Log all Verse activity in Pipedrive 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 "Activities" in Pipedrive, so it can easily be referenced within your Pipedrive 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 Activity" Pipedrive Action Event
Next, add a Pipedrive step and select the "Create Activity" action event and click Continue.
Afterwards, select your account and continue. Then you should mapping the following fields under Customize Activity:
- Subject: select the "Verse Type" from Verse custom fields. This will include subject lines like "Outbound SMS" and "Outbound Call Attempt".
- Person: select the "External Lead ID" from Verse custom fields. This will associate the task to your lead in Pipedrive.
- Is Done?: it's best practice to set this to "Yes".
- Note: select the "Verse Note" from Verse custom fields. This will include the sms content and more.
Other Optional fields you may want to update dependent on your Pipedrive org needs are:
- Assigned To
The final result should look like this below.