iClosed + Ortto

iClosed + Ortto integrations

Create new Ortto records from qualified contacts in iClosed

Streamline your lead management workflow with this efficient process. When a qualified contact is identified in iClosed, it immediately creates a new record in Ortto. This seamless connection saves time, eliminating the need to manually transfer data between the two applications, and ensures all details are accurately recorded, enhancing your customer relationship management efforts.

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
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- 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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