The Scenario
You are a RevOps engineer two weeks into a Salesforce field-mapping project. The goal: sync PersistIQ lead data into Salesforce so the AE team stops maintaining two separate systems. Before you can build the mapping, you need to know exactly what fields exist in PersistIQ — their API keys, display names, and types.
Your manager told you the field list is "somewhere in the PersistIQ docs." You've been clicking through the PersistIQ UI and the API reference for 40 minutes and you have a partial list in a notes file that you're not confident is complete.
The bad version:
- Keep digging through the API docs, cross-referencing with what you see in the PersistIQ lead form UI
- Manually copy each field key and display name into a spreadsheet, guessing at types from the docs
- Come back next week to update it when you realize you missed three custom fields that were added six months ago
This isn't the project. The project is the Salesforce mapping. This is the prerequisite that shouldn't take two days.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It calls the PersistIQ API, pulls the complete lead field schema and all defined statuses, and writes them to structured tabs so your mapping doc is ready to work with.
Fetch all PersistIQ lead fields and all lead statuses and write them to two tabs: 'Lead Fields' (with field name and type) and 'Lead Statuses' (with status name)
What You Get
- A "Lead Fields" tab with one row per field: display name and field type
- A "Lead Statuses" tab with every defined lead status value
- Both standard fields and any custom fields your account has configured
- A reference document you can share with the Salesforce admin immediately
What If the Data Is Not Quite Ready
You need the API field key, not just the display name
The Salesforce mapping needs the exact API key used in PersistIQ's JSON responses, not the human-readable label.
Fetch all PersistIQ lead fields and write them to the 'Lead Fields' sheet with three columns: display name, API field key, and field type
You want to match PersistIQ fields to HubSpot property names in the same sheet
The field-mapping project spans two CRMs. You want PersistIQ fields on the left and a blank "HubSpot Property" column next to each for the team to fill in.
Pull the PersistIQ lead field schema and write it to the Excel sheet 'Field Map' so I can match each field to our HubSpot property names — include field key and display name
You want to know which fields are required versus optional
The Salesforce sync needs to know which PersistIQ fields must be populated on every lead record.
Fetch all PersistIQ lead fields and write name, API key, type, and whether the field is required into the 'Lead Fields' sheet — sort required fields to the top
You want a complete data dictionary including both fields and statuses with notes columns
The mapping doc will be reviewed by three people. You want a structured reference with room for each person to add notes.
Fetch all PersistIQ lead fields and all lead statuses. Write lead fields to Sheet1 with columns: display name, API key, field type, and a blank 'Salesforce Mapping' column. Write statuses to Sheet2 with columns: status name and a blank 'Notes' column. Add a header row to each sheet.
Having the field schema and status list in one document cuts the back-and-forth between the RevOps engineer and the Salesforce admin in half.
Try It
Get the 7-day free trial of SheetXAI and open a fresh Google Sheet, then ask it to pull the PersistIQ lead field schema into a structured reference tab. Once your mapping is done, the bulk-import-prospects spoke shows how to use those same fields to push data back in cleanly.