Sending new leads from Contactually to Verse automatically is quick and easy. There are primarily two ways to get leads over from Contactually automatically.
When a new lead is created in Contactually, and meets the criteria
When a lead is updated in Contactually to meet the criteria
The most common method that is used is based on a new lead being created, which is what we'll walk you through here below.
Note: In order to sync this data over to from Contactually in real-time, we recommend leveraging Zapier. If you're unfamiliar with Contactually, we highly recommend checking out our article here to learn more.
Start the process by creating a new Zap.
Step 1) Add a "New Contact" Contactually Trigger
The first step in this process is to select the "New Contact" Contactually Trigger and click continue.
After selecting or authenticating your Contactually account, select "Test Trigger" and pull in a recent sample to use.
Step 2) Add a Zapier Filter Step (Optional)
If you don't want to send every new lead created in Contactually over to Verse, make sure to add a Zapier Filter step, which will allow you to filter by any field in zBuyer. Best practice is to filter by Lead Source.
Step 3) Add a "Create Lead" Verse Action
Next, start by adding the "Create Lead" Verse Action to your zap.
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, you will map over all the standard fields into Verse. The fields Verse accepts are:
External Lead Id - please store your Contactually Lead Id here
As noted above, storing your Contactually record id into the Verse "External Lead Id" field is extremely important, as that is needed for sync data back later on.
Lastly, you'll be asked Send a Test Lead to Verse. 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- see article here for more info.
The final result should look like this below.