This update introduces two new ways to work with PersistIQ and Salesforce: Push to PersistIQ from Account Pages and from Salesforce Lightning.
A few weeks ago, we officially launched Push to PersistIQ using the PersistIQ chrome extension. Today, we’re announcing an enhancement to this process by allowing users to access push from two new areas of Salesforce.
Salesforce Accounts Page
Pushing contacts to PersistIQ is now accessible directly from the account page in Salesforce. Easily add contacts from a particular account to your PersistIQ campaigns right from Salesforce. Taking an account-based approach is even easier with this update.
To Push from an account…
- Select an account in Salesforce
- Open Push to PersistIQ via the chrome extension
- Click “start” and select the contacts to be pushed
- Click “create selected” and add them to a campaign
Push to PersistIQ now works with Salesforce Lightning. All the great features of Push are available to Salesforce Lightning users.
Updates like these will make the connection between Salesforce and PersistIQ even stronger, making your process seamless. Let us know what you think, and we’re here to help with anything you need!