You will need:

Note: this integration does require some familiarity with Zapier. If you're unfamiliar with Zapier, we highly recommend checking out our Zapier article here to learn more.

Once you have created a new Zap using the HubSpot App, you'll need to connect your Zapier Account to HubSpot.

If you're already logged into HubSpot on your browser, then you may not see this page.

Next you'll see the account selection screen that will confirm which HubSpot account you'd like to connect to. Select the account you'd like to link and then click on Choose Account.

Finally, you'll be shown the permissions requested by Zapier. If you agree click on the Connect app button to continue.

That was easy! You should now see that Zapier is showing your HubSpot ID in the HubSpot Account dropdown.

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Sending new leads from HubSpot to Verse automatically is quick and easy. There are primarily two ways to get leads over from HubSpot automatically:

The most common event that is used is New Contact. The steps below describe this use case.

Once you've created a new Zap using the HubSpot App, the first step in this process is to select the New Contact Event and click Continue.

Next you'll need to select your HubSpot account. If you haven't already connected your HubSpot account, please see the previous section: How to get started with HubSpot on Zapier. After you've selected your HubSpot account, click Continue.

The next section, Set up trigger, will allow you to specificy any additional Contact properties to pull from HubSpot. Under Properties to retrieve you will see the default properties that will be fetched when a new Contact is found. Once you're happy with the properties that will be retrieved, click Continue.

Now you need to test the trigger, which will allow you to pull in a previous Contact that can be used to set up the rest of the Zap. Click on Test trigger to continue.

You should see a message that says "We found a contact" along with sample data. Otherwise, please create a Contact in HubSpot. Click Continue and then you're done setting up the Trigger!

If you don't want to send every new lead created in HubSpot over to Verse, make sure to add a Zapier Filter step, which will allow you to filter by any field in HubSpot.

For more information about Zapier Filters check out this guide from Zapier: How to get started with Filters.

Stary by adding a new Action step with the Verse App. Select Create Lead from the Event dropdown, then click on Continue.

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.

Once you're signed in, click Continue.

Next, you will map over all the standard fields into Verse. The most important fields are usually:

Storing the External Lead Id is critical for smoothly updating the lead in HubSpot after Verse either Qualifies or Unqualifies a lead.

Lastly, you'll be asked to test the Action. 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. For more information please check our guide here: How to end a conversation.

Once you skip the test, click on the Publish Zap button and we're done!

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You can automatically update your leads in HubSpot with Verse qualification summary, sync custom qualification data that Verse collects over to corresponding fields in HubSpot, and update your Lead Status in HubSpot so that your sales team can take it from there.

Once you've created a new Zap using the Verse App, the first step is to select the New Qualified Lead Event and click Continue.

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.

After you choose your Verse account you'll be asked to test your trigger. Don't worry if you don't have any qualified leads in Verse yet. You'll be provided a sample lead that can be used to set up the rest of the Zap. Click Test trigger.

Add a HubSpot Action and select the Update Contact Event.

Next, choose your HubSpot account and move on the the Set up action section. Here we need to map the External Lead Id from our Verse sample to the Object ID field.

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.

Now we need to map the Contact fields we want to update in HubSpot. For HubSpot, the most important field will be Lead Status. However, by default HubSpot does not have a Qualified option for the Lead Status property. If you don't want to use a default field you will need to manually add any new options. For more information please check out this guide from HubSpot: Create and edit properties.

Now we need to store the Verse Summary with the contact. The current best practice is to create a new Note that is associated with the Contact. Add a new HubSpot Action and select the Create Engagement Event.

After you choose your account, you'll need to set up the action.

Skip the test, click on Publish Zap and you're done!

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You can automatically update your leads in HubSpot when Verse unqualifies a lead, so can store the reasons unqualified and store the data to report on later.

Once you've created a new Zap using the Verse App, the first step is to select the New Unqualified Lead Event and click Continue.

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.

After you choose your Verse account you'll be asked to test your trigger. Don't worry if you don't have any unqualified leads in Verse yet. You'll be provided a sample lead that can be used to set up the rest of the Zap. Click Test trigger.

Add a HubSpot Action and select the Update Contact Event.

Next, choose your HubSpot account and move on to the Set up action section. Here we need to map the External Lead Id from our Verse sample to the Object ID field.

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 of the process.

Now we need to map the Contact fields we want to update in HubSpot. For HubSpot, the most important fields will be Lead Status and Reason Unqualified.

However, by default HubSpot does not have a Reason Unqualified property. I highly recommend that you add a new field to store the Reason Unqualified. For more information please check out this guide from HubSpot: Create and edit properties.

Now we need to store the Verse Summary with the Contact. The current best practice is to create a new Note that is associated with the Contact. Add a new HubSpot Action and select the Create Engagement Event.

After you choose your account, you'll need to set up the action.

Skip the test, click on Publish Zap and you're done!

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You can log each conversation in real time as it's happening as "Engagements" in HubSpot, so it can easily be referenced within your HubSpot Engagement 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.

Once you've created a new Zap using the Verse App, the first step is to select the New Lead Activity Event and click Continue.

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.

Once you choose your account, test the trigger to pull in sample data and move on to the next step.

Next, add a HubSpot step and select the Create Engagement Event.

Next, choose your account and continue to the Set up action section. There are a few different Engagement Types that we can select here, but since our engagement could be Email, Phone, or SMS we'll use the Task type to represent all 3.

Skip the test, click on Publish Zap and you're done!

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Ending a Verse conversation on a lead right from HubSpot automatically is quick and easy. The first step in the process is to setup a trigger from HubSpot that would determine when to End a Convo in Verse. There are many ways to go about this, but some common trigger points used are as follows

For this example, we'll use the New Contact Property Change Event to detect when a Contact's Lead Status is updated.

Create a new Zap using the HubSpot App, then select the New Contact Property Change Event.

Select your HubSpot account and then move on to the Set up trigger section. Here you will define the property to monitor for changes. Search for the Lead Status property and then select it. Next, click on Continue and test the trigger to pull in a recently changed lead. If nothing is found, please create a new Contact in HubSpot, update the Lead Status, and then try to test the trigger again.

Once you have a recently changed lead move on to the next step.

If you only want certain Contacts to be able to end a conversation (e.g. Only end the conversation if the lead is from a specific source), make sure to add a Zapier Filter step, which will allow you to filter by any field pulled in from HubSpot.

For more information about Zapier Filters check out this guide from Zapier: How to get started with Filters.

Next, add an End Conversation (Qualify) or Stop Conversation (Unqualify) Action to your zap. For example, if you're sending "Do Not Contact" triggers over, you'll probably want to select Stop Conversation (Unqualify). However, if you're triggering from a lead conversion event like "Qualified" status update in HubSpot, you'll want to use the End Conversation (Qualify). In both cases, Verse will end engagement with the lead.

Choose your account and move on to the set up action section. Now, all you need to do is map either the Phone or Email field from HubSpot, which is what we'll use to find a matching lead in Verse.

Skip the test like usual and click Publish Zap. That's all there is to it!

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