What the sync does
The PersistIQ Salesforce integration is bi-directional. It connects your CRM records with your outreach so neither system goes stale:
- Create leads/contacts — prospects added in PersistIQ can be created in Salesforce.
- Update status and fields — changes flow between systems (e.g. outreach status written back to the lead record).
- Log activities — emails sent, opens, and replies are recorded on the Salesforce record.
Why it matters for outbound
- Reps stop living in two databases — the CRM shows what outreach is doing.
- Opt-outs and replies are visible to anyone touching the account, not just the SDR.
- Reporting can be joined against CRM data (pipeline created, not just emails sent).
Setup overview
- Get help from your Salesforce admin — the integration needs API permissions.
- Connect from the Integrations page in PersistIQ settings.
- Authorize with your Salesforce org.
- Map PersistIQ fields to Salesforce fields.
- Choose sync behavior (which records create which, in which direction).
- Test with one lead end-to-end before turning it on broadly.
[CONFIRM: exact sync options and field-mapping capabilities in the current integration]