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PersistIQ Make integrationAutomate PersistIQ with Make.
Can your PersistIQ leads move on their own between your tools? The PersistIQ Make integration gives you 11 modules: 2 instant triggers, 7 actions and 2 searches. This guide is for sales and ops people who have never built in Make, and it walks you from connection to a first live scenario.
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What can the PersistIQ Make integration automate?
The PersistIQ Make integration links your PersistIQ account to Make so leads, campaigns and DNC domains are handled by a scenario, the automation you build in Make, instead of by hand. Each step of that scenario is a module, and PersistIQ brings 11 of them.
Every new prospect enrolled in the right sequence. Watch New Leads starts the scenario when a lead appears in PersistIQ, and Add a Lead To a Campaign puts it straight into your outreach campaign. Nobody has to remember to enroll it.
Leads from your forms land in PersistIQ. When a signup comes from another app, Create a Lead adds the contact to PersistIQ. Search Leads first checks whether that person is already there, so you avoid duplicates.
A lead that is no longer a cold prospect leaves the campaign. Watch Updated Leads reacts as soon as a lead is edited, and Remove a Lead From a Campaign stops the outreach for someone who replied or became a customer elsewhere.
Know the limit before you start: Make itself says its documentation for PersistIQ is incomplete, because little public information exists about the app. The field list you see inside each module is your reference. When a module is missing, Make an API Call reaches the rest of the PersistIQ API with the same connection. PersistIQ often exists as an n8n node too; the n8n vs Make comparison lays out both tools, and the Make training helps if this is your first scenario. If a run fails, Make troubleshooting covers the usual causes.
How do you connect PersistIQ to Make?
- 01
Open a PersistIQ module
In your scenario, add any PersistIQ module, for example Create a Lead, and click Create a connection. A connection is your PersistIQ account linked to Make once, then reused by every PersistIQ module you add later.
- 02
Name the connection
Giving the connection a name is optional, but it pays off when a teammate or a client account joins later. Pick something that says whose PersistIQ account it is, so the right one shows up in the list when you build the next scenario.
- 03
Authorize and save
Depending on what Make asks, either approve access on the PersistIQ page that opens or paste the key PersistIQ gives you. Then click Save. The connection now appears in the dropdown of every PersistIQ module.
Your first scenario with PersistIQ
GoalWhen a new lead is created in PersistIQ, Make adds it to the campaign you pick.
- 01
Create the scenario
From the Scenarios page, create a new scenario and click the big + to place the first module. That first module decides when everything else runs.
- 02
Add Watch New Leads
Search for PersistIQ, choose Watch New Leads and select your connection, or create it on the spot with Create a connection. This trigger is instant: PersistIQ tells Make about each new lead.
- 03
Chain Add a Lead To a Campaign
Click the + to the right of the trigger and add Add a Lead To a Campaign. Choose the campaign, then map the lead coming out of the trigger into the lead field.
- 04
Test with Run once
Click Run once, then create a test lead in PersistIQ. Open each module's bubble to read the bundle it received, meaning the lead that travelled from one module to the next.
- 05
Switch it on
When the test lead sits in the right campaign, switch the scenario on. From then on, each lead created in PersistIQ reaches Make as it happens and joins the campaign without you.
What starts a PersistIQ scenario
2 modules start a scenario when something happens in PersistIQ. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by PersistIQ as soon as it happens.
Watch New Leads
Instant triggerIn Make“Triggers when a new lead is created.”
Every lead added to PersistIQ becomes the starting point of a scenario, so the follow-up work happens without you watching the lead list. The trigger hands the new lead to the next module as one bundle.
Watch Updated Leads
Instant triggerIn Make“Triggers when a lead is updated.”
You learn about changes to existing leads the moment they happen, which lets a scenario carry each edit your team makes on a lead over to the tools that depend on it.
What PersistIQ can do in Make
PersistIQ gives you 9 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Modules index
Add a Lead To a Campaign
ActionIn Make“Add's a lead to a campaign.”
Your lead enters a PersistIQ campaign without anyone opening the app, so outreach starts on the same flow that found the prospect.
Create a DNC Domain
ActionIn Make“Create's a DNC domain.”
This adds a domain to the DNC domains of your PersistIQ account from a scenario, so the list grows whenever another tool flags a company, not only when someone remembers to type it.
Create a Lead
ActionIn Make“Create's a lead.”
A contact captured anywhere else ends up as a lead in PersistIQ, ready to be enrolled, without an export and an import in between.
Get a Lead
ActionIn Make“Get's a single lead.”
You get the full record of one lead you already know, which fills in the details a trigger or another app did not send.
Make an API Call
ActionIn Make“Make's a custom API call.”
This module reaches any endpoint of the PersistIQ API with the connection you already set up, which covers the operations the other ten modules do not offer.
Remove a Lead From a Campaign
ActionIn Make“Remove a lead from a campaign.”
Outreach stops for a lead the moment your scenario decides it should, by taking that lead out of a PersistIQ campaign.
Update a Lead
ActionIn Make“Update's a lead.”
An existing PersistIQ lead gets new information from another app, so your outreach works from the same data as the rest of the team.
List DNC Domains
SearchIn Make“List's all DNC domains.”
You get the DNC domains stored in PersistIQ inside your scenario, each one as its own bundle, so another tool can read or check them.
Search Leads
SearchIn Make“Search leads.”
This finds the PersistIQ leads that match what you ask for, which is how a scenario checks before it creates or changes anything.
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