iClosed + Ortto

iClosed + Ortto integrations

Record disqualified contacts from iClosed in Ortto instantly

Streamline your sales process with this efficient workflow. When a contact gets disqualified in iClosed, this automation promptly updates the record in Ortto, keeping your database clean and current. This helps you maintain accurate customer records without lifting a finger, giving you more time to focus on qualified leads.

When this happens...
Contact UpdatedTriggers when a contact is updated.
TriggerInstant
automatically do this!
Create RecordSearch your Ortto data for a record based on the provided field or optionally create one if none is found.
ActionWrite

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More things you can do with iClosed and Ortto

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

- 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
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- 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
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- 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
- Record Type
  Required
- Fields
  Required
Trigger
Instant
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- Record Type
  Required
- Event
  Required
Trigger
Instant
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- Record Type
  Required
- Update By
  Required
Action
Write
- Operation
  Required
- Record Type
  Required
- Search By
  Required
Action
Write
- Record Type
  Required
- Search By
  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
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- Trigger
  Required
Trigger
Instant
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- Event Type
  Required
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 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
- Choose an activity
  Required
Trigger
Instant
Try It
- Record Type
  Required
Trigger
Instant
Try It
- Custom Activity
  Required
- Search By
  Required
Action
Write
- Search By
  Required
Action
Write
- Search By
  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 Ortto

Grow your brand faster with a customer data and marketing automation platform designed for businesses who sell online.

Learn moreLearn moreHelpHelp

Related categories

Marketing

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