Update multiple columns in monday.com for new unqualified leads in Verse
Easily manage unqualified leads from Verse with this seamless workflow. When a new unqualified lead is added in Verse, their information will be updated across multiple columns in your monday.com board. Stay organized, save time, and ensure your team can quickly focus on the leads that matter most, all through this efficient automation.
Easily manage unqualified leads from Verse with this seamless workflow. When a new unqualified lead is added in Verse, their information will be updated across multiple columns in your monday.com board. Stay organized, save time, and ensure your team can quickly focus on the leads that matter most, all through this efficient automation.
- When this happens...New Unqualified Conversation
Trigger when a conversation has been unqualified.
- automatically do this!Update Item
Change multiple column values of an item
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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.