iClosed + LeadConnector

Create new LeadConnector opportunities when potential contacts are detected in iClosed

Improve your sales process by seamlessly integrating iClosed and LeadConnector. When potential contacts are identified within the iClosed app, this workflow will efficiently add or update the opportunities in the LeadConnector app. It's the perfect solution to ensure that no potential customer slips through the cracks while enhancing your lead management efficiency.

When this happens...
Potential Contact Trigger
Triggers when a potential contact/lead is created in your iClosed account.
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

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Supported triggers and actions

Call Cancelled
Triggers when a call is cancelled by an Invitee or by a Closer.
Trigger
Instant
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Call Rescheduled
Triggers when an upcoming call is rescheduled to a new date.
Trigger
Instant
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Contact Disqualified
Triggers when a disqualified contact is created in your iClosed account.
Trigger
Instant
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Qualified Contact Trigger
Triggers when a qualified contact/lead is created in your iClosed account.
Trigger
Instant
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Contact Call Booked
Triggers when a new call is scheduled in iClosed.
Trigger
Instant
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- Contact EmailRequired
- Contact First Name
- Contact Last Name
- Contact Phone Number
- Order Time
- Order Value
- Product Name
- Tag
Action
Write
- In PipelineRequired
- Moved to Stage
Trigger
Instant
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- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

Call Outcome
Triggers when an outcome of a call is added in iClosed.
Trigger
Instant
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Contact Detail Changed
Triggers when a contact is updated.
Trigger
Instant
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Potential Contact Trigger
Triggers when a potential contact/lead is created in your iClosed account.
Trigger
Instant
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- Contact Status
Trigger
Instant
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- First Name
- Last Name
- EmailRequired
- Phone Number
- Tag
- Event Name
Action
Write
- Email
- Phone Number
Action
Search
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Campaign IDRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write