Plugin · crm
Whip Computer + Persistiq
PersistIQ is a sales automation platform that streamlines outbound sales processes with personalized email campaigns and task management.
How a Bot uses Persistiq
14 Persistiq tools. Connect under Plugins. The Bot still asks before anything leaves the thread.
- Look up the accounts you name in Persistiq. Return a short health read.
- Draft a follow-up. Do not create or close records until you approve.
- Cite the CRM fields. If a number is missing, it says so.
Never without you
- Create or delete records
- Email the customer from the CRM
First message
Look up these accounts in Persistiq. Health, last touch, risk. Do not email anyone.
Tools a Bot can call
A sample from the Persistiq toolkit. The Bot calls these after you connect. Writes that would go live still wait for approval.
- Add Lead To Campaign
- Create Campaign
- Create Do Not Contact Domain
- Create Leads
- List Campaigns
- List Do Not Contact Domains
Jobs that use Persistiq
- Sales outbound — Draft follow-ups from the account list. Do not send. Ask before anything leaves the thread.
- Lead generation — Build a sourced shortlist from the ICP you name. Enrich what you can. Never cold-email without you.
- Lead qualification — Score inbound against your rubric. Draft the route note. Do not change CRM stage until you say so.
Related integrations
FAQ
Does Whip Computer have a native Persistiq integration?
Yes. Connect Persistiq under Plugins. The Bot still asks before anything leaves the thread — sending CRM included.
Can a Bot change live Persistiq data?
Not by default. Whip Computer is talk-first: draft in the thread, grant access when it hits a wall. Live Persistiq writes wait for you.
Do I need a workflow builder?
No. Create a Bot, message it, grant access as needed. There isn't anything to learn — it's like bringing on a coworker.