You will need:

Available Zap Functions:

​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.

When you start creating a Zoho CRM Zap, you will be asked to connect your Zoho CRM account.
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In this dialog, you'll need to select your Zoho Account's Domain. You can find this by checking your browser's address bar while logged into your Zoho Account. Once your domain is selected, click "Yes, continue".

You’ll now be asked to log into your Zoho CRM account (unless you are already logged in).

Next, you'll need to authorize Zapier's access to your information by clicking "Accept"

If all steps were successful your Zoho CRM account will now be successfully connected.
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Sending new leads from Zoho CRM to Verse automatically is quick and easy. There are primarily two ways to get leads over from Zoho automatically.

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 CRM 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.

The first step in this process is to select the "New Lead" Zoho CRM Trigger and click continue.

After selecting or authenticating your Zoho CRM account, pull in a recent sample to use, then click continue.

If you don't want to send every new lead created in Zoho CRM over to Verse, make sure to add a Zapier Filter step, which will allow you to filter by any field in Zoho CRM. The best practice is to filter by Lead Source.

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:

As noted above, storing your Zoho CRM 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.

You can automatically update your leads in Zoho CRM with Verse qualification summary, sync custom qualification data that Verse collects over to corresponding fields in Zoho CRM, and update your Lead Status in Zoho CRM so that your sales team can take it from there.

Note: In order to sync this data over to your CRM 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.
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The first step in this process is to select the "New Qualified Lead" Verse Trigger.

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.
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Next, add a Zoho CRM step and select the "Update Module Entry" action event and click Continue.
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Afterwards, select the Lead module. Then, and most importantly, map the "External Lead ID" field from Verse into the "Entry ID" field in your Zap. When you click into the "Entry ID" entry, make sure to click over to the "Custom" tab to find the "External Lead ID" field.
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It should then look like the screenshot below.

**Note: If for some reason your Verse leads don't have an External Lead ID stored with your setup, you'll need to add a "Find Record" step in your Zap as part the process.

The final step is to map over any custom data fields over to your record, but the two fields you'll want to focus on are Lead Status and "Verse Summary".

The final result should look like this below.
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Note: For Unqualified Lead updates, it's pretty much the same thing, but uses it's own trigger so you can better control status and log reason's unqualified.

You can automatically update your leads in Zoho CRM when Verse unqualifies a lead, so can store the reasons unqualified and store the data to report on later.

Note: In order to sync this data over to your CRM 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.
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The first step in this process is to select the "New Unqualified Lead" Verse Trigger.
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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.
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Next, add a Zoho CRM step and select the "Update Module Entry" action event and click Continue.
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Afterwards, select the Lead module. Then, and most importantly, map the "External Lead ID" field from Verse into the "Entry ID" field in your Zap. When you click into the "Entry ID" entry, make sure to click over to the "Custom" tab to find the "External Lead ID" field.
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It should then look like the screenshot below.

**Note: If for some reason your Verse leads don't have an External Lead ID stored with your setup, you'll need to add a "Find Record" step in your Zap as part the process.

The final step is to map over any custom data fields over to your record, but the two fields you'll want to focus on are Lead Status and "Verse Summary".

The final result should look like this below.

Log all Verse activity in Zoho CRM automatically, making it easier for your sales team to reference and keep track of activity with each lead.

You can log each conversation in real time as it's happening so it can easily be referenced within your Zoho CRM Activity History for each lead. This includes 2-way SMS transcripts, notes left by Verse reps, Verse Call Attempt logs, and email attempts. Your sales team will be able to easily reference a complete interaction history with each lead.

Note: In order to sync this data over to your CRM 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 "New Lead Activity" Verse Trigger

The first step in this process is to select the "New Lead Activity" Verse Trigger.

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, add a Zoho CRM step and select the "Create Module Entry" action type and click Continue.

Afterwards, select the Task module, and then you should must map the following
4 fields:

Other Optional fields you may want to update dependent on your Zoho CRM needs are:

The final result should look like this below.
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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

Note: In order to sync this data over to from CRM 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.

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.

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.