Verse + Salesforce
Update Salesforce records for new unqualified leads from Verse
Easily manage your leads from Verse within Salesforce by using this automation workflow. When a new unqualified lead is detected in Verse, the lead's record will be seamlessly updated in Salesforce. Improve your sales process by ensuring that your leads are always up-to-date and organized.
Easily manage your leads from Verse within Salesforce by using this automation workflow. When a new unqualified lead is detected in Verse, the lead's record will be seamlessly updated in Salesforce. Improve your sales process by ensuring that your leads are always up-to-date and organized.
- When this happens...New Unqualified Lead
Trigger when a lead has been unqualified.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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New Lead Activity
Trigger when a new activity on a lead is added.
Try ItNew Qualified Lead
Trigger when a lead has been qualified.
Try ItEnd Conversation (Qualify)
End conversation and qualify a lead.
Search ByRequired
Search ValueRequired
New Lead Created
Trigger when a lead has been created.
Try ItNew Unqualified Lead
Trigger when a lead has been unqualified.
Try ItFirst Name
Last Name
Email
Phone Number
Lead Type
Street Address
City
State
Postal Code
Additional Notes
Lead Source
External Lead Id
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 conversation and unqualify a lead.
