1.Captures call outcome event
Integrate iClosed and call booking data to detect the new call outcome trigger for qualification processing.
Add unqualified call outcomes to lead tracking system
Automatically monitor scheduled call completion outcomes across iClosed and Hyros. Create and update lead and call records when calls end with no sale, not interested, or unqualified outcomesβso you can capture qualification data, standardize contacts, and improve attribution reporting without manual follow-up.
How this automation captures unqualified call outcomes
When a scheduled call completes with an outcome, missing no sale data can break lead attribution. This automation filters for unqualified outcomes and normalizes contacts, then creates lead and call recordsβso your team can report accurately.
iClosedor swap with your favorite app
2.Filters qualifying no sale outcomes
Integrate Filter by Zapier and program rules to continue only for calls flagged no sale or unqualified.
Filter by Zapieror swap with your favorite app
3.Normalizes contact fields
Integrate Formatter by Zapier and contact data cleanup tools to format phone numbers and standardize name fields.
Formatter by Zapieror swap with your favorite app
4.Creates unqualified lead
Integrate Hyros and lead attribution tools to create a lead, apply the unqualified audience tag, and set the unqualified stage.
Hyrosor swap with your favorite app
5.Creates call record
Integrate Hyros and call tracking systems to create a call record, link it to the lead, and set qualification false.
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