Verse + Surefire CRM
Create new Surefire CRM contacts from Verse leads
Effortlessly manage your leads and improve your sales process with this seamless workflow that connects Verse and Surefire CRM. When a new lead is created in Verse, this automation instantly creates a contact in Surefire CRM. Save time and reduce errors, while having all your essential sales information easily accessible in one place.
Effortlessly manage your leads and improve your sales process with this seamless workflow that connects Verse and Surefire CRM. When a new lead is created in Verse, this automation instantly creates a contact in Surefire CRM. Save time and reduce errors, while having all your essential sales information easily accessible in one place.
- When this happens...New Conversation Created
Trigger when a conversation has been created.
- automatically do this!Create Contact
Creates a new contact or updates an existing contact.
- 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.
