Optiin + PersistIQ Integration

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PersistIQ + Optiin Integration

Create Optiin contact for new PersistIQ prospect

If you're using PersistIQ to manage your sales leads, it's important to also use Optiin 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 contact will automatically be created in Optiin.

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

Create PersistIQ prospect from new Optiin order

As an online store owner, you're likely using Optiin to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' prospect information.

But did you know that you can easily integrate Optiin with PersistIQ? This integration will allow you to automatically create a prospect for each new order in PersistIQ.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Optiin + PersistIQ Integration

Create PersistIQ prospect for new Optiin form submission

When someone completes your Optiin, a new prospect is automatically created in your PersistIQ. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Optiin is automatically populated in the new prospect, so you don't have to waste time manually entering data. Thus, having a Optiin - PersistIQ integration set up makes it easy to manage your customer relationships and grow your business.
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Optiin + PersistIQ Integration

Create PersistIQ prospect for new Optiin contact

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 Optiin contact 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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Optiin + PersistIQ Integration
1.
  • Optiin
    Product is created in Optiin Instant
  • Optiin
    Product is updated in Optiin Instant
  • Optiin
    Form response is created in Optiin Instant
  • Optiin
    Booking is created in Optiin Instant
  • Optiin
    Contact is created or updated in Optiin Instant
  • Optiin
    Order is created in Optiin Instant
  • Optiin
    Order is updated in Optiin Instant
  • PersistIQ
    Prospect is created in PersistIQ
2.
  • Optiin
    Delete contact in Optiin
  • Optiin
    Update contact in Optiin
  • Optiin
    Create product in Optiin
  • Optiin
    Search contact in Optiin
  • Optiin
    Create contact in Optiin
  • Optiin
    Update product in Optiin
  • Optiin
    Search product in Optiin
  • Optiin
    Create member in Optiin
  • Optiin
    Delete member in Optiin
  • Optiin
    Update member in Optiin
  • Optiin
    Create member group in Optiin
  • Optiin
    Update member group in Optiin
  • Optiin
    Delete member group in Optiin
  • 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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