Float + PersistIQ Integration
Integrate Float to PersistIQ in one click, or tell Integrately AI how you want each prospect handled. Add new team members as outreach prospects, enroll them in email campaigns, sync project details, and track engagement automatically.
Free forever.Use premium features free for 14 days.1.
Task is created in Float- Logged time is created in Float
- Logged time is updated in Float
- Person is created in Float
- Project is created in Float
- Client is created in Float
- Time off is created in Float
- Department is created in Float
Prospect is created in PersistIQ
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- Create task in Float
- Search task in Float
- Update task in Float
- Create project in Float
- Search project in Float
- Create logged time in Float
- Update logged time in Float
- Search logged time in Float
- Create client in Float
- Create time off in Float
- Create person in Float
- Create milestone in Float
- Create department in Float
- Add prospect to campaign in PersistIQ
- Create or update prospect in PersistIQ
- Create prospect in PersistIQ
- Update prospect status in PersistIQ
- Add do not contact domain in PersistIQ
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Ready Workflows for Float + PersistIQ Integration
Add new Float team members as PersistIQ prospects, enroll them in campaigns, update project statuses, and track outreach activity, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Float + PersistIQ flow
Sync outreach results to your CRM, notify your team on messaging apps, and keep all your project schedules aligned. Pick a combination and activate it in one click.
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Hubspot (6)
Hubspot (6) +
Slack (5)
Slack (5) +
Gmail (4)
Gmail (4) +
Asana (4)
Asana (4) +
Google Sheets (4)
Google Sheets (4) +
Calendly (4)
Calendly (4) F
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Add every new person from Float as a prospect in PersistIQ, and create a contact in HubSpot.
New team members created in Float instantly become prospects in PersistIQ and contacts in HubSpot without manual re-typing.
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When a prospect is created in PersistIQ, create a task in Float and add a deal in HubSpot.
Every new PersistIQ prospect triggers a scheduling task in Float and opens a deal in HubSpot automatically.
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When a HubSpot deal stage changes, update the project in Float and update the prospect status in PersistIQ.
Deal progress in HubSpot automatically updates your project schedules in Float and adjusts prospect statuses in PersistIQ.
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Create a HubSpot task for every new task created in Float, and add the prospect to a campaign in PersistIQ.
Float tasks automatically generate HubSpot tasks while enrolling the associated prospect into a PersistIQ campaign.
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If a HubSpot contact is created, create a person in Float and add a prospect in PersistIQ.
New HubSpot contacts automatically provision a team member in Float and generate an outreach prospect in PersistIQ.
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Turn every won HubSpot deal into a project in Float, create a prospect in PersistIQ, and create a follow-up task in Asana.
Won deals in HubSpot launch a project in Float, set up a PersistIQ prospect, and create an Asana kickoff task.
Supported triggers and actions for Float and PersistIQ
Mix and match to build the exact automation you need
Float Triggers & Actions
PersistIQ Triggers & Actions
What can you automate with Float + PersistIQ?
Streamline your resource planning and outreach workflows with reliable, automated triggers and actions.
🔄
Sync new team members into outreach campaigns
Automatically create a PersistIQ prospect whenever a new person is added in Float, ensuring your outreach and scheduling tools stay perfectly synchronized.
📋
Capture every submitted prospect detail
Map all available contact fields and campaign parameters into your Float tasks and project logs instead of just basic names and email addresses.
🔔
Notify your team the moment prospects arrive
Send instant alerts to your team channels whenever a new prospect is created in PersistIQ or a scheduling task is assigned in Float.
🔀
Route records based on submitted criteria
Trigger different campaign enrollments or task priorities in PersistIQ and Float depending on department or project requirements.
⏱️
Keep project schedules and statuses updated
Automatically update task statuses in Float when prospect milestones change in PersistIQ, eliminating manual status updates.
🔍
Search and update instead of creating duplicates
Check existing records before creating new entries, ensuring your prospects and project tasks remain clean and duplicate-free.
📌
Handle later status changes and time logs
Trigger automated updates whenever logged time, time off, or project milestones are modified across your scheduling environment.
🔌
Extend your workflow to external collaboration apps
Connect your core Float and PersistIQ automation to Slack, Google Sheets, or Asana to keep cross-functional teams in the loop.
And much more...
Who is Float + PersistIQ integration for?
Connecting Float and PersistIQ helps operations teams, sales managers, and project leaders automate prospect outreach and resource management without manual data entry.
Performance marketers
Project coordinators
Client success leads
Sales development reps
Resource planners
Finance directors
📈
Performance marketers
You're tracking outreach campaigns across multiple channels but your resource reports only update when someone manually exports tasks, so the utilization numbers you're optimising against are always a few hours behind — with this integration, every new project record lands instantly and your data stays current.
⚡
Project coordinators
You need to assign team members immediately when prospects convert, but you find out about new deals too late to plan workloads effectively — automating both apps means every prospect triggers scheduling tasks instantly so your team starts planning without delays.
🤝
Client success leads
You answer to clients who want to see campaign progress and resource allocation, but compiling status reports takes hours of copying data between tools — this integration means every project and prospect update flows automatically into your tracking views.
📊
Sales development reps
The volume of inbound leads is too high for anyone to keep up by hand, resulting in missed follow-ups and delayed outreach — integrating these apps means every new prospect triggers automated campaigns and scheduling tasks without manual effort.
⚙️
Resource planners
You own project scheduling and depend on sales teams to hand over account details, but information often gets lost in transit — connecting these apps means every prospect and task is created upstream automatically so your scheduling queue is always accurate.
💼
Finance directors
You need a reliable history of team hours and billable projects, but manual logging leaves frustrating gaps in your financial audit trails — with this integration, logged time and project records sync seamlessly to give you complete visibility.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Float + PersistIQ
Build and manage your Float + PersistIQ automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Float + PersistIQ with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Float + PersistIQ Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
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😐
750 Tasks
in $19.99
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😍
2,000 Tasks
in $19.99
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Frequently Asked Questions
How do I connect Float to PersistIQ?
You can connect Float to PersistIQ in 1-click using ready-made templates on Integrately, or ask Integrately AI to build the automation and map the fields for you alongside Hubspot, Slack, and Gmail.
Can I automatically create PersistIQ prospects from new Float team members?
Can I connect Float, PersistIQ, and Google Sheets?
What is a good Zapier alternative for Float and PersistIQ?
How does Float handle new person records during automation?
Can PersistIQ trigger tasks in Float when new prospects arrive?
Do I need coding skills to automate Float and PersistIQ?
Is the Float and PersistIQ integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
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