iClosed + Ontraport

Manage new or updated iClosed contacts by creating or updating them in Ontraport

Streamline your contact management process with this seamless workflow. Whenever a contact status updates in iClosed, the details of the contact are immediately updated or newly created within Ontraport. This saves you from manually re-entering data, ensuring all of your contact information across both platforms are up-to-date and consistent. Harness this workflow to consolidate your contact management, reducing errors and increasing efficiency.

When this happens...
Contact by StatusTriggers when contact status is changed on every step of it's scheduler journey
TriggerInstant
automatically do this!
Create or Update ContactCreates or updates a contact in Ontraport.
ActionWrite

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More things you can do with iClosed and Ontraport

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

- Custom Field ID
  Required
Trigger
Instant
Try It
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
Try It
- 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
- Form
  Required
Trigger
Instant
Try It
- Tag
  Required
- Object Type
  Required
Trigger
Instant
Try It
- Tag
  Required
- Object Type
  Required
Trigger
Instant
Try It
- Email
- Last Name
- First Name
- Address
- City
- State
- Zip Code
- Address Line 2
- Country
- Office Phone
- SMS Number
- Birthday
- Title
- Fax
- Website
- Company
- First Campaign
- First Content
- First Lead Source
- First Medium
- First Term
- Last Campaign
- Last Content
- Last Lead Source
- Last Medium
- Last Term
- Facebook
- Instagram
- Twitter
- Linkedin
- Profile Image
- Sequence
- Tags Information
- Tag
Action
Write
- Search
  Required
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
New Contact
Triggers when a new contact is added to Ontraport.
Trigger
Polling
Try It
- Product Id
  Required
Trigger
Instant
Try It
- Product Id
  Required
Trigger
Instant
Try It
- Contact
  Required
- Tags
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

About iClosed

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

Learn moreLearn moreHelpHelp

Related categories

Scheduling & Booking

About Ontraport

An all-in-one business and marketing platform designed for information marketers, experts, and coaches.

Learn moreLearn moreHelpHelp

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Marketing Automation

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