iClosed + Instantly

Update lead status in Instantly when new calls are booked in iClosed

Manage your leads more effectively with this workflow. With this setup, whenever you book a call in iClosed, the lead status will be updated promptly in Instantly. This assures a well-organized lead management system, saving you time and enhancing communication with your potential clients.

When this happens...
Call Booked
Triggers when a new call is scheduled in iClosed.
TriggerInstant
automatically do this!
Update Lead Status
Update a lead's status
ActionWrite

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Supported triggers and actions

- Custom Field IDRequired
Trigger
Instant
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Call Cancelled
Triggers when a call is cancelled by an Invitee or by a Closer.
Trigger
Instant
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- Event TypeRequired
Trigger
Instant
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Note Added
Triggers when a note is added.
Trigger
Instant
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- Event TypeRequired
Trigger
Instant
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Transaction Synced
Triggers when a transaction is synced with a Deal.
Trigger
Instant
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- Contact ID
- Custom Field ID
Action
Write

- Event Call IDRequired
- Cancel Reason
Action
Write
- Contact IDRequired
- NotesRequired
Action
Write
- Contact IDRequired
- First Name
- Last Name
- Email
- Phone Number
- Secondary Email
- Secondary Phone Number
- Status
Action
Write
- Email
- Phone Number
Action
Search
- Name
- Synced
- Email
- Phone Number
- Source
- Value
Action
Search
- Campaign
- Event Type
Trigger
Instant
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- CampaignRequired
- TagRequired
Action
Write
- CampaignRequired
- Ignore if lead exists in other campaigns
- Launch campaign if it is paused or completed
- Email addressRequired
- First Name
- Last Name
- Company Name
- Personalization
- Custom Variables
Action
Write
- Campaign
- Email AddressRequired
Action
Write
- CampaignRequired
- TagRequired
Action
Write
- Lead EmailRequired
- Campaign
Action
Search

Setter Owner Assigned
Triggers when a setter owner is assigned to a contact
Trigger
Instant
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- Call OutcomeRequired
- Trigger When Outcome is:
Trigger
Instant
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- Final StatusRequired
- Wait for X Seconds
- Send Last Active Status?
Trigger
Instant
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- TriggerRequired
Trigger
Instant
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- OutcomeRequired
Trigger
Instant
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- Event Call IDRequired
- OutcomeRequired
- Notes
Action
Write
- Contact IDRequired
- User IDRequired
Action
Write
- First Name
- Last Name
- EmailRequired
- Phone Number
- Tag
- Event Name
Action
Write
- Contact EmailRequired
- Contact First Name
- Contact Last Name
- Contact Phone Number
- Transaction Time
- Transaction Value
- Product Name
Action
Write
- Name
- Type
- Input Type
Action
Search
- Contact IDRequired
- Start Date
- Type
- Closer ID
Action
Search
- Email
- Phone Number
Action
Search
- Email accountsRequired
- TagRequired
Action
Write
- Email or domainRequired
Action
Write
- Tag LabelRequired
- Tag Description
Action
Write
- Email accountsRequired
- TagRequired
Action
Write
- CampaignRequired
- Email addressRequired
- New StatusRequired
Action
Write

About iClosed

iClosed is a sales analytics & scheduler platform that helps you scale your business.

Learn more

Related categories

Scheduling & Booking

About Instantly

Instantly is an email automation platform that helps scale outreach campaigns.

Learn more

iClosed + Instantly

Update lead status in Instantly when new calls are booked in iClosed

Contact Custom Field Updated

Call Cancelled

Call Rescheduled

Note Added

Call Booked

Transaction Synced

Update Contact Custom Field

Cancel Call

Create Note

Update Contact

Search Contact

Search Transaction

New Event

Add Tags to Campaigns

Add Lead to Campaign

Remove Lead From Campaign

Remove Tags From Campaigns

Find Lead

Setter Owner Assigned

Call Outcome

Contact by Status

Contact Updated

Appointment Setting Outcome

Add Call Outcome

Assign Setter Owner

Create Contact

Create Transaction

Search Custom Fields

Search Call

Search Users

Add Tags to Accounts

Add to Blocklist

Create a New Tag

Remove Tags From Accounts

Update Lead Status

About iClosed

Related categories

About Instantly

Related categories