Integrating with LionDesk is a snap! Their Zapier app has a lot of functionality.
You will need:
A Zapier account
Verse API Key
Your LionDesk credentials
Available Integration Functions:
Update Lead Status and Qualification Summary in LionDesk CRM when Verse qualifies a lead.
Log the Reason Unqualified Info when Verse unqualifies a lead.
Automatically log SMS conversations, notes, call attempts, and emails in Liondesk CRM so you have a complete interaction history with each lead/contact.
Note: this integration does require some familiarity with Zapier. If you're unfamiliar with Zapier, we highly recommend checking out our Zapier article here to learn more.
Connect your LionDesk Account in Zapier to Get Started
When you start creating a Liondesk CRM Zap, you will be asked to connect your Liondesk CRM account. On the choose account step, select "Connect a new account"
Send Leads from LionDesk to Verse
Log into your Zapier account and select Create Zap
Select the Zapier App Liondesk and the Trigger New Contact
Connect your account and test the trigger to retrieve sample data.
(Optional) If you would like to filter out any sources, users, etc. use the sample data to build the filter accordingly (i.e. Only continue if Source does not contain Manual)
Test and Continue
Select the Zapier App Verse, and the Action Event Create New Lead
Connect your account using your Verse API key (this can be found in your Verse.io Dashboard under Settings > Connections)
Map the fields - IMPORTANT: Be sure to map the Liondesk Contact ID in Verse.io's field "External Lead ID" - this is how we will track what lead to update.
9. Test and Continue
10. Publish your zap when you are ready to turn the integration on!
Update Lead Status and Qualification Summary in LionDesk CRM when Verse qualifies a lead
Log into your Zapier account and select Create Zap
Select the Zapier App Verse, and the Trigger Qualified Lead and test the trigger
After clicking Continue, select the Zapier app LionDesk and the event Add Comment
Select your connected account
Map the External Lead ID and the Verse Summary:
This will log our final summary onto the correct lead in LionDesk.
Log the Reason Unqualified Info when Verse
Log into your Zapier account and select Create Zap
Select the Zapier App Verse, and the Trigger Qualified Lead and test the trigger
After clicking Continue, select the Zapier app LionDesk and the event Add Comment
Select your connected account
Map the External Lead ID and the Verse Summary:
Automatically log SMS conversations, notes, call attempts, and emails in Liondesk
LionDesk has the ability for us to add “email activity” - or our communication as note - in their CRM. To begin this setup, please log into your Zapier account and press the orange “Make a Zap” button. Below are instructions on how to set up this specific zap.
Step 1 - Trigger from Verse.io
1. Start by searching for and selecting Verse.io’s Zapier app for the Trigger (as shown above). Next, choose the “New Lead Activity" trigger and press the blue “Continue” button (as shown below).
2. Now you can connect your Verse.io account to Zapier. Press the “Connect an Account.”
3. The screen below will pop up asking for your Verse.io API key. To access this information, please log into your Verse.io dashboard. Your specific API key can be found under “Settings,” then “Connections” on the bottom left hand side of the page. Once you have copied the API key in your Verse.io dashboard, please paste it into this field as shown and press “Yes, Continue.”
4. Now you should see your Verse.io account like in the image above. If you press the “Test & Review” button by the second arrow you can confirm that this connection is working. When you are ready, please click “Done Editing.”
6. Congratulations! You’ve now completed the first step of your zap. Next, we’ll finish building our zap by adding an Action step. Click on the next section below to choose an Action app.
Step 2 - Action for LionDesk
1. Add LionDesk as the app and select “Add Email Activity" as the action. Then press the blue “Continue” button.
2. Connect to your Liondesk account to ensure our activity goes to your CRM.
3. Retrieve your API key from your LionDesk account >> Liondesk settings >> 3rd party integrations >> enable Zapier connect to view API key. Paste in your API key and press “Yes, Continue.” Then test the connection and click the blue “Continue” button.
4. Next, you can edit the email activity template so our communication appears correctly in LionDesk. The first important field to map is the “From Email Address.” This is what Liondesk will use to find the right lead to associate the note with in Liondesk. Select “Lead Email” as the dropdown option for this field.
5. Use the “Body Content” field to send our activity back to LionDesk. Select “Verse.io Note” from the dropdown to add all our communication to your CRM. Optional: After insert “Verse.io Note".
6. When you have set up the template correctly, please scroll down to the bottom of the page and press the blue “Continue” button. Next, Zapier will ask to test the zap. Please search your LionDesk account for the test email address given by Zapier. If the zap is working, there should be test activity on this contact. Below is an example of how our communication will appear in your LionDesk account.
7. When you have successfully tested your zap, please make sure to turn the toggle on and name your new creation! The zap must be turned on in order to work for live leads.