We recommend leveraging Zapier to integrate with Zendesk Sell, and you can do A LOT with it. From sending new leads from Zendesk Sell to Verse, to status updates on Leads, stage updates Opportunities, logging Verse Summary notes on any records, and even logging our verse SMS convos in real-time as activity history!

If you're unfamiliar with Zapier, we highly recommend checking out our Zapier article here to learn more.
​

Your sales team can easily integrate Verse into their existing workflows to:

​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 Zendesk Sell Zap, you will be asked to connect your Zendesk Sell account.

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

If all steps were successful your Zendesk Sell account will now be successfully connected.

Sending new leads from Zendesk Sell to Verse automatically is quick and easy. There are primarily two ways to get leads over from Zendesk Sell 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 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.

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

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

If you don't want to send every new lead created in Zendesk Sell over to Verse, make sure to add a Zapier Filter step, which will allow you to filter by any field in Zendesk Sell. 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 Zendesk Sell record id into the Verse "External Lead Id" field is extremely important, as that is needed to sync data back later on.
​

Lastly, you'll be asked to 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 it. 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 Zendesk Sell with Verse qualification summary, sync custom qualification data that Verse collects over to corresponding fields in Zendesk Sell, and update your Lead Status in Zendesk Sell 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.
​

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.
​

Next, add a Zendesk Sell step and select the "Update Lead" action event, and click Continue.
​

Afterward, select your account. Then, and most importantly, map the "External Lead ID" field from Verse into the "Lead" entry in your Zap. When you click into the "Lead" entry, make sure to click over to the "Custom" tab to find the "External Lead ID" field.
​

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.

​Step 3) Map over your Verse Summary and Lead Status

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

The final result should look like this below.
​

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 reasons unqualified.

You can automatically update your leads in Zendesk Sell 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.
​

The first step in this process is to select the "New Unqualified 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.
​

Next, add a Zendesk Sell step and select the "Update Lead" action type and click Continue.
​

Afterward, choose your account and customize your lead to map all your fields. Then, and most importantly, map the "External Lead ID" field from Verse into the "Lead" entry in your Zap. When you click into the "Lead" entry, make sure to click over to the "Custom" tab to find the "External Lead ID" field.
​

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 of the process.

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

The final result should look like this below.
​

Log all Verse activity in Zendesk Sell 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 as "Notes" in Zendesk Sell, so it can easily be referenced within your Zendesk Sell 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.
​

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 Zendesk Sell step and select the "Update lead" action event and click continue.
​

Afterwards, select your account and continue. Then you should mapping the following fields under Customize Note:

The final result should look like this below.

End a verse conversation on a lead right from Zendesk Sell automatically is quick and easy. The first step in the process is to set up 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

Note: In order to sync this data over to 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.

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.

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.

The final result should look like this below.

Verse is happy to introduce our new integration with Zendesk Sell. We've just launched a new app that can be found in the Zendesk Sell marketplace. (include link) With this new app, you'll be able to see your lead activity, and rate/end conversations, all while viewing your leads on Zendesk Sell.

To install our new app on your Zendesk Sell you'll need your verse API Key

1) Locate your Verse API key

Your unique API key can be found by logging in to your Verse account here, and navigating to Settings then Connections. You can easily copy it to your clipboard by hitting the copy button.

2) Paste Your Verse API Key on the Verse for Zendesk app settings

On the top navigation bar, go to settings, and under integrations go to Apps.