Firmao + PersistIQ Integration

Connect Firmao to PersistIQ in 1 click

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Popular Firmao + PersistIQ Workflows

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PersistIQ + Firmao Integration

Create Firmao task for new PersistIQ prospect

In PersistIQ, when you create a prospect, it automatically creates a task in Firmao for that prospect. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular prospect on their prospect profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Firmao + PersistIQ Integration
1.
  • Firmao
    Customer is created in Firmao
  • Firmao
    Task is created in Firmao
  • PersistIQ
    Prospect is created in PersistIQ
2.
  • Firmao
    Create customer in Firmao
  • Firmao
    Create task in Firmao
  • PersistIQ
    Add prospect to campaign in PersistIQ
  • PersistIQ
    Create or update prospect in PersistIQ
  • PersistIQ
    Create prospect in PersistIQ
  • PersistIQ
    Update prospect status in PersistIQ
  • PersistIQ
    Add do not contact domain in PersistIQ
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750 Tasks
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2,000 Tasks
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