1.Monitors qualified contact status
Integrate iClosed to monitor configured status and pull core applicant fields into your workflow.
Add qualified booking applicants to your retargeting audience
Automatically monitor contact reaching configured status across iClosed, Close, and Facebook Custom Audiences. Create and update records and audiences when status changes, qualified contacts arrive, or intake answers completeβso you can update CRM, attach notes, and retarget without manual data entry.
How this automation grows your retargeting audience with qualified leads
When contact reaches configured status, leads and intake context can be scattered and retargeting can lag. This automation pulls applicant fields, updates your CRM and notes, and adds their email to Facebook Custom Audiencesβso your team can act fast.
iClosedor swap with your favorite app
2.Finds lead by email
Integrate Close and CRM lookup tools to match leads by email and map source contact details.
Closeor swap with your favorite app
3.Updates lead stage and fields
Integrate Close and CRM field mapping to update the configured stage and add key submission fields.
4.Creates an intake note
Integrate Close and note-taking tools to attach intake answers to the lead for rep context.
5.Adds email to custom audience
Integrate Facebook Custom Audiences and email audience targeting tools to add qualifying emails for retargeting.
Facebook Custom Audiencesor swap with your favorite app
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