End a verse conversation on a lead right from Salesforce automatically is quick and easy. The first step in the process is is to setup a trigger from Salesforce 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

  • When a new opportunity is created in salesforce, and meets the criteria.

  • When a lead status is updated in salesforce to meet the criteria

Note: In order to sync this data over to from CRM in real-time, we recommend leveraging Zapier. If you're unfamiliar with Zapier, we highly recommend checking out our article here to learn more.

Start the process by creating a new Zap.

Step 1) Add a "Updated Field on Record" Salesforce Trigger

The first step in this process is to select the "Updated Field on Record" Salesforce Trigger and click continue.

After selecting or authenticating your Salesforce account, select the Lead object, then select the field (in the example "Status"). And lastly, type in the value of the field that should be updated to, in order to meet this trigger criteria (in this example "Qualified").

Step 2) Add a "End Conversation (Qualify)" or "Stop Conversation (Unqualify)" Verse Action

Next, start by adding an "End Conversation (Qualify)" or "Stop Conversation (Unqualify)" Verse Action to your zap. For example, if you're sending over "Do Not Contact" triggers over, you'll probably want to select "Stop Conversation" as the action which Unqualifies the lead in Verse. However if you're triggering from a lead conversion event like "Qualified" status update in Salesforce, you'll want to use the "End Conversation" action which Qualifies the lead in Verse. In both cases, Verse will End Engagement with the lead.

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, all you need to do is merge in either the phone or email field from Salesforce, which is what we'll use to find a matching lead in Verse.

Finished!

The final result should look like this below.


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