What you will need:

Note: this integration does require some familiarity with Zapier.  If you're unfamiliar with Zapier, we highly recommend checking out our Zapier article here to learn more.

When creating a Zap with the Salesforce app, you will be asked to sign in to Salesforce to connect an account.

Next, you will be prompted to select the Salesforce Environment you want to connect to. Most users should choose the ‘production’ environment. For more infomation about Salesforce environments please check out this article.

Then, log in to your Salesforce account (unless you are already logged in, you will automatically be redirected to the next step).

Click Allow to grant Zapier the necessary permissions to access your Salesforce account.

If all steps were successful your Salesforce account will now be connected to Zapier. This connection can be reused for multiple Zaps.

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Sending new leads from Salesforce to Verse automatically is quick and easy. There are primarily two ways to get leads over from Salesforce automatically:

The most common Event that is used is New Lead. The steps below describe this use case.

Step 1 - Create a Trigger from the New Record Event

The first step in this process is to select the New Record Salesforce Trigger and click Continue.

After selecting or connecting your Salesforce account, select Lead from the Salesforce Object dropdown. Now move on to the Test trigger section.

Click Test trigger to pull in a recently created lead to use as a sample. If you don't have any Leads in Salesforce, you'll want to create one to use for set up and testing.

Once you have a sample Lead you can move on to the next step.

Step 2 - Add a Filter (Optional)

If you don't want to send every new lead created in Salesforce over to Verse, make sure to add a Zapier Filter step, which will allow you to filter by any field in Salesforce. A common practice is to filter by Lead Source.

For more information about Zapier Filters check out this guide from Zapier: How to get started with Filters.

Step 3 - Add a Create Lead Action

Stary by adding a new Action step with the Verse App. Select Create Lead from the Event dropdown, then click on Continue.

Note: You'll be asked to authenticate with your Verse account if you haven't already done so. If this is your first time authenticating Verse with Zapier, check out our Getting started with Verse on Zapier Guide.

Once you're signed in, click Continue.

Next, you will map over all the standard fields into Verse. The most important fields are usually:

Storing the External Lead Id is critical for smoothly updating the lead in Salesforce after Verse either Qualifies or Unqualifies a lead.

Lastly, you'll be asked to test the Action. This will actually create a real lead in Verse, and the Verse platform will begin engaging with that lead, so please be aware not to send a real past lead into the platform by mistake. You can click on Skip test to avoid. Otherwise, if you do end up sending in a test lead inadvertently, you can quickly end the convo from the Verse dashboard. For more information please check our guide here: How to end a conversation.

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You can automatically update your leads in Salesforce with Verse qualification summary, sync custom qualification data that Verse collects over to corresponding fields in Salesforce, and update your Lead Status in Salesforce so that your sales team can take it from there.

Step 1 - Create a Trigger from the New Qualified Lead Event

Once you've created a new Zap using the Verse App, the first step is to select the New Qualified Lead Event and click Continue.

Note: you'll be asked to authenticate with your Verse account if you haven't already done so. If this is your first time authenticating Verse with Zapier, check out our How to Get Started with Verse on Zapier Guide.
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After you choose your Verse account you'll be asked to test your trigger. Don't worry if you don't have any qualified leads in Verse yet. You'll be provided a sample lead that can be used to set up the rest of the Zap. Click Test trigger.

Step 2 - Add an Update Record Action

Add a Salesforce Action and select the Update Record action type and click Continue.

Next, choose your Salesforce account and move on the the Set up action section. Here you will select Lead from the Salesforce Object dropdown, and map the External Lead Id from our Verse sample to the Record to Update field.

Note: If for some reason your Verse leads don't have an External Lead ID stored with your setup, you'll need to add a Find Record step in your Zap as part the process.

Finally, map over any custom data fields over to your record, but the two fields you'll want to focus on are Status and Description.

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You can automatically update your leads in Salesforce when Verse unqualifies a lead to store the reasons unqualified and any other data to report on later.

