iClosed + SetSmart

iClosed + SetSmart integrations

Manage new iClosed calls by importing as contacts in SetSmart

Once a call is booked in iClosed, this workflow instantly transports the new contact information over to SetSmart. As a result, your contact list in SetSmart stays up-to-date without having to manually transfer details. This seamless transition helps streamline your operations, saving valuable time and enhancing communication efficiency.

When this happens...
Call BookedTriggers when a new call is scheduled in iClosed.
TriggerInstant
automatically do this!
Import New ContactImport a new lead into SetSmart and send him a template message.
ActionWrite

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More things you can do with iClosed and SetSmart

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

- 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
Lead Answered
Triggers when a lead answers to the AI for the first time.
Trigger
Polling
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Lead Unqualified
Triggers when a lead has been unqualified.
Trigger
Polling
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Lead Qualified
Triggers when a lead has been successfully qualified.
Trigger
Polling
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- Phone Number
- Email
- Tags
Action
Write
- Name
- Email
- Phone Number
  Required
- Template Message to Send (if none sends default)
- Assistant ID
- Tag
- AI Status
- Variable 1
- Variable 2
- Variable 3
- Notes
Action
Write
- Contact ID
- Phone Number
- Email
Action
Write
- Phone Number
- Email
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
AI Switched Off
Triggers when the AI is switched off for a specific lead.
Trigger
Polling
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New Resume for Lead
Triggers when an AI resume has been generated for a lead.
Trigger
Polling
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Lead Accepts to Book a Sales Call
Triggers when a lead has accepted to book a sales call.
Trigger
Polling
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Failed Message
Triggers when the lead fails to receive a message.
Trigger
Polling
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- Contact ID
  Required
Action
Write
- Contact ID
  Required
- Template Name
  Required
- Assistant ID
- Scheduled Time
- Tags
- AI Status
- Variable 1
- Variable 2
- Variable 3
Action
Write
- Email
- Phone
- Notes
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 SetSmart

SetSmart is the AI assistant that automates lead engagement and books your sales calls effortlessly.

HelpHelp

Related categories

AI Assistants

Related Zap Templates

Update SetSmart leads to 'booked' when new calls are booked in iClosed

Cancel calls in iClosed when leads become unqualified in SetSmart