GoCanvas + PersistIQ
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.
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 Submission
Triggers when a new submission is uploaded to GoCanvas for the specified app. You should have a submission to get the dynamic fields.
- automatically do this!Update Prospect Status
Updates prospect status.
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Trigger Mid Workflow
App NameRequired
Try ItApp NameRequired
Item Description
Assign Item To
Schedule At
New Prospect
Triggers when a new prospects is created.
Try ItDomain NameRequired
App NameRequired
Item DescriptionRequired
Reference Data IDRequired
Updated Prospect
Triggers when a prospect is updated.
Try ItCampaignRequired
Prospect EmailRequired
