iClosed + Orsay

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 Booked
Triggers when a new call is scheduled in iClosed.
TriggerInstant
automatically do this!
Create Lead for Sequence
Creates a Lead for a given sequence
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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- 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
- OrganizationRequired
- ActionRequired
Trigger
Instant
Try It
- First NameRequired
- Last Name
- Phone NumberRequired
- OrganizationRequired
- SequenceRequired
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
Try It
- TriggerRequired
Trigger
Instant
Try It
- OutcomeRequired
Trigger
Instant
Try It
- 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 NameRequired
- Last Name
- Phone NumberRequired
- OrganizationRequired
Action
Write

About iClosed

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

Learn more

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.

Related categories

AI Tools

iClosed + Orsay

Generate new Orsay leads from booked calls in iClosed

Supported triggers and actions

Contact Custom Field Updated

Call Cancelled

Call Rescheduled

Note Added

Call Booked

Transaction Synced

Update Contact Custom Field

Cancel Call

Create Note

Update Contact

Search Contact

Search Transaction

Lead Action

Create Lead for Sequence

Setter Owner Assigned

Call Outcome

Contact by Status

Contact Updated

Appointment Setting Outcome

Add Call Outcome

Assign Setter Owner

Create Contact

Create Transaction

Search Custom Fields

Search Call

Search Users

Create Lead

About iClosed

Related categories

About Orsay

Related categories