Nusii + PersistIQ Integration

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PersistIQ + Nusii Integration

Create Nusii client for new PersistIQ prospect

PersistIQ is a great CRM tool for managing customer data, but it can be time-consuming to create a new client record in Nusii every time you add a new prospect.

But don't worry anymore. With this Nusii Salesforce integration, you can connect your prospect and client records, so that when a new prospect is created in PersistIQ, you'll automatically receive a corresponding client record in Nusii.
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PersistIQ + Nusii Integration

Create Nusii proposal for new PersistIQ prospect

As a sales representative, you know that creating a proposal is an important step in sealing the deal. But what if you could create that proposal right within PersistIQ? With this integration, you can!

When you create a prospect in PersistIQ, Nusii will automatically create a proposal for you. This makes it easy to get started and keep your proposal organized.

Ready to try it out? Get started today!
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Nusii + PersistIQ Integration
1.
  • Nusii
    Proposal is accepted in Nusii Instant
  • Nusii
    Proposal is sent in Nusii Instant
  • Nusii
    Proposal is rejected in Nusii Instant
  • Nusii
    Proposal is created in Nusii Instant
  • Nusii
    Proposal is updated in Nusii Instant
  • Nusii
    Proposal activity is created in Nusii
  • Nusii
    Client has seen the proposal in Nusii Instant
  • Nusii
    Client is created in Nusii Instant
  • Nusii
    Client is updated in Nusii Instant
  • PersistIQ
    Prospect is created in PersistIQ
2.
  • Nusii
    Create proposal in Nusii
  • Nusii
    Create client in Nusii
  • 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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