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PersistIQ · Google Sheets Guide

Remove Closed or Won Leads From a PersistIQ Campaign Using a Google Sheet

2026-05-14
5 min read

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 a Google Sheet. Column A has the PersistIQ lead IDs, pulled from an earlier export. Column B is blank, waiting for the removal status.

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 Google Sheet. It reads the lead IDs, calls the PersistIQ API to remove each one from the specified campaign, and writes the result back to column B so you have a clear before-the-send audit trail.

For each lead ID in column A of the 'Won Deals' sheet, remove them from PersistIQ campaign ID 3390 and write the removal status in column B

What You Get

  • Column B 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 sheet has emails instead of lead IDs

The export from Salesforce only has email addresses, not PersistIQ lead IDs.

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

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 column A of the 'Won Deals' sheet, fetch the list of campaigns they're currently enrolled in, remove them from all active campaigns, and write the campaign names and removal statuses into column B

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 column A of the 'Won Deals' sheet, remove them from campaign ID 3390 without deleting the lead record, and write REMOVED FROM CAMPAIGN or FAILED into column B

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 column A of the 'Won Deals' sheet, remove them from PersistIQ campaign IDs 3390, 4210, and 4821 — write a separate status for each campaign removal in columns B, C, and D

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 a Google Sheet 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.

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