Connect Persistiq to your AI agent

CRM 14 actions available

PersistIQ is a sales automation platform that streamlines outbound sales processes with personalized email campaigns and task management.

We set up the connection using your own Persistiq account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in Persistiq

Each one is a real action the agent can take on its own, the same things a person clicking around Persistiq could do. Read-only by default; write actions are confirmed against your policy.

  • Add Lead To Campaign Tool to add a lead to a specified campaign. Use when you have lead details and a campaign ID to enroll the lead into the campaign.
  • Create Campaign Tool to create a new campaign in PersistIQ. Use when you need to set up a new outreach campaign with a specific owner.
  • Create Do Not Contact Domain Tool to create a Do Not Contact domain. Use when you need to block emails from being sent to addresses at a specific domain without manual approval.
  • Create Leads Tool to bulk create up to 10 leads. Use when you have multiple new contacts and need optional duplicate-handling.
  • List Campaigns Tool to list campaigns. Use when you need to fetch multiple campaigns with optional filters and pagination after setting up your filter criteria.
  • List Do Not Contact Domains Tool to list Do Not Contact domains. Use when you need to retrieve all domains marked as DNC.
  • List Events Tool to retrieve a list of PersistIQ events. Use when you need to fetch events filtered by group, campaign, lead, user, or time range.
  • List Lead Fields Tool to list all lead fields for your company. Use when you need to retrieve available custom lead fields.
  • List Leads Tool to list leads from PersistIQ. Use when you need to fetch a paginated list of leads, optionally filtering by status or updated_after.
  • List lead statuses Tool to retrieve all lead statuses for your company. Use when you need to list available lead statuses after confirming authentication with PersistIQ.
  • List Users Tool to list all non-archived users in your company. Use when you need to retrieve user information including id, name, email, activated status, default_mailbox_id, and salesforce_id.
  • Remove Lead From Campaign Tool to remove a lead from a specified campaign. Use when you need to detach a lead from an existing campaign after confirming both IDs.
  • Update Lead Tool to update a lead's information. Use when you need to modify fields (status, tags, or custom attributes) of an existing lead. Call after confirming the lead_id.
  • View Lead Tool to retrieve a lead by its ID. Use when you have the lead ID and need its detailed information.
Setup

How we connect it

  1. 1

    Connect your account

    You create a key in Persistiq, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

Persistiq questions, answered.

With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions Persistiq's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put Persistiq to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all integrations

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