Verse + Salesforce
Update Salesforce leads with new Verse qualified lead information
This Zap ensures your CRM data remains up-to-date by automatically updating Salesforce lead records with critical information gathered from qualified leads in Verse. Easily capture conversation summaries, status updates, and other valuable insights.
This Zap ensures your CRM data remains up-to-date by automatically updating Salesforce lead records with critical information gathered from qualified leads in Verse. Easily capture conversation summaries, status updates, and other valuable insights.
- When this happens...New Qualified Lead
Trigger when a lead has been qualified.
- automatically do this!Update Lead
Updates an existing lead in Salesforce.
- Free forever for core features
- 14 day trial for premium features & apps
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.
