Join It + PersistIQ Integration

Connect Join It to PersistIQ - Automate your workflows in 1-click

Make use of Join It and PersistIQ automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. And automate all the repetitive tasks between Join It & PersistIQ using Integrately.
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Join It + PersistIQ Integration

Create PersistIQ prospect for new Join It memberships

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Join It - PersistIQ integration, anytime a new Join It memberships is created, an PersistIQ prospect should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Join It + PersistIQ Integration
1.
  • Join It
    Membership is created in Join It Instant
  • Join It
    Membership is updated in Join It Instant
  • Join It
    Payment is created in Join It Instant
  • Join It
    Membership is renewed in Join It Instant
  • Join It
    Membership goes into inactive status in Join It Instant
  • PersistIQ
    Prospect is created in PersistIQ
2.
  • 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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