PersistIQ + Salesforce

Overview

PersistIQ offers a powerful integration with Salesforce to streamline your workflow and effortlessly keep your records up to date with true bi-directional sync. Connect Salesforce with PersistIQ to automate tedious tasks, eliminate manual data entry errors, save time and streamline your workflow.

About Salesforce

Salesforce is your main system of record for all your relationships with prospects. It gives you more insight into the entire sales cycle in one central place. Salesforce is the most use and CRM by SaaS salespeople today.

The Integration

Seamlessly integrate Salesforce with your PersistIQ instance

  • Bi-Directional Sync: Automatically sync fields, status, and more on Leads, Contacts, and Accounts. Create records between Salesforce and PersistIQ, either bi-directional or one-way.
  • Activity Sync: Log all sent and received emails, either from PersistIQ or your individual email account. Create custom call outcomes and automatically log completed calls.
  • Push to PersistIQ: Optionally, you can manually select Leads or Contacts from Salesforce list views and push them to PersistIQ with one-click, for targeted outbound.

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