PersistIQ Connector Setup Guide

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PersistIQ makes your outbound sales more effective. Launch personalized campaigns with multiple touchpoints in just minutes to get more conversations started from your cold leads. This article describes how to set up the PersistIQ Connector in your Customer Data Hub account.

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Supported Actions

Action Name	AudienceStream	EventStream
Create Lead	✓	✗
Update Lead	✓	✗
Add Lead to Campaign	✓	✗

Configure Settings

Go to the Connector Marketplace and add a new Connector. Read the Connector Overview article for general instructions on how to add a Connector.

After adding the connector, configure the following settings:

• API Key: Your API key grants access to read and write into your account database. Be sure to guard it like a password. This API key is a company-wide key. For more information, visit: http://apidocs.persistiq.com/#authentication

Action Settings - Parameters and Options

Click Next or go to the Actions tab. This is where you configure connector actions.

This section describes how to set up parameters and options for each action.

Action - Create Lead

Parameters

Parameter	Description
Duplicate	Skip or update. Default is skip. For more information on this endpoint, visit: http://apidocs.persistiq.com/#create-leads.
Creator ID	ID of the user creating the lead.
Email	Email address of the lead.
First Name	First name of the lead.
Last Name	Last name of the lead.
Address	Address of the lead.
City	City of the lead.
State	State of the lead.
Company Name	Company name pertaining to the lead.
Industry	Industry of the lead.
Phone	Phone number of the lead.
Snippet	Additional notes on the lead.
Snippet 2	Additional notes on the lead.
Snippet 3	Additional notes on the lead.
Snippet 4	Additional notes on the lead.

Action - Update Lead

Parameters

Parameter	Description
Status	Name of the lead status. For more information on this endpoint, visit: http://apidocs.persistiq.com/#update-a-lead.
Status ID	ID of the lead status.
Bounced	True or false. True sets the lead as bounced.
Opted Out	True or false. True sets the lead as opted-out.
Data	Data attributes of the lead.

Action - Add Lead to Campaign

Parameters

Parameter	Description
Campaign ID	The ID of the campaign you wish to add the lead to. For more information on this endpoint, visit: http://apidocs.persistiq.com/#add-lead-to-a-campaign.
Lead ID	The ID of the lead you wish to add to the campaign.