Microsoft Office 365 + PersistIQ Integration

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PersistIQ + Microsoft Office 365 Integration

Create Microsoft Office 365 contact for new PersistIQ prospect

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 PersistIQ - Microsoft Office 365 integration, anytime a new PersistIQ prospect is created, an Microsoft Office 365 contact 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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Microsoft Office 365 + PersistIQ Integration

Create PersistIQ prospect for new Microsoft Office 365 contact

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 Microsoft Office 365 - PersistIQ integration, anytime a new Microsoft Office 365 contact 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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PersistIQ + Microsoft Office 365 Integration

Send Microsoft Office 365 message for new PersistIQ prospect

Anytime a new prospect is added to your PersistIQ, automatically send them a message through Microsoft Office 365 letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this PersistIQ - Microsoft Office 365 integration, you can rest assured that your new prospect will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Microsoft Office 365 + PersistIQ Integration
1.
  • Microsoft Office 365
    Email is created in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is created in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is started in Microsoft Office 365
  • Microsoft Office 365
    Calendar event is updated in Microsoft Office 365
  • Microsoft Office 365
    Contact is created in Microsoft Office 365
  • Microsoft Office 365
    Contact is updated in Microsoft Office 365
  • PersistIQ
    Prospect is created in PersistIQ
2.
  • Microsoft Office 365
    Send email in Microsoft Office 365
  • Microsoft Office 365
    Create draft email in Microsoft Office 365
  • Microsoft Office 365
    Create event in Microsoft Office 365
  • Microsoft Office 365
    Create contact in Microsoft Office 365
  • Microsoft Office 365
    Update contact in Microsoft Office 365
  • Microsoft Office 365
    Search contact in Microsoft Office 365
  • 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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