1.Detect new prospect
Integrate PersistIQ and lead database tools to detect when a new prospect record appears for campaign enrollment.
Add new prospects to outbound outreach campaign queue
Automatically monitor new prospect records across PersistIQ. Enroll every qualifying prospect into your outbound campaign queue when a prospect is created, a lead-score threshold is met, or firmographic match is detectedβso you can start sequences, update campaign status, and keep reporting current without manual enrollment.
How this automation accelerates your outbound sequencing
When a new prospect appears, unqueued prospects stall scheduled outreach and reps lose time on setup. This automation adds prospects to a configured outbound campaign and updates prospect statusβso your team can start sequences with clean enrollment records.
PersistIQor swap with your favorite app
2.Add prospect to campaign
Integrate PersistIQ and campaign management tools to map prospect fields and enroll the prospect into the configured campaign.
3.Update prospect status
Integrate PersistIQ and reporting tools to map status indicators and reflect campaign enrollment for downstream reporting.
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Accelerate pipeline growth with automated lead capture, outreach routing, and prospect updates
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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