GoCanvas + PersistIQ

GoCanvas + PersistIQ integrations

Update PersistIQ prospect status for new GoCanvas submissions

Effortlessly keep your sales pipeline up to date with this innovative workflow. When a new submission is received in GoCanvas, it will seamlessly update the prospect's status in PersistIQ, ensuring accurate and timely data for your sales team. With this automation in place, you can focus more on closing deals and growing your business, rather than manually updating records.

When this happens...
New SubmissionTriggers when a new submission is uploaded to GoCanvas for the specified app. You should have a submission to get the dynamic fields.
TriggerInstant
automatically do this!
Update Prospect StatusUpdates prospect status.
ActionWrite

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More things you can do with GoCanvas and PersistIQ

Discover other triggers and actions you can use with GoCanvas and PersistIQ

- Trigger Mid Workflow
- App Name
  Required
Trigger
Instant
Try It
- App Name
  Required
- Item Description
- Assign Item To
- Schedule At
Action
Write
New Prospect
Triggers when a new prospects is created.
Trigger
Instant
Try It
- Domain Name
  Required
Action
Write
Create or Update Prospect
Creates or updates a prospect.
Action
Write

- Campaign
  Required
- Email
  Required
Action
Write

- App Name
  Required
- Item Description
  Required
Action
Write
- Reference Data ID
  Required
Action
Write
Updated Prospect
Triggers when a prospect is updated.
Trigger
Instant
Try It
- Campaign
  Required
- Prospect Email
  Required
- Mailbox Id
Action
Write
- Email
  Required
- First Name
- Last Name
- Address
- City
- State
- Phone
- Website
- Company
- Title
- Industry
- Snippet1
- Snippet2
Action
Write
- Prospect Email
  Required
- Lead Status
Action
Write

About GoCanvas

GoCanvas provides a simple, drag and drop tool for creating your own mobile forms (called GoCanvas Apps) that can be filled out by your employees on their mobile devices. Customize your own mobile inspections, work orders, time cards, invoices, waivers and much more. Instantly transmit your data to customers and colleagues to keep your business moving at the speed of digital.

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Related categories

Forms & Surveys

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About PersistIQ

PersistIQ is software for effective outbound sales that combines communication and workflow into one easy to use system.

HelpHelp

Related categories

CRM (Customer Relationship Management)

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