iClosed + LeadMetrics

iClosed + LeadMetrics integrations

Create new leads in LeadMetrics for booked calls in iClosed

Easily manage your leads with this efficient, timesaving workflow. When an appointment is scheduled within the iClosed app, this process swiftly creates a new lead within LeadMetrics. This streamlines your sales process, enabling your team to follow-up quickly and stay organized without any extra effort.

When this happens...
Call BookedTriggers when a new call is scheduled in iClosed.
TriggerInstant
automatically do this!
Create LeadCreates a new lead or updates an existing one.
ActionWrite

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More things you can do with iClosed and LeadMetrics

Discover other triggers and actions you can use with iClosed and LeadMetrics

- Custom Field ID
  Required
Trigger
Instant
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Call Cancelled
Triggers when a call is cancelled by an Invitee or by a Closer.
Trigger
Instant
Try It
- Event Type
  Required
Trigger
Instant
Try It
Note Added
Triggers when a note is added.
Trigger
Instant
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- Trigger
  Required
Trigger
Instant
Try It

- Outcome
  Required
Trigger
Instant
Try It
- Event Call ID
  Required
- Outcome
  Required
- Notes
Action
Write

- Contact ID
  Required
- User ID
  Required
Action
Write
- First Name
- Last Name
- Email
  Required
- Phone Number
- Tag
- Event Name
Action
Write
- Contact Email
  Required
- Contact First Name
- Contact Last Name
- Contact Phone Number
- Transaction Time
- Transaction Value
- Product Name
Action
Write
- Name
- Type
- Input Type
Action
Search
- Contact ID
  Required
- Start Date
- Type
- Closer ID
Action
Search
- Email
- Phone Number
Action
Search
- Dashboard
  Required
- Status
  Required
- Currency
- Amount
  Required
- E-Mail
- Phone Number
- Lm Session Id
- Stage
- Reference Id
Action
Write
- Dashboard
  Required
- Amount
  Required
- Currency
- Date
- E-Mail
- Phone Number
- Is Refunded
- Refunded Amount
- Refund Date
- Reference Id
Action
Write
- Lead Id
- E-Mail
- Phone Number
Action
Search

Setter Owner Assigned
Triggers when a setter owner is assigned to a contact
Trigger
Instant
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- Call Outcome
  Required
- Trigger When Outcome is:
Trigger
Instant
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- Final Status
  Required
- Wait for X Seconds
- Send Last Active Status?
Trigger
Instant
Try It
- Trigger
  Required
Trigger
Instant
Try It
- Event Type
  Required
Trigger
Instant
Try It
Transaction Synced
Triggers when a transaction is synced with a Deal.
Trigger
Instant
Try It
- Contact ID
- Custom Field ID
Action
Write
- Event Call ID
  Required
- Cancel Reason
Action
Write
- Contact ID
  Required
- Notes
  Required
Action
Write
- Contact ID
  Required
- 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
- Dashboard
  Required
- Custom Metric
  Required
- Value
  Required
- E-Mail
- Phone Number
- Lm Session Id
- Date
Action
Write
- Dashboard
  Required
- E-Mail
- Phone Number
- Source
- First Name
- Last Name
- Lm Session Id
Action
Write
Get Dashboards
Gets all dashboards for the authorised user.
Action
Write

About iClosed

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

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Related categories

Scheduling & Booking

About LeadMetrics

LeadMetrics is a tool to keep track of your lead campaigns, simplifies reporting and displays all relevant KPIs in a clear dashboard.

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Related categories

Social Media Marketing