PersistIQ Connector Setup Guide
PersistIQ makes your outbound sales more effective. Launch personalized campaigns with multiple touchpoints in just minutes to get more conversations started from your cold leads. This article describes how to set up the PersistIQ Connector in your Customer Data Hub account.
Supported Actions
Action Name | AudienceStream | EventStream |
---|---|---|
Create Lead | ✓ | ✗ |
Update Lead | ✓ | ✗ |
Add Lead to Campaign | ✓ | ✗ |
Configure Settings
Go to the Connector Marketplace and add a new Connector. Read the Connector Overview article for general instructions on how to add a Connector.
After adding the connector, configure the following settings:
- API Key: Your API key grants access to read and write into your account database. Be sure to guard it like a password. This API key is a company-wide key. For more information, visit: PersistIQ’s documentation.
Action Settings - Parameters and Options
Click Next or go to the Actions tab. This is where you configure connector actions.
This section describes how to set up parameters and options for each action.
Action - Create Lead
Parameters
Parameter | Description |
---|---|
Duplicate |
|
Creator ID |
|
|
|
First Name |
|
Last Name |
|
Address |
|
City |
|
State |
|
Company Name |
|
Industry |
|
Phone |
|
Snippet |
|
Snippet 2 |
|
Snippet 3 |
|
Snippet 4 |
|
Action - Update Lead
Parameters
Parameter | Description |
---|---|
Status |
|
Status ID |
|
Bounced |
|
Opted Out |
|
Data |
|
Action - Add Lead to Campaign
Parameters
Parameter | Description |
---|---|
Campaign ID |
|
Lead ID |
|
This page was last updated: January 24, 2020