You can automatically update your leads in Zendesk Sell 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 a "Update Lead" Zendesk Sell Action
Next, add a Zendesk Sell step and select the "Update Lead" action type and click Continue.
Afterwards, choose your account and customize you lead to map all your fields. Then, and most importantly, map the "External Lead ID" field from Verse into the "Lead" entry in your Zap. When you click into the "Lead" 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 data
The final step is to map over any custom data fields over to your record, but the three fields you'll want to focus on are Status, "Verse Summary", and "Reason Unqualified".
- Status - Best practice is to update this field to whatever is standard used in your Zendesk Sell application 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 qualification 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 Zendesk Sell like "Verse Summary Notes" for example, and can also be mapped to a standard Zendesk Sell field like "Description".
- 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.