1.Monitors new call scheduled
Integrate iClosed and appointment scheduling tools to detect a new discovery or strategy call and start the prospect update.
Add booked calls to prospect records and pipeline
Automatically add booked call details to prospect records across iClosed, Notion, and Slack. When a discovery or strategy call is scheduled or a meeting booking happens or invitee details appearβso you can create prospects, update meeting times, and notify closers without manual CRM entry.
How this automation creates pipeline-ready prospect records
When new calls get scheduled in iClosed, delays can cause missed follow-up and messy CRM data. This automation delays and formats booking times, finds or creates Notion prospects, and optionally alerts the closerβso your team can keep pipeline records current.
iClosedor swap with your favorite app
2.Delays processing for 1 minute
Integrate Delay by Zapier and workflow timing tools to pause for 1 minute to allow upstream processing to complete.
Delay by Zapieror swap with your favorite app
3.Formats event start time
Integrate Formatter by Zapier and date time formatting tools to convert the UTC start time into local meeting time.
Formatter by Zapieror swap with your favorite app
4.Finds prospect by invitee email
Integrate Notion and database lookup tools to find an existing prospect record in Prospects using invitee email.
Notionor swap with your favorite app
5.Upserts prospect meeting details
Integrate Notion and CRM fields mapping to update existing records or create new prospects with meeting time and status.
6.DMs the closer with booking info
Integrate Slack and messaging tools to DM the closer with prospect name, formatted meeting time, and the prospect record link.
Slackor swap with your favorite app
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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