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

  • When a new lead is created in salesforce, and meets the criteria
  • When a lead is updated in salesforce to meet the criteria

The most common method that is used is based on a new lead being created, which is what we'll walk you through here below.

Note: In order to sync this data over to from CRM in real-time, we recommend leveraging Zapier.  If you're unfamiliar with Zapier, we highly recommend checking out our article here to learn more.  

Start the process by creating a new Zap.

Step 1) Add a "New Record" Salesforce Trigger

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

After selecting or authenticating your Salesforce account, select the Lead object, and pull in a recent sample to use. 

Step 2) Add a Zapier Filter Step (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. Best practice is to filter by Lead Source. 

Step 3) Add a "Create Lead" Verse Action

Next, start by adding the "Create Lead" Verse Action to your zap.

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.

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

  • First Name
  • Last Name
  • Email
  • Phone Number
  • Lead Type
  • Lead Address
  • Lead Source
  • External Lead Id - please store your Salesforce Lead Id here 

As noted above, storing your salesforce record id into the Verse "External Lead Id" field is extremely important, as that is needed for sync data back later on. 

Lastly, you'll be asked Send a Test Lead to Verse. 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- see article here for more info. 

Finished! 

The final result should look like this below.

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