You can automatically update your leads in Zoho CRM when Verse unqualifies a lead, so can store the reasons unqualified and store the data to report on later.
Start the process by creating a new Zap.
Step 1) Add a "New Unqualified Lead" Verse Trigger
The first step in this process is to select the "New Unqualified Lead" 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 an "Update Module Entry" Zoho CRM Action
Next, add a Zoho CRM step and select the "Update Module Entry" action event and click Continue.
Afterwards, select the Lead module. Then, and most importantly, map the "External Lead ID" field from Verse into the "Entry ID" field in your Zap. When you click into the "Entry ID" entry, make sure to click over to the "Custom" tab to find the "External Lead ID" field.
It should then look like the screenshot below.
**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.
Step 3) Map over your Verse Summary and Lead Status
The final step is to map over any custom data fields over to your record, but the two fields you'll want to focus on are Lead Status and "Verse Summary".
- Status - Best practice is to update this field to whatever is standard used in your Zoho CRM for archiving and organizing unconverted leads.
- Verse Summary- The Verse Summary contains the full summary of Verse's conversation with your lead, including your custom unqualification data, along with any additional custom notes left by the Verse rep that unqualified your lead. This data can be mapped to a corresponding custom field in Zoho CRM like "Verse Summary Notes" for example, and can also be mapped to a standard Zoho CRM field like "Description" as seen in screenshot below.
- Reason Unqualified - This will also be included in the Verse Summary above, but some customers like to store this to a separate custom field which can be leveraged by marketing teams to better email nurture leads long term. The reasons unqualified vary but include the following values: "Not interested", "Inaccurate contact info", "Criteria not met", "Unresponsive", "Stop Contact", and "Spam".
The final result should look like this below.