Integrations / CRM
Manage Persistiq leads and campaigns from WhatsApp
Flann connects Persistiq to the WhatsApp chat you already run your business from. You ask, and Flann picks the right Persistiq action. Owners rarely open Persistiq as often as they should. That is not a discipline problem. It is friction, and Flann removes it by letting you work your contacts and deals from the one app you never close.
14 actions in Persistiq. 8 only look things up, and 6 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Persistiq
Type it or say it in a voice note. Flann works out which Persistiq action you mean.
“Show me my leads in Persistiq.”
“Show me my events in Persistiq.”
“Show me my campaigns in Persistiq.”
“Add a lead in Persistiq.”
“Create a campaign in Persistiq.”
What Flann can work with in Persistiq
Persistiq gives Flann 14 actions across 5 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Leads | addcreatelook updeleteupdate | 6 |
| Campaigns | createlook up | 2 |
Here is what changes when Persistiq goes through Flann instead of its own screens.
| Compare | Persistiq on its ownEvery step is yours | With FlannThe work comes to your chat |
|---|---|---|
| How you ask | Log in and click through the screens | Text or voice note, in your own words |
| Looking things up about leads | By hand, screen by screen | 8 look-ups, answered straight away |
| Creating and updating | Typed in by hand | 6 changes, made from a message |
| Persistiq records | All of them, one screen at a time | 5 kinds, from one chat |
| Set-up | Nothing new to set up | Your Persistiq API key, once |
YesPartlyNo
Step by step: Persistiq jobs you can hand to Flann
What happens between your message and the result in Persistiq.
Create a lead from a voice note
- You message Flann on WhatsApp: “Create a lead in Persistiq with these details.”
- Flann runs
List Leadsin Persistiq and shows you what it found. - Flann runs
Create Leadsin Persistiq. - Flann creates it in Persistiq and confirms in the chat.
Get answers about your campaigns
- You message Flann on WhatsApp: “What is the latest on our campaigns in Persistiq?”
- Flann runs
List Campaignsin Persistiq and shows you what it found. - Nothing in Persistiq is changed: these are look-ups, so they run straight away.
Check your events from WhatsApp
- You message Flann on WhatsApp: “Show me where our events in Persistiq stand.”
- Flann runs
List Eventsin Persistiq and shows you what it found. - Nothing in Persistiq is changed: these are look-ups, so they run straight away.
The Persistiq jobs you can stop doing yourself
You stay in charge of what goes out. Flann does the reading, the drafting and the chasing.
Logging the meeting from the car park
Today
After a meeting you mean to write up the notes, set the next step and add a reminder in Persistiq. By the time you reach a desk, half the detail has gone.
With Flann
“Just met Priya at Northgate, wants a quote for twelve units, call her back Thursday.”
Flann matches Priya to her record in Persistiq, writes a clean meeting note and proposes a follow-up task for Thursday. It also suggests moving the deal to the quoting stage.
What you stop doing: Meeting notes stop depending on your memory at the end of the day.
Chat enquiries into proper leads
Today
New enquiries arrive on WhatsApp, Instagram and Facebook, and most never make it into Persistiq. The ones that do are typed in late, with the phone number missing.
With Flann
“Add everyone who enquired on Instagram this week to Persistiq as new leads.”
Because Flann already answers those conversations, it knows who asked about what. It prepares a lead in Persistiq for each new enquirer, with their name, channel, the product they asked about and the language they wrote in.
What you stop doing: Leads from social messages no longer vanish between apps.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Persistiq
- Open Connectors in Flann and choose Persistiq.
- Paste your Persistiq API key into the secure form Flann opens. You will find the key in your Persistiq account settings.
- From then on, message Flann on WhatsApp. It works in Persistiq whenever a request needs it.
Reading from Persistiq is instant. Persistiq stays connected until you remove it in Connectors.
Ways to use Persistiq with Flann
Know who you are talking to
Before a meeting, ask Flann for the contact’s history in Persistiq: last deal, last note, last time you spoke.
See the pipeline at a glance
Ask what is open and what is at risk. Flann summarises Persistiq in a few lines you can read in a queue.
Update the CRM by voice
After a call, send Flann a voice note. It turns it into an update for the right contact in Persistiq and asks you to confirm.
Everything Flann can do in Persistiq
All 14 Persistiq actions, as Flann sees them.
Looks up 8
- List Campaigns
- List Do Not Contact Domains
- List Events
- List Lead Fields
- List lead statuses
- List Leads
- List Users
- View Lead
Changes 6
- Add Lead To Campaign
- Create Campaign
- Create Do Not Contact Domain
- Create Leads
- Remove Lead From Campaign
- Update Lead
More CRM apps Flann works with
Common questions
What can Flann do with leads in Persistiq?
Flann can add, create, look up, delete and update leads in Persistiq, using 6 actions (Add Lead To Campaign, Create Leads, List Leads, Remove Lead From Campaign and more). Looking up runs straight away and changes nothing. The other actions create or change leads in Persistiq.
What can Flann do with campaigns in Persistiq?
Flann can create and look up campaigns in Persistiq, using 2 actions (Create Campaign, List Campaigns). Looking up runs straight away and changes nothing. The other actions create or change campaigns in Persistiq.
How does Flann connect to Persistiq?
Open Connectors in Flann, choose Persistiq and paste your Persistiq API key into a secure form. You will find the key in your Persistiq account settings. Once it is connected, Flann can use 14 actions in Persistiq.
How do I ask Flann to do something in Persistiq?
Message Flann on WhatsApp the way you would message a colleague, or send a voice note. Flann picks the Persistiq action that fits and asks if anything is missing.
Does connecting Persistiq cost extra?
No. Persistiq is included in every Flann plan, along with every other app Flann connects to.