Verse + Zoho CRM
Create new entries in Zoho CRM when new qualified leads are detected in Verse
When a new qualified lead surfaces in Verse, have this information immediately reflected in your Zoho CRM as a new module entry. This automation simplifies your lead management, ensuring your CRM stays up-to-date with the latest prospects. You can focus on building relationships, while this workflow handles the data entry tasks.
When a new qualified lead surfaces in Verse, have this information immediately reflected in your Zoho CRM as a new module entry. This automation simplifies your lead management, ensuring your CRM stays up-to-date with the latest prospects. You can focus on building relationships, while this workflow handles the data entry tasks.
- When this happens...New Qualified Conversation
Trigger when a conversation has been qualified.
- automatically do this!Create Module Entry
Creates a new entry in a module
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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.
