Verse + Salesforce
Add new Verse conversation activities to Salesforce
This Zap enhances your Salesforce data with a comprehensive record of all customer interactions within Verse. By automatically adding the full transcript of each new text conversation to Salesforce Activity History, you gain a deeper understanding of each customer's needs and interaction history.
This Zap enhances your Salesforce data with a comprehensive record of all customer interactions within Verse. By automatically adding the full transcript of each new text conversation to Salesforce Activity History, you gain a deeper understanding of each customer's needs and interaction history.
- When this happens...New Lead Activity
Trigger when a new activity on a lead is added.
- automatically do this!Create Record
Creates a new record of 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.
