Verse + Salesforce
Update Salesforce leads with new Verse qualified lead information
This Zap ensures your CRM data remains up-to-date by automatically updating Salesforce lead records with critical information gathered from qualified leads in Verse. Easily capture conversation summaries, status updates, and other valuable insights.
This Zap ensures your CRM data remains up-to-date by automatically updating Salesforce lead records with critical information gathered from qualified leads in Verse. Easily capture conversation summaries, status updates, and other valuable insights.
- 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.
