Sending new leads from Zoho CRM to Verse automatically is quick and easy. There are primarily two ways to get leads over from Zoho automatically.
When a new lead is created in Zoho, and meets the criteria
When a lead is updated in Zoho 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.
Start the process by creating a new Zap.
Step 1) Add a "New Lead" Zoho CRM Trigger
The first step in this process is to select the "New Lead" Zoho CRM Trigger and click continue.
After selecting or authenticating your Zoho CRM account, pull in a recent sample to use, then click continue.
Step 2) Add a Zapier Filter Step (Optional)
If you don't want to send every new lead created in Zoho CRM over to Verse, make sure to add a Zapier Filter step, which will allow you to filter by any field in Zoho CRM. 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:
External Lead Id - please store your Zoho CRM Lead Id here
As noted above, storing your Zoho CRM 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.
The final result should look like this below.