Verse + Salesforce
Create Salesforce contacts from new qualified leads in Verse
Verse's team of highly trained concierges will instantly contact every lead and make up to 10 attempts within the first 5 days via phone, SMS, and email. Verse works 24/7/365 to ensure none of your leads slip through the cracks, and Salesforce is the place you're already storing your business contacts. The problem is that they aren't connected right now. This integration connects them to automatically add new Salesforce contacts anytime Verse qualified a new lead for you.
Verse's team of highly trained concierges will instantly contact every lead and make up to 10 attempts within the first 5 days via phone, SMS, and email. Verse works 24/7/365 to ensure none of your leads slip through the cracks, and Salesforce is the place you're already storing your business contacts. The problem is that they aren't connected right now. This integration connects them to automatically add new Salesforce contacts anytime Verse qualified a new lead for you.
- When this happens...New Qualified Lead
Trigger when a lead has been qualified.
- 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.
