The Scenario
You closed 80 deals last quarter. Your RevOps team has already updated Salesforce, but nobody told PersistIQ. Tonight at 6 PM, the "Cold Outreach" sequence fires its next touch — and unless you remove those 80 contacts first, your freshly signed customers are about to get a cold email asking if they've heard of your product.
You have the list in an Excel workbook. The lead IDs are in the first column, pulled from an earlier export. The status column is blank, waiting for the removal result.
The bad version:
- Open PersistIQ, go to the campaign, search for the first lead, click remove, confirm
- Repeat 80 times
- Lose track around lead 40, second-guess whether you already removed someone, search again to check
- Finish 45 minutes later, not entirely confident you got them all
The sequence fires in four hours.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the lead IDs, calls the PersistIQ API to remove each one from the specified campaign, and writes the result back to the workbook so you have a clear before-the-send audit trail.
Read the Excel table 'Disqualified Leads', look up each lead by email in PersistIQ, then remove them from the 'Summer Outbound' campaign in one pass — write the result in the last column
What You Get
- The result column filled with REMOVED, NOT IN CAMPAIGN, or FAILED for every row
- Leads who were already removed before you ran this get NOT IN CAMPAIGN — not an error
- Leads where the API call failed get FAILED with the reason so you can investigate
What If the Data Is Not Quite Ready
The workbook has lead IDs instead of emails
You exported from PersistIQ previously and have the internal lead IDs already.
For each lead ID in the first column of the 'Won Deals' worksheet, remove them from PersistIQ campaign ID 3390 and write the removal status in the next column
Some contacts are in multiple campaigns and you want to remove them from all active ones
Closed-won contacts should be suppressed everywhere, not just from one sequence.
For each lead ID in the first column of the 'Won Deals' worksheet, fetch the list of campaigns they're currently enrolled in, remove them from all active campaigns, and write the campaign names and removal statuses in the adjacent columns
You want to keep the contacts as leads in PersistIQ but just stop the campaign emails
Removing from a campaign is different from deleting the lead. You want to preserve the record but stop the outreach.
For each lead ID in the first column of the 'Won Deals' worksheet, remove them from campaign ID 3390 without deleting the lead record, and write REMOVED FROM CAMPAIGN or FAILED in the result column
You need to do this for three campaigns at once before tonight's send
You've been running parallel outreach — all three need the same suppression pass.
For each lead ID in the first column of the 'Won Deals' worksheet, remove them from PersistIQ campaign IDs 3390, 4210, and 4821 — write a separate status for each campaign removal in the next three columns
Running all three in one prompt means you're not coming back to repeat the process for each campaign individually.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook with your closed-won or disqualified lead IDs, then ask it to remove them from the active campaign before your next send cycle. The bulk-update-lead-statuses spoke covers the companion step — pushing the "Do Not Contact" status update so those leads stay suppressed going forward.