trigger when a conversation has been unqualified.
- 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.
