1.Detects new discovery call scheduled
Integrate iClosed to detect each discovery call booking and trigger lead capture for downstream steps.
Add new discovery call attendees to lead database
Automatically detect discovery call bookings across iClosed and Notion. Create and update lead records when discovery bookings created, discovery calls scheduled, or invitee details addedβso you can format appointment dates, match attendees, and link them for immediate follow-up without manual lead entry.
How this automation accelerates lead follow-up
When discovery booking details arrive but lead records are not captured, follow-up slows and no-shows rise. This automation formats appointment dates, filters to Discovery bookings, and upserts Notion lead recordsβso your team can follow up immediately.
iClosedor swap with your favorite app
2.Formats appointment date
Integrate Formatter by Zapier to map the event start time to a formatted date string for Notion fields.
Formatter by Zapieror swap with your favorite app
3.Filters to discovery bookings
Integrate Filter by Zapier to check event type and allow only Discovery bookings to proceed for lead matching.
Filter by Zapieror swap with your favorite app
4.Finds and upserts lead record
Integrate Notion to find by invitee email and phone, then create or update the lead and appointment date.
Notionor swap with your favorite app
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