iClosed + Ortto
Create new records in Ortto when contact strategy calls are booked in iClosed
Boost your business productivity by seamlessly linking your iClosed and Ortto apps. With this automation in place, whenever a Contact Strategy Call is booked in iClosed, a corresponding record is instantly created in Ortto. This process helps you stay organized and efficient, saving time and reducing manual data entry.
Boost your business productivity by seamlessly linking your iClosed and Ortto apps. With this automation in place, whenever a Contact Strategy Call is booked in iClosed, a corresponding record is instantly created in Ortto. This process helps you stay organized and efficient, saving time and reducing manual data entry.
- When this happens...Contact Call Booked
Triggers when a new call is scheduled in iClosed.
- automatically do this!Create Record
Search your Ortto data for a record based on the provided field or optionally create one if none is found.
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Call Cancelled
Triggers when a call is cancelled by an Invitee or by a Closer.
Try ItCall Rescheduled
Triggers when an upcoming call is rescheduled to a new date.
Try ItContact Disqualified
Triggers when a disqualified contact is created in your iClosed account.
Try ItQualified Contact Trigger
Triggers when a qualified contact/lead is created in your iClosed account.
Try It