iClosed + LeadConnector

Update LeadConnector contacts when new data intelligences occur in iClosed

Once significant data intelligence events occur in iClosed, seamlessly add or update contact details in LeadConnector. This streamlined workflow is pivotal in ensuring your leads are always current and without the need for manual entry or updates. Consequently, it frees up essential time, allowing you to focus on lead nurturing and conversion.

When this happens...
Data Intelligence
Triggers when email, phone is validated or credit score is calculated
TriggerInstant
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Add/Update Contact
Adds or updates an existing contact.
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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- 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
- 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
- Workflow 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

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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- 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
- 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

About iClosed

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

Learn more

Related categories

Scheduling & Booking

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.

Learn more

Related categories

Marketing Automation

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iClosed + LeadConnector

Update LeadConnector contacts when new data intelligences occur in iClosed

Contact Custom Field Updated

Call Cancelled

Call Rescheduled

Note Added

Contact Updated

Appointment Setting Outcome

Add Call Outcome

Assign Setter Owner

Create Contact

Create Transaction

Search Custom Fields

Search Call

Search Users

Add/Update Contact

Add Lead to Workflow

Add Task

Setter Owner Assigned

Call Outcome

Contact by Status

Data Intelligence

Call Booked

Transaction Synced

Update Contact Custom Field

Cancel Call

Create Note

Update Contact

Search Contact

Search Transaction

Pipeline Stage Changed

Add/Update Opportunity

Stop All Workflows for Lead

About iClosed

Related categories

About LeadConnector

Related categories

Similar apps

Zapier Forms

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