What you will need:

Note: This integration can be somewhat complex and does require familiarity with Zapier. If you're unfamiliar with Zapier, we highly recommend checking out our Zapier article here to learn more.

Sending new leads from Insellerate to Verse automatically can be a complicated process. We recommend you reach out to Insellerate support for assistance with adding a webhook to Insellerate.

Step 1 - Create a Trigger from the Catch Hook Event

The first step in this process is to create a new Trigger from the Webhooks by Zapier App. Next, select Catch Hook from the Event dropdown.

Skip the Set up trigger section, this won't be necessary for the integration.

At this point, we need a test lead to be sent to our Webhook. Click on Copy, next to the webhook URL, and then forward that URL to Insellerate Support along with the conditions you would like to be met before a lead will be sent. It's common for the condition to simply be "when a lead is created in Insellerate". Once the webhook is set up in Insellerate, you should receive a test lead that can be used to map the rest of the fields.

Once you have a sample Lead you can move on to the next step.

Step 2 - Add a Filter (Optional)

If you don't want to send every new lead created in Insellerate over to Verse, make sure to add a Zapier Filter step, which will allow you to filter by any field in Insellerate.

For more information about Zapier Filters check out this guide from Zapier: How to get started with Filters.

Step 3 - Add a Create Lead Action

Stary by adding a new Action step with the Verse App. Select Create Lead from the Event dropdown, then click on Continue.

Once you're signed in, click Continue.

Next, you will map over all the standard fields into Verse. The most important fields are usually:

Storing the External Lead Id is critical for smoothly updating the lead in Insellerate after Verse either Qualifies or Unqualifies a lead.

Lastly, you'll be asked to test the Action. 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 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. For more information please check our guide here: How to end a conversation.

Finished!

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You can automatically update your leads in Insellerate with Verse qualification summary and update your Lead Status in Insellerate so that your sales team can take it from there.

Step 1 - Create a Trigger from the New Qualified Lead Event

Once you've created a new Zap using the Verse App, the first step is to select the New Qualified Lead Event and click Continue.

After you choose your Verse account you'll be asked to test your trigger. Don't worry if you don't have any qualified leads in Verse yet. You'll be provided a sample lead that can be used to set up the rest of the Zap. Click Test trigger.

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Once you see the test lead show up, click Continue and move on to the next step.

Step 2 - Add a Webhooks by Zapier Action

Next you will use a webhook to send a request to Insellerate to update lead with a StatusId and ActivityId. Add a Webhooks by Zapier Action, select POST from the Event dropdown.

Next, we need to set up the webhook so it can send requests to Insellerate. This is where you will need to use your Organization ID ("orgId"), Status and Activity IDs ("StatusId" & "ActivityId"), and Basic Authorization ("OrgName | Password").

Next, copy the Insellerate URL into the URL field and replace the ####'s with your orgId. Select the textbox so that the text carat is displaying at the very end of the URL and then use the Insert Data pop up to search for the External Lead Id field.

After clicking on the External Lead Id your Zap should appear like the screenshot after the steps below.

Update the Payload Type to json. Enter the StatusId and ActivityId that are related to a qualified lead in the Data section. Finally enter the pipe seperated ( Shift + \ ) Organization Name and Password into the Basic Auth field.

Click Continue to move on to the Test action section. Typically you'll want to skip the test as there may not be any leads in Verse to pull the External Lead Id from, however you can temporarily replace the External Lead Id field in the URL with an existing Application ID to confirm the webhook settings are correct.

Step 3 - Add a Webhooks by Zapier Action

Next you will use a webhook to send a request to Insellerate to create a new Note that is associated with the Application ID. Just like the last step, add a Webhooks by Zapier Action, select POST from the Event dropdown.

Next, copy the Insellerate URL into the URL field and replace the ####'s with your orgId.

Select the textbox so that the text carat is displaying at the very end of the URL and then use the Insert Data pop up to search for the External Lead Id field.

After clicking on the External Lead Id your Zap should appear like the screenshot after the steps below.

Update the Payload Type to json. Under the Data section enter FieldId and set it to 103 (103 is the default Note field ID but please double check this value with Insellerate Support). Also under Data enter Value and then map the Verse Summary to it. Finally enter the pipe seperated ( Shift + \ ) Organization Name and Password into the Basic Auth field.

