1.Detects new call scheduled
Integrate iClosed and call booking signals to detect a new discovery call scheduled and start lead routing.
Create qualified lead records and notify sales team
Automatically monitor new call scheduled events across iClosed and your lead-routing stack. Automatically create qualified lead records and notify the right sales channel when discovery calls booked, booking responses captured, or open-form answers submittedβso you can score leads, send sales alerts, and log activity without manual follow-up.
How this automation accelerates lead handoff
When new call scheduled events happen, leads can stall in inboxes and spreadsheets. This automation scores booked calls and generates setter rationales, then logs leads and notifies the sales channelβso your team can respond fast.
iClosedor swap with your favorite app
2.Runs scoring script
Integrate Code by Zapier, data mapping tools, and scoring inputs to score the booking responses and route tiers.
Code by Zapieror swap with your favorite app
3.Generates setter rationale
Integrate ChatGPT (OpenAI) and prompt templates to generate a one-line rationale for the setter using free-text context.
ChatGPT (OpenAI)or swap with your favorite app
4.Sends tiered sales alert
Integrate Slack and messaging workflows to send a tier-based sales channel message with score, tier, and rationale.
Slackor swap with your favorite app
5.Adds lead tracking row
Integrate Google Sheets and spreadsheet logging to add a tracking row with timestamp, contact details, and rationale.
Google Sheetsor swap with your favorite app
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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