Verse + LionDesk
Create new LionDesk contacts from newly created Verse leads
Effortlessly keep your LionDesk contacts up to date with this automation. Every time a new lead is created in Verse, this workflow will add them as a contact in LionDesk, ensuring you always have the latest information at your fingertips. Say goodbye to manual data entry and focus on nurturing your leads!
Effortlessly keep your LionDesk contacts up to date with this automation. Every time a new lead is created in Verse, this workflow will add them as a contact in LionDesk, ensuring you always have the latest information at your fingertips. Say goodbye to manual data entry and focus on nurturing your leads!
- When this happens...New Conversation Created
Trigger when a conversation has been created.
- automatically do this!Create Contact
Creates a new contact in your LionDesk account based on email address. If a contact already exists with the submitted email address, their record will be updated. NOTE: This action will create a unique contact for every submission that does not have an email address. This will result in multiple contacts being created for the same info if it is submitted multiple times without an email address. Please use the "Find Contact" action in conjunction with "Create Contact" if you want to avoid this issue.
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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.
