Create or update Ontraport contacts when new leads are created in Verse
When a new lead is created in Verse, ensure you never miss an opportunity to connect by having their contact details instantly updated or added in Ontraport. This workflow makes lead management seamless and efficient, giving you more time to focus on engaging and building relationships with your potential customers. Eliminate manual data entry and make sure your Ontraport contact list is always up-to-date with this simple automation.
When a new lead is created in Verse, ensure you never miss an opportunity to connect by having their contact details instantly updated or added in Ontraport. This workflow makes lead management seamless and efficient, giving you more time to focus on engaging and building relationships with your potential customers. Eliminate manual data entry and make sure your Ontraport contact list is always up-to-date with this simple automation.
- When this happens...New Conversation Created
Trigger when a conversation has been created.
- automatically do this!Create or Update Contact
Creates or updates a contact in Ontraport.
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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.