End a verse conversation on a lead right from Zendesk Sell automatically is quick and easy. The first step in the process is is to setup a trigger from Zendesk Sell 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 Zendesk Sell, and meets the criteria.

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

Note: In order to sync this data over to from Zendesk Sell 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 Lead" Zendesk Sell Trigger

The first step in this process is to select the "Update Lead" Zendesk Sell Trigger and click continue.

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 Zendesk 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 Zendesk Sell, 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 Zendesk Sell, 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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