End a verse conversation on a lead right from Zoho CRM automatically is quick and easy. The first step in the process is is to setup a trigger from Zoho CRM 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 Zoho CRM, and meets the criteria.
When a lead status is updated in Zoho CRM to meet the criteria
Start the process by creating a new Zap.
Step 1) Add a "Updated Module Entry" Zoho CRM Trigger
The first step in this process is to select the "Updated Module Entry" Zoho CRM Trigger and click continue.
After selecting or authenticating your Zoho CRM account, select the Leads module.
You can further customize this zap by adding a "Filter by Zapier" as seen in the example below. You can use these filters to further customize your Zoho CRM workflow to end conversations.
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 Zoho CRM, 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 Zoho CRM, which is what we'll use to find a matching lead in Verse.
The final result should look like this below.