PersistIQ + 1CRM Integrations

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

PersistIQ + 1CRM 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 PersistIQ, automatically create or update the matching contact in 1CRM to keep records synchronized. See details

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

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

Browse the full workflow library →

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Triggers & actions for PersistIQ and 1CRM

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

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.

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.

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