Integrations

Salesforce Sync, Copper, PersistIQ API, Zapier, Segment, Data Partners, and more.

15 articles in this collection
Written by Daniel Ahmadizadeh

Copper CRM

PersistIQ + Copper Integration Overview

Save time, reduce errors, and automate tedious steps by integrating Copper and PersistIQ.

Written by Daniel Ahmadizadeh
Updated over a week ago

Setting up Bi-directional Sync with Copper CRM

A short guide to setting up two way sync between Copper and PersistIQ.

Written by Daniel Ahmadizadeh
Updated over a week ago

How are emails logged to Copper?

Automatically log emails sent from PersistIQ campaigns to your Copper CRM

Written by Daniel Ahmadizadeh
Updated over a week ago

Using PieSync to connect Copper and PersistIQ

If you don't want to use the native Copper + PersistIQ integration, you can also use PieSync (third-party vendor).

Written by Daniel Ahmadizadeh
Updated over a week ago

Salesforce

Salesforce Bi-directional sync overview

What is PersistIQ's Bi-Directional Sync with Salesforce?

Written by Daniel Ahmadizadeh
Updated over a week ago

Setting up Bi-directional Syncing with Salesforce

A short guide to setting up two way sync between Salesforce and PersistIQ.

Written by Daniel Ahmadizadeh
Updated over a week ago

Salesforce: Push to PersistIQ

Push Leads and Contacts from Salesforce to PersistIQ

Written by Daniel Ahmadizadeh
Updated over a week ago

How are emails logged to Salesforce?

Automatically log email activity to Salesforce for emails your send and receive.

Written by Daniel Ahmadizadeh
Updated over a week ago

How do I log my emails in Salesforce through the BCC option?

Written by Daniel Ahmadizadeh
Updated over a week ago

How do I sync Owner between PersistIQ and Salesforce?

Written by Daniel Ahmadizadeh
Updated over a week ago

Sync PersistIQ Campaigns to Salesforce Campaigns

Build advanced reports and attribution using campaign syncing

Written by Daniel Ahmadizadeh
Updated over a week ago

Zapier

The PersistIQ + Zapier Integration

Learn about the PersistIQ + Zapier integration, use cases, and pre-built integration templates.

Written by Daniel Ahmadizadeh
Updated over a week ago

How do I add leads to a campaign with Zapier?

Explains how to setup adding leads to a campaign using Zapier

Written by Daniel Ahmadizadeh
Updated over a week ago

Chrome Extension

Chrome Extension Features Overview

Push leads to PersistIQ via Chrome extension, generate emails, use templates directly from your Gmail account

Written by Daniel Ahmadizadeh
Updated over a week ago

Data Segment

Connect your data using Segment

Pass data to PersistIQ from your data sources in Segment

Written by Daniel Ahmadizadeh
Updated over a week ago