HelpCrunch + PersistIQ Integration

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Popular HelpCrunch + PersistIQ Workflows

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PersistIQ + HelpCrunch Integration

Create HelpCrunch customer for new PersistIQ prospect

If you're using PersistIQ to manage your sales leads, it's important to also use HelpCrunch to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new prospect is created in PersistIQ, a corresponding customer will automatically be created in HelpCrunch.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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HelpCrunch + PersistIQ Integration

Create PersistIQ prospect for new HelpCrunch customer

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new PersistIQ prospect and HelpCrunch customer can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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HelpCrunch + PersistIQ Integration
1.
  • HelpCrunch
    Customer is created in HelpCrunch Instant
  • HelpCrunch
    Customer tags are updated in HelpCrunch Instant
  • HelpCrunch
    Customer is unsubscribed in HelpCrunch Instant
  • HelpCrunch
    Customer email is updated in HelpCrunch Instant
  • HelpCrunch
    Chat is created in HelpCrunch Instant
  • HelpCrunch
    Chat assignee is updated in HelpCrunch Instant
  • HelpCrunch
    Chat status is updated in HelpCrunch Instant
  • HelpCrunch
    Chat is closed in HelpCrunch Instant
  • PersistIQ
    Prospect is created in PersistIQ
2.
  • HelpCrunch
    Create customer in HelpCrunch
  • HelpCrunch
    Update customer in HelpCrunch
  • HelpCrunch
    Search customer by email in HelpCrunch
  • 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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