PersistIQ Integrations
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Create PersistIQ prospects for new Copper people
Spend less time exporting from your CRM and importing into your workflow system. This Zapier integration between Copper and PersistIQ automatically creates new a prospect in PersistIQ when a new person is added to Copper.
Note: PersistIQ has duplicate detection and will not create a prospect if the email address already exists in your PersistIQ account. Also, you can use Zapier to apply filter logic to only create the prospects you specify.
How this Copper-PersistIQ integration works
- A new person is created in Copper
- Zapier creates a new prospect in PersistIQ
Apps involved
- Copper
- PersistIQ
Add company domains to PersistIQ's Do Not Contact list for specific deal stages in HubSpot CRM
Ever reach out to prospects at a company when your sales team already has an active deal in the works? Or after your sales team already won the deal? Well, no more!
With this Zapier integration, you can seamlessly coordinate your outbound sales communication with your deal stages. When a deal moves to a specific stage, such as negotiating, closed, or won, then all outbound communication from PersistIQ is blocked to anyone at the target company. It's an easy way to avoid costly mistakes in your sales process.
How this HubSpot CRM-PersistIQ integration works
- A deal in HubSpot CRM moves to a specified stage (e.g, Closed Won)
- Zapier adds the company domain to the Do Not Contact list in PersistIQ
Apps involved
- HubSpot CRM
- PersistIQ
Create PersistIQ prospects for new Pipedrive people
Spending too much time exporting and importing data? Use this Zapier integration to automatically create new prospects in PersistIQ when a new person is added to Pipedrive.
Note: PersistIQ has duplicate detection and will not create a prospect if the email address already exists in your PersistIQ account.
How this Pipedrive-PersistIQ integration works
- A new person is created in Pipedrive
- Zapier creates a new prospect in PersistIQ
Apps involved
- Pipedrive
- PersistIQ
Create PersistIQ prospects for new HubSpot CRM contacts
Don't manually export contacts from your HubSpot CRM only to import them again into PersistIQ. Zapier can do that for you automatically. This automation integrates HubSpot CRM and PersistIQ, to create new prospects in PersistIQ automatically whenever you add a new contact to HubSpot CRM.
Note: PersistIQ has duplicate detection and will not create a prospect if the email address already exists in your PersistIQ account.
How this HubSpot CRM-PersistIQ integration works
- A new contact is created in HubSpot CRM
- Zapier creates a new prospect in PersistIQ
Apps involved
- HubSpot CRM
- PersistIQ
Add HubSpot CRM prospects to PersistIQ campaigns
Reach out to prospects quickly and with automated followups so no one falls through the cracks. With the help of Zapier, you can now automatically add contacts from HubSpot CRM into your PersistIQ sales communication workflows based on criteria you define. It's a simple way to start working with your new prospects without any extra work.
Note: This Zapier integration can also create new prospects in PersistIQ, or you can use a different Zap to create prospects automatically
How this HubSpot CRM-PersistIQ integration works
- A contact in HubSpot CRM matches criteria you define (e.g, status = open & source = outbound)
- Zapier adds the contact to a specific PersistIQ campaign (e.g, Outbound sales)
Apps involved
- HubSpot CRM
- PersistIQ
Add companies to PersistIQ Do Not Contact list for specific Pipedrive deal stages
Have you ever reached out to prospects at a company when an active deal is already in the works? Or did you send prospecting emails and make calls after your team already won the deal? Avoid these embarrassing and costly mistakes!
This integration coordinates your outbound sales communication with your CRM deal stages. Stop all outbound communication to a specific company when a deal moves to a specific stage in your CRM.
How this Pipedrive-PersistIQ integration works
- A deal in Pipedrive moves to a specific stage (e.g, Closed Won)
- Zapier adds the company domain to the Do Not Contact list in PersistIQ
Apps involved
- Pipedrive
- PersistIQ
Add Copper leads to PersistIQ campaigns
Create a seamless connection between your Copper CRM and your PersistIQ sales communication workflows. This Zapier integration automatically adds leads to your PersistIQ campaigns based on the lead status in Copper, so you can pick up the communication in PersistIQ.
Note: you can use Zapier to apply additional filter logic to specify which leads to add to campaigns.
How this Copper-PersistIQ integration works
- A lead in Copper has a status you specify (e.g, status = open)
- Zapier adds the lead to a specific PersistIQ campaign (e.g, Demo request campaign)
Apps involved
- Copper
- PersistIQ
Add companies to PersistIQ Do Not Contact list for Copper opportunity stage changes
When a opportunity passes a certain stage such as negotiating or closed won, you don’t want your sales team to continue sending prospecting emails and making cold calls into the company. Avoid these embarrassing and costly mistakes with this integration, which coordinates your outbound sales communication in PersistIQ with your Copper opportunity stages. Stop all outbound communication to a company when the opportunity moves to a specific stage in your CRM.
Note: The PersistIQ Do Not Contact feature prevents communication from your team to anyone at a specific domain.
How this Copper-PersistIQ integration works
- An opportunity in Copper has a stage you specify (e.g, stage = negotiating)
- Zapier adds the company to the Do Not Contact list in PersistIQ
Apps involved
- Copper
- PersistIQ
Create or update prospects in PersistIQ for new Bookafy customers
Combine all your communication and workflow into one easy to use system for an effective outbound sales. Use PersistIQ to achieve this work for you. This Zapier automation creates or updates prospects automatically in PersistIQ for every new Bookafy customers.
How this Bookafy-PersistIQ integration works
- A new customer registers on Bookafy
- Zapier creates or updates that customer into PersistIQ as a prospect.
Apps involved
- Bookafy
- PersistIQ
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PersistIQ Integration Details
Launched on Zapier May 31, 2017
Zapier combines Triggers (like "New Subscriber") and Actions (like "Add Prospect to Campaign") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.
The following PersistIQ Triggers, Searches, and Actions are supported by Zapier:
Adds a prospect to a campaign.
Creates or updates a prospect.
Updates prospect status.
Adds a new Do Not Contact domain.
Creates a new prospect.
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