1CRM + PersistIQ Integrations

See the kind of workflows teams build with 1CRM and PersistIQ below — describe the exact one you want above and the Agent builds it on demand.

1CRM + PersistIQ When an invoice is created or updated in 1CRM, trigger a follow-up email campaign in PersistIQ.

Sync newly created leads across CRM platforms When a new lead is captured in 1CRM, automatically create or update the matching contact in PersistIQ to keep records synchronized. See details

Mirror deal outcomes in secondary pipeline accounts Whenever a deal is marked won in PersistIQ, update the corresponding opportunity stage in 1CRM for unified revenue reporting. See details

Log pipeline stage updates as CRM activities When a deal moves forward in 1CRM, log a status update activity on the corresponding account record in PersistIQ. See details

Browse the full workflow library →

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Triggers & actions for 1CRM and PersistIQ

Everything 1CRM and PersistIQ can do inside a workflow — the triggers that start one and the actions that run when it fires.

1CRM Explore 1CRM →

1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.

Triggers

New or Updated Account

Triggers when an account is created or updated.

New or Updated Contact

Triggers when a contact is created or updated.

New or Updated Invoice

Triggers when an invoice is created or updated.

New or Updated Lead

Triggers when a lead is created or updated.

New or Updated Opportunity

Triggers when an opportunity is created or updated.

New or Updated Payment

Triggers when a payment is created or updated.

Actions

Create / Update Account

Creates a new account or updates an existing account.

Create / Update Contact

Creates a new contact or updates an existing contact.

Create / Update Invoice

Creates a new invoice or updates an existing invoice.

Create / Update Lead

Creates a new lead or updates an existing lead.

Create / Update Opportunity

Creates a new opportunity or updates an existing opportunity.

Create / Update Payment

Creates a new payment or updates an existing payment.

PersistIQ Explore PersistIQ →

PersistIQ is a sales engagement platform that unifies cold email outreach, sales call workflows, and campaign management for sales teams.

Knit's Integrations Agent builds PersistIQ's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against PersistIQ's API.

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