End a verse conversation on a lead right from HubSpot automatically is quick and easy. The first step in the process is 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
When a new opportunity is created in HubSpot, and meets the criteria.
When a lead status is updated in HubSpot to meet the criteria
Start the process by creating a new Zap.
Step 1) Add a "Contact Recently Created or Updated" HubSpot Trigger
The first step in this process is to select the "Contact Recently Created or Updated" HubSpot Trigger and click continue.
After selecting or authenticating your HubSpot account, go to customize contact and then select the properties you'd like to retrieve. In this example, we used lead status and mobile phone number.
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 HubSpot 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 HubSpot, 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 HubSpot, which is what we'll use to find a matching lead in Verse.
The final result should look like this below.