1.Detect new call scheduled
Integrate iClosed and booking scheduling tools to watch for new call scheduled events and start the alert workflow.
When sales calls are scheduled but context is missing, urgent prep slips and reps miss key lead info. This automation monitors call scheduling in iClosed, filters and formats booking details, and posts Slack alerts with a lead linkβso your team can prepare faster.
Integrate iClosed and booking scheduling tools to watch for new call scheduled events and start the alert workflow.
Integrate Filter by Zapier and routing rules to continue only for qualifying booking types based on the event type.
Integrate Formatter by Zapier and date formatting tools to convert the booking start time into a local readable date.
Integrate Delay by Zapier and workflow timing tools to wait two minutes before sending so lookups can complete.
Integrate Close and CRM lookup tools to search for a lead by invitee email and return a profile URL.
Integrate Slack and team messaging tools to send the channel message with invitee info, date, and the lead link.
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Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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