Persio and Salesflare

How to connect Persio

About Persio

Persio exists to help businesses unify and mesh all their customer data in a single source of truth platform and auto-qualify their leads.

Persio operations on Zapier

Triggers (5)

Start a workflow when this happens

  • Classifier — Triggers when a claszsifier sentiment status is any.
  • User Attributes Updated — Triggers when a user any attributes is updated.
  • User Created — Triggers when a user is created.
  • User Event Created — Triggers when a user event is created.
  • User Specific Attribute Updated — Triggers when a user a specific attribute is updated.

Actions (4)

Things Salesflare can make it do

  • Create User Event — Adds an Event to the user identified by an email. Will create the User if not created already
  • Create or Update a User — Sends Attribute updates to the user identified by an email. Will create the user if not created already.
  • Lead Classification — Send your Email, SMS, or instant message to Persio if you want to know if this lead is Positive, Negative, or Natural.
  • Response Generation — Generate an answer for your leads reply

Searches (1)

Look up existing records

  • Find a User — Search for a User by email or external_id

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