1.Detect new call scheduled
Integrate iClosed and call scheduling workflows to capture booking details and map invitee fields for lead routing.
Create booked-call leads in CRM with calendar context
Automatically capture new call scheduled details across iClosed and Close. Create and update CRM leads when booking data arrives, so you can find matching leads, update booked-call fields, and create missing leads without manual data entry.
How this automation updates your booked call leads
When a new call scheduled booking happens, leads can stay unassigned while team members retype details into the CRM. This automation finds the right lead and then updates or creates CRM records with booking contextβso your team routes faster.
iClosedor swap with your favorite app
2.Find matching lead
Integrate Close and CRM search tools to find an existing lead by invitee email or phone for lookup.
Closeor swap with your favorite app
3.Update found lead
Integrate Close and CRM field mapping to update booking details, set booked-call status, and enrich lead records.
4.Create new lead
Integrate Close and lead capture workflows to create a new lead with contact info, booking details, and status.
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Accelerate lead response with automated assignment rules, owner alerts, and CRM updates
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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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