LeadConnector + PersistIQ

Manage new PersistIQ prospects by updating contacts in LeadConnector

Stay on top of your prospects with this smooth workflow. When a new prospect emerges in PersistIQ, this automation seamlessly updates or adds their information in LeadConnector. Save time and enhance accuracy in keeping your contact information updated, ensuring no opportunities for engagement are missed.

When this happens...
New Prospect
Triggers when a new prospects is created.
TriggerInstant
automatically do this!
Add/Update Contact
Adds or updates an existing contact.
ActionWrite

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Supported triggers and actions

New Prospect
Triggers when a new prospects is created.
Trigger
Instant
Try It
- Domain NameRequired
Action
Write
Create or Update Prospect
Creates or updates a prospect.
Action
Write
- CampaignRequired
- EmailRequired
Action
Write
- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It

- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

Updated Prospect
Triggers when a prospect is updated.
Trigger
Instant
Try It
- CampaignRequired
- Prospect EmailRequired
- Mailbox Id
Action
Write
- EmailRequired
- First Name
- Last Name
- Address
- City
- State
- Phone
- Website
- Company
- Title
- Industry
- Snippet1
- Snippet2
Action
Write
- Prospect EmailRequired
- Lead Status
Action
Write
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow IDRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write