1.Detect new call scheduled
Integrate iClosed to trigger lead lookup and capture the new booking context for CRM entry.
Create and update CRM lead from booked strategy call
Automatically monitor new call scheduled bookings across iClosed and Close. Create and update CRM leads when call scheduled, invitee email matches, or no lead matchβso you can prevent manual data entry, populate booking fields, and attach intake notes