1.Detects new call scheduled
Integrate iClosed to pull invitee details and event metadata for new scheduled calls, so you can qualify discovery and strategy leads.
Log discovery and strategy calls as leads into sheet
Automatically capture discovery or strategy call scheduling across iClosed and Formatter by Zapier. Create and update lead rows in Google Sheets when discovery call scheduled, strategy call scheduled, or booking createdβso you can normalize names, structure contact fields, and enable faster follow-up without manual data entry.
How this automation logs calls into lead records
When iClosed new call scheduled, lead details can get delayed or lost during follow-up. This automation extracts invitee and event metadata, normalizes key names, and creates a Google Sheets rowβso your team can follow up without manual data entry.
iClosedor swap with your favorite app
2.Normalizes closer and names
Integrate Formatter by Zapier and replacement tools to normalize event closer and display names, so you can keep lead records consistent.
Formatter by Zapieror swap with your favorite app
3.Creates spreadsheet lead row
Integrate Google Sheets to create a new lead row with mapped contact, phone, event, and owner fields, so you can track follow-up.
Google Sheetsor swap with your favorite app
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