The Scenario
It is 9 AM on a Tuesday and you are staring at an Excel workbook with 350 rows — every inbound trial signup from the last campaign sprint. Your job right now is to get all of them into PersistIQ as leads and enrolled in the "Trial Nurture" sequence before the SDR team's morning standup.
The bad version:
- Save the worksheet as a CSV, import it into PersistIQ, spend 15 minutes reconciling column names that don't match the expected field keys
- Discover that 40 rows have emails that failed PersistIQ's format check — download the error report, fix the workbook, re-export, re-import
- Go back and manually enroll the successfully created leads into the campaign, which is a separate step that PersistIQ does not tie to the import
The standup starts in 45 minutes. You are not a developer. You are not building an API integration. Your job is to get these people into the sequence — not to become an expert in PersistIQ's import quirks.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook, understands what you're looking at, and through its built-in PersistIQ integration it creates leads and enrolls them in campaigns without any import dialogs, field mapping, or CSV exports.
Read contacts from the Excel table 'NewLeads', create them in PersistIQ (up to 10 per batch), skip duplicates, and add each one to the 'Q2 Outbound' campaign — write SUCCESS or FAILED into column E
What You Get
- Each successfully created lead gets its PersistIQ lead ID written into column E
- Duplicates are skipped — not errored out — and marked DUPLICATE in column E
- Each lead that was created successfully is enrolled in the target campaign
- Rows where the email failed validation get FAILED written in column E with the error reason
What If the Data Is Not Quite Ready
The emails are in mixed case and some have trailing spaces
PersistIQ is picky about email format. Before creating leads, normalize the addresses.
In the 'NewLeads' table, trim whitespace from the email column and lowercase all email addresses, then take every row with a valid email and bulk-create them as PersistIQ leads with duplicate checking on, enrolling each into the 'Q2 Outbound' campaign
The workbook has a "source" column and you only want leads from one source
You don't want everyone in the nurture sequence — just the ones who came in through the product trial form.
Take only rows in the 'NewLeads' table where the source column equals "product-trial", create them as PersistIQ leads, and enroll each into the 'Q2 Outbound' campaign — write the result in the last column
The workbook has duplicate emails across multiple rows
Some signups came through twice — different form submissions, same email. You want one lead per email.
Deduplicate the 'NewLeads' table by email address, keeping the first occurrence of each, then bulk-create PersistIQ leads from the deduplicated set and enroll them in the 'Q2 Outbound' campaign — write lead ID or SKIPPED into the result column
The data is scattered across three worksheets and you want one import pass
Different SDRs dropped leads into different sheets this week. You want to combine them and run one clean import.
Combine all rows from the 'Sheet1', 'Sheet2', and 'Sheet3' worksheets (same column structure: first_name, last_name, email, company), deduplicate by email, create them as PersistIQ leads with duplicate checking on, and enroll each into the 'Q2 Outbound' campaign — write the enrollment status into a new column on each source sheet
The pattern across all of these: describe the cleaning step and the action in the same prompt. SheetXAI handles both without requiring you to run two separate operations.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook with any list of inbound contacts, then ask it to create PersistIQ leads and enroll them in your sequence. When you're done importing, the export-leads-by-status article shows how to pull them back out once they've moved through the funnel — or see the full overview for all PersistIQ tasks.