PersistIQ setup and integration services

PersistIQ  Setup and Integration Services

There are too many tools out there for cold email. Few work well, fewer provide CRM updates natively, and far fewer are easy to use. This is why we recommend PersistIQ.

Here at automate, we can help you by showing how it can work in a complete sales and marketing system, then providing setup assistance.

Our Setup and Integration Process

Marketing Automation Stack

Finalizing a stack

Step one is to finalize the stack around your new PersistIQ account. This could be CRM, analytics, data storage, project management, chat… But the important aspect is to know what you will need and what the best options are for your use case.

sales diagram flow for a b2b company

Customer journey mapping

Next, map out your customer journey through PersistIQ. We begin any new automation this way with mapping so we know all the paths and touch-points customers’ can go through in your marketing tech stack. This allows us to illustrate how PeristIQ will integrate into your system.

Marketing Automation Asana Bored


We’ll generate a backlog of tasks in Asana/Trello or other project management tool you choose. Then, we work with you to delegate each task to members of our team and yours to ensure a fast-build under budget.

How to begin

Fill out the form

Below is a link to a quick form we use to find out what we can really help you with. We will email you some recommendations.


Book a call to discuss

If you’re in a hurry, here is a link to Alex’s calendar. Go ahead and book a time with Alex to discuss your needs.