iClosed + systeme.io

iClosed + systeme.io integrations

Manage new iClosed potential contacts by creating or updating contacts, including tags, in systeme.io

Manage your contacts seamlessly with this workflow. When a new potential contact is identified in iClosed, this automation will immediately create or update the contact in Systeme.io, while also adding relevant tags. This process ensures your contact information is well-organized and up-to-date, improving efficiency in your customer relationship management.

When this happens...
Contact UpdatedTriggers when a contact is updated.
TriggerInstant
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Create or Update a Contact, Including Adding TagsCreates or updates a contact, including adding tags
ActionWrite

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More things you can do with iClosed and systeme.io

Discover other triggers and actions you can use with iClosed and systeme.io

- 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
- Funnel
  Required
- Funnel Step
  Required
Trigger
Instant
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- Funnel
  Required
- Funnel Step
  Required
Trigger
Instant
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- Tag
  Required
Action
Write
- Tag
  Required
- Contact email
  Required
Action
Write
- Campaign
  Required
Action
Write

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
- Campaign
  Required
Trigger
Instant
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- Funnel
  Required
- Funnel Step
  Required
Trigger
Instant
Try It
- Tag
  Required
Trigger
Instant
Try It
- Course
  Required
- Access Type
  Required
Action
Write
- Course
  Required
- Contact email
  Required
Action
Write
- Campaign
  Required
- Contact email
  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 systeme.io

Systeme.io allows you to build sales funnels, send emails and automate your entire business.

Learn moreLearn moreHelpHelp

Related categories

Marketing

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iClosed + systeme.io

iClosed + systeme.io

Manage new iClosed potential contacts by creating or updating contacts, including tags, in systeme.io

More things you can do with iClosed and systeme.io

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