The Scenario
It is 9 AM on a Tuesday and you are staring at a Google Sheet 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:
- Export the sheet 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 sheet, 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 Google Sheet. It reads the sheet, 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.
Take every row in Sheet1 (columns: first_name, last_name, email, company), bulk-create them as PersistIQ leads with duplicate checking on, then enroll each returned lead ID into campaign ID 4821
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 campaign 4821
- 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 Sheet1, trim whitespace from column C 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 campaign 4821
The sheet 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 Sheet1 where column D equals "product-trial", create them as PersistIQ leads (columns: first_name in A, last_name in B, email in C, company in E), and enroll each into campaign ID 4821 — write the result in column F
The sheet has duplicate emails across multiple rows
Some signups came through twice — different form submissions, same email. You want one lead per email.
Deduplicate Sheet1 by column C (email), keeping the first occurrence of each address, then bulk-create PersistIQ leads from the deduplicated set and enroll them in campaign 4821 — write lead ID or SKIPPED into column F
The data is scattered across three tabs and you want one import pass
Different SDRs dropped leads into different tabs this week. You want to combine them and run one clean import.
Combine all rows from Sheet1, Sheet2, and Sheet3 (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 campaign 4821 — write the campaign enrollment status into a new column on each source tab
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 a Google Sheet 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.