Log all Verse activity in Salesforce automatically, making it easier for your sales team to reference and keep track of activity with each lead.
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.
Start the process by creating a new Zap.
Step 1) Add a "New Lead Activity" Verse Trigger
The first step in this process is to select the "New Lead Activity" Verse Trigger.
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.
Step 2) Add a "Create Record" Salesforce Action
Next, add a Salesforce step and select the "Create Record" action type and click Continue.
Afterwards, select the Task object, and then you should must map the following
- Name: select the "External Lead ID" from Verse custom fields. This will associate the task to your lead in Salesforce.
- Subject: select the "Verse Type" from Verse custom fields. This will include subject lines like "Outbound SMS" and "Outbound Call Attempt".
- Description: select the "Verse Note" from Verse custom fields. This will include the sms content and more.
- Status: it's best practice to set this to "Completed".
Other Optional fields you may want to update dependent on your Salesforce org needs are:
- Task Record Type
- Assigned To
The final result should look like this below.