iClosed + Orsay

iClosed + Orsay integrations

Generate new Orsay leads from booked calls in iClosed

When a call is booked in the iClosed app, this handy workflow creates a lead in the Orsay app, streamlining your lead management process. You no longer have to manually transfer details between the two platforms, saving you valuable time and allowing you to focus on nurturing your leads. Enhance your efficiency and ensure none of your valuable leads slip through the cracks with this seamless integration.

When this happens...
Call BookedTriggers when a new call is scheduled in iClosed.
TriggerInstant
automatically do this!
Create Lead for SequenceCreates a Lead for a given sequence
ActionWrite

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More things you can do with iClosed and Orsay

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

- 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
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Note Added
Triggers when a note is added.
Trigger
Instant
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- Trigger
  Required
Trigger
Instant
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- 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
- First Name
  Required
- Last Name
- Phone Number
  Required
- Organization
  Required
Action
Write

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
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- Trigger
  Required
Trigger
Instant
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- Event Type
  Required
Trigger
Instant
Try It
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 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
- Organization
  Required
- Action
  Required
Trigger
Instant
Try It
- First Name
  Required
- Last Name
- Phone Number
  Required
- Organization
  Required
- Sequence
  Required
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 Orsay

Orsay AI streamlines your sales process by intelligently engaging leads and qualifying them — all in real time. Boost efficiency with our AI-powered automation.

HelpHelp

Related categories

AI Assistants