Verse + VanillaSoft
Create and update VanillaSoft contacts with new Verse leads
Maintain consistent communication with potential clients by setting up this workflow between Verse and VanillaSoft. When a new lead is generated in Verse, their details will be immediately updated or added as a contact in VanillaSoft. This seamless connection ensures your contact list remains up-to-date, eliminating manual data entry and allowing you to focus on nurturing those leads.
Maintain consistent communication with potential clients by setting up this workflow between Verse and VanillaSoft. When a new lead is generated in Verse, their details will be immediately updated or added as a contact in VanillaSoft. This seamless connection ensures your contact list remains up-to-date, eliminating manual data entry and allowing you to focus on nurturing those leads.
- When this happens...New Conversation Created
Trigger when a conversation has been created.
- automatically do this!Add/Update Contact
Add or Update a Contact.
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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.
