Verse + Salesforce
Create Salesforce contacts from new qualified leads in Verse
Verse's team of highly trained concierges will instantly contact every lead and make up to 10 attempts within the first 5 days via phone, SMS, and email. Verse works 24/7/365 to ensure none of your leads slip through the cracks, and Salesforce is the place you're already storing your business contacts. The problem is that they aren't connected right now. This integration connects them to automatically add new Salesforce contacts anytime Verse qualified a new lead for you.
Verse's team of highly trained concierges will instantly contact every lead and make up to 10 attempts within the first 5 days via phone, SMS, and email. Verse works 24/7/365 to ensure none of your leads slip through the cracks, and Salesforce is the place you're already storing your business contacts. The problem is that they aren't connected right now. This integration connects them to automatically add new Salesforce contacts anytime Verse qualified a new lead for you.
- When this happens...New Qualified Conversation
Trigger when a conversation has been qualified.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object.
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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.
