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Sync PersistIQ Campaigns to Salesforce Campaigns
Sync PersistIQ Campaigns to Salesforce Campaigns

Build advanced reports and attribution using campaign syncing

Nick Steeves avatar
Written by Nick Steeves
Updated over a week ago

When you add a prospect to a campaign in PersistIQ, the system can automatically add the associated lead or contact in Salesforce to a specific Salesforce campaign.ย 

What you need:

  • Salesforce bi-directional sync

  • Campaign sync (contact our support team to enable this on your account)

How to sync campaigns in just 2 steps:

Step 1: Go to the campaign in PersistIQ and click on the Settings tab

โ€‹Step 2: Click on "New Trigger" under Campaign Triggers and select the Salesforce campaign you want to sync to

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