Update Salesforce contacts with new qualified leads from Verse
Effortlessly keep your Salesforce contacts up-to-date with this seamless workflow between Verse and Salesforce. When a new qualified lead is identified in Verse, their information will be instantly updated in Salesforce, ensuring your contact list stays accurate and organized. Streamline your sales process and boost productivity with this powerful integration.
Effortlessly keep your Salesforce contacts up-to-date with this seamless workflow between Verse and Salesforce. When a new qualified lead is identified in Verse, their information will be instantly updated in Salesforce, ensuring your contact list stays accurate and organized. Streamline your sales process and boost productivity with this powerful integration.
- When this happens...New Qualified Lead
Trigger when a lead has been qualified.
- automatically do this!Update Contact
Updates an existing contact in Salesforce.
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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.