1.Monitors new potential lead
Integrate iClosed and enrichment tools to map lead name, email, phone, created date, and IP for context.
Send alert to sales channel for new potential lead
Automatically route new potential leads across iClosed and Slack with lead context. Automatically post sales alerts when new lead is submitted, mapped contact fields update, or notification markers are missingβso you can notify reps, prevent duplicate alerts, and share contact context without manual follow-up.
How this automation prevents duplicate sales alerts
When a new potential lead appears, delays can slow outreach and duplicates can overwhelm reps. This automation enriches each lead with contact lookup, checks notification history, and posts Slack alertsβso your team can respond fast to the right leads.
iClosedor swap with your favorite app
2.Delays for upstream writes
Integrate Delay by Zapier to wait 1 minute before contact lookup and notification checks.
Delay by Zapieror swap with your favorite app
3.Finds contact by email and phone
Integrate iClosed and contact lookup tools to match email and phone, returning contact id and lead stage.
4.Checks prior notification marker
Integrate Storage by Zapier and data stores to get a marker value to detect whether this stage was notified.
Storage by Zapieror swap with your favorite app
5.Filters for stage and no marker
Integrate Filter by Zapier to continue only when the lead stage matches and the lookup marker is missing.
Filter by Zapieror swap with your favorite app
6.Posts alert to sales channel
Integrate Slack and messaging tools to post a formatted alert to the configured sales channel with mapped lead fields.
Slackor swap with your favorite app
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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