Verse + LeadConnector

Track new lead activity in Verse to add or update contacts in LeadConnector

Maximize the efficiency of your lead management process with this workflow connecting Verse and LeadConnector. When there's new lead activity in Verse, the information is instantly added and/or updated in LeadConnector. No more manual data entry, or missed opportunities, enhancing your speed and efficiency in managing potential prospects. This integration facilitates more effective and timely outreach to your potential clients.

When this happens...
New Conversation Activity
Trigger when a new activity on a conversation is added.
TriggerInstant
automatically do this!
Add/Update Contact
Adds or updates an existing contact.
ActionWrite

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Supported triggers and actions

New Conversation Activity
Trigger when a new activity on a conversation is added.
Trigger
Instant
Try It
New Qualified Conversation
Trigger when a conversation has been qualified.
Trigger
Instant
Try It
End Conversation (Qualify)
End and qualify a conversation.
Action
Write
- Search ByRequired
- Search ValueRequired
Action
Write
- Conversation Converted
- Conversion Amount
- First Name
- Last Name
- Email
- Street Address
- City
- State
- Postal Code
- External Id
- Type
- Additional Notes
- Source
- Owner First Name
- Owner Last Name
- Owner Email
- Owner Phone Number
- Owner Calendar Integration Link
- Owner Call Center Routing Number
- Owner Team Name
- Custom Fields
Action
Write

- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write

- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

New Conversation Created
Trigger when a conversation has been created.
Trigger
Instant
Try It
New Unqualified Conversation
Trigger when a conversation has been unqualified.
Trigger
Instant
Try It
- First 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
Action
Write
Stop Conversation (Unqualify)
Stop and unqualify a conversation.
Action
Write
- Search By
- Search Value
Action
Search
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow IDRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write