Verse + Shape
Create records in Shape for every new qualified lead in Verse
Streamline your lead management with this nifty workflow. When a new qualified lead comes through the Verse app, this automation instantly creates a record for that lead in your Shape app. This smooth process not only saves time but also ensures consistency in record-keeping, helping your business effectively keep track of potential clients and optimize engagement strategies.
Streamline your lead management with this nifty workflow. When a new qualified lead comes through the Verse app, this automation instantly creates a record for that lead in your Shape app. This smooth process not only saves time but also ensures consistency in record-keeping, helping your business effectively keep track of potential clients and optimize engagement strategies.
- When this happens...New Qualified Conversation
Trigger when a conversation has been qualified.
- automatically do this!Create Record
Create a new record within the CRM
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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.