Step 1 - Create a Trigger from the New Unqualified Lead Event

Once you've created a new Zap using the Verse App, the first step is to select the New Unqualified Lead Event and click Continue.

Note: you'll be asked to authenticate with your Verse account if you haven't already done so. If this is your first time authenticating Verse with Zapier, check out our How to Get Started with Verse on Zapier Guide.
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After you choose your Verse account you'll be asked to test your trigger. Don't worry if you don't have any unqualified leads in Verse yet. You'll be provided a sample lead that can be used to set up the rest of the Zap. Click Test trigger.

Step 2 - Add an Update Record Action

Add a Salesforce Action and select the Update Record action type and click Continue.

Next, choose your Salesforce account and move on the the Set up action section. Here you will select Lead from the Salesforce Object dropdown, and map the External Lead Id from our Verse sample to the Record to Update field.

Note: If for some reason your Verse leads don't have an External Lead ID stored with your setup, you'll need to add a Find Record step in your Zap as part the process.

Finally, map over any custom data fields over to your record, but the three fields you'll want to focus on are Status and Description.

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You can log each conversation in real time as it's happening as "Tasks" in Salesforce, so it can easily be referenced within your Salesforce Activity History for each lead. This includes 2-way SMS transcripts, notes left by Verse reps, Verse Call Attempt logs, and email attempts. Your sales team will be able to easily reference a complete interaction history with each lead.

Step 1 - Create a Trigger from the New Lead Activity Trigger

Once you've created a new Zap using the Verse App, the first step is to select the New Lead Activity Event and click Continue.

Note: you'll be asked to authenticate with your Verse account if you haven't already done so. If this is your first time authenticating Verse with Zapier, check out our How to Get Started with Verse on Zapier Guide.

Once you choose your account, test the trigger to pull in sample data and move on to the next step.

Step 2 - Add a Create Record Action

Next, add a Salesforce step and select the Create Record action type and click Continue.

Next, choose your Salesforce account and move on the the Set up action section. Afterwards, select Task from the Salesforce Object dropdown, and then you should map the following 4 fields:

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End a verse conversation on a lead right from Salesforce automatically is quick and easy. The first step in the process is is to setup a trigger from Salesforce that would determine when to End a Convo in Verse. There are many ways to go about this, but some common trigger points used are as follows

For this example, we'll use the Updated Field on Record Event to detect when a Lead's Status is updated.

Step 1 - Create a Trigger from the Updated Field on Record Event

Create a new Zap using the Salesforce App, then select the Updated Field on Record Event and click Continue.

Select your Salesforce account and then move on to the Set up trigger section. Here you will define the object and field to monitor for changes. Select Lead from the Salesforce Object dropdown. The rest of the options should now appear. Next, select Status from the Field dropdown. Finally, enter value that you would like to act as the trigger for ending a conversation. The most common triggers are "Qualified" or "Unqualified".

Move on to the next section and click Test trigger to pull in some sample data.

Step 2 - Add a Filter (Optional)

If you only want certain Contacts to be able to end a conversation (e.g. Only end the conversation if the lead is from a specific source), make sure to add a Zapier Filter step, which will allow you to filter by any field pulled in from HubSpot.

For more information about Zapier Filters check out this guide from Zapier: How to get started with Filters.

Step 3 - Add a Stop Conversation or End Conversation Action

Next, add an End Conversation (Qualify) or Stop Conversation (Unqualify) Verse Action. For example, if you're using "Do Not Contact" statuses to trigger this Zap, you'll probably want to select "Stop Conversation (Unqualify)" as the action which Unqualifies the lead in Verse. However if you're triggering from a lead conversion event like "Qualified" status update in Salesforce, you'll want to use the "End Conversation (Qualify)" action which Qualifies the lead in Verse. In both cases, Verse will end engagement with the lead.

Select your Verse account and then move on to the Set up trigger section. Now, all you need to do is merge in either the Verse Lead ID, the Phone, or the Email field from Salesforce, which is what we'll use to find a matching lead in Verse.

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