Skip the test if you don't want to create a Note in Insellerate. It may be useful to test at least once to confirm the webhook settings are correct.

Finished!

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You can automatically update your leads in Insellerate when Verse unqualifies a lead to store the reasons unqualified and any other data to report on later.

Step 1 - Create a Trigger from the New Unqualified Lead Event

Once you've created a new Zap using the Verse App, the first step is to select the New Unqualified Lead Event and click Continue.

After you choose your Verse account you'll be asked to test your trigger. Don't worry if you don't have any unqualified leads in Verse yet. You'll be provided a sample lead that can be used to set up the rest of the Zap. Click Test trigger.

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Once you see the test lead show up, click Continue and move on to the next step.

Step 2 - Add a Webhooks by Zapier Action

Next you will use a webhook to send a request to Insellerate to update lead with a StatusId and ActivityId. Add a Webhooks by Zapier Action, select POST from the Event dropdown.

Next, we need to set up the webhook so it can send requests to Insellerate. This is where you will need to use your Organization ID ("orgId"), Status and Activity IDs ("StatusId" & "ActivityId"), and Basic Authorization ("OrgName | Password").

Next, copy the Insellerate URL into the URL field and replace the ####'s with your orgId. Select the textbox so that the text carat is displaying at the very end of the URL and then use the Insert Data pop up to search for the External Lead Id field.

After clicking on the External Lead Id your Zap should appear like the screenshot after the steps below.

Update the Payload Type to json. Enter the StatusId and ActivityId that are related to an unqualified lead in the Data section. Finally enter the pipe seperated ( Shift + \ ) Organization Name and Password into the Basic Auth field.

Click Continue to move on to the Test action section. Typically you'll want to skip the test as there may not be any leads in Verse to pull the External Lead Id from, however you can temporarily replace the External Lead Id field in the URL with an existing Application ID to confirm the webhook settings are correct.

Step 3 - Add a Webhooks by Zapier Action

Next you will use a webhook to send a request to Insellerate to create a new Note that is associated with the Application ID. Just like the last step, add a Webhooks by Zapier Action, select POST from the Event dropdown.

Next, copy the Insellerate URL into the URL field and replace the ####'s with your orgId.

Select the textbox so that the text carat is displaying at the very end of the URL and then use the Insert Data pop up to search for the External Lead Id field.

After clicking on the External Lead Id your Zap should appear like the screenshot after the steps below.

Update the Payload Type to json. Under the Data section enter FieldId and set it to 103 (103 is the default Note field ID but please double check this value with Insellerate Support). Also under Data enter Value and then map the Verse Summary to it. Finally enter the pipe seperated ( Shift + \ ) Organization Name and Password into the Basic Auth field.

Skip the test if you don't want to create a Note in Insellerate. It may be useful to test at least once to confirm the webhook settings are correct.

Finished!

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Ending a Verse conversation with a lead right from Insellerate is possible by making use of another Catch Hook. For assistance with setting up the trigger in Insellerate, please reach out to Insellerate Support.

Step 1 - Create a Trigger from the Catch Hook Event

The first step in this process is to create a new Trigger from the Webhooks by Zapier App. Next, select Catch Hook from the Event dropdown.

Skip the Set up trigger section, this won't be necessary for the integration.

At this point, we need a test lead to be sent to our Webhook. Click on Copy, next to the webhook URL, and then forward that URL to Insellerate Support along with the conditions you would like to be met before a lead will be sent. It's common for the condition to simply be "when a lead is created in Insellerate". Once the webhook is set up in Insellerate, you should receive a test lead that can be used to map the rest of the fields.

Once you have a sample Lead you can move on to the next step.

Step 2 - Add a Stop Conversation Action

Stary by adding a new Action step with the Verse App. Select Stop Conversation (Unqualify) from the Event dropdown, then click on Continue.
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​Note: If you prefer to have the lead displaying as Qualified, please use the End Conversation (Qualify) Event instead.

Once you're signed in, click Continue. If you want to be able to stop conversations in any of your subaccounts, set Apply to entire team? to Yes, otherwise set it to No. Next, you will map over either the Email, Phone, or LeadId (Verse ID) to find the lead.

Lastly, you'll be asked to test the Action. For now click on Skip test to avoid halting any live conversations, though it would most likely just fail if you don't have any active leads in Verse.

Finished!

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