1.Triggers on tag added
Integrate systeme.io and lead forms to detect opt-in tag added events and extract submission details to trigger lead intake.
When opt-in tags arrive but lead intake is delayed, admissions follow up inconsistently and opportunities slip. This automation uses systeme.io to capture VSL opt-ins and iClosed to create and update leads and notesβso your team can convert intent fast.
Integrate systeme.io and lead forms to detect opt-in tag added events and extract submission details to trigger lead intake.
Integrate iClosed and CRM fields to map submission details and create a scheduling lead with the configured opt-in tag text.
Integrate Delay by Zapier and campaign timing controls to pause execution for 30 minutes before running dedupe checks.
Integrate iClosed and contact search tools to find an existing contact by email and return the contact id when available.
Integrate iClosed and CRM notes to attach the opt-in tag and contextual note to the contact for admissions visibility.
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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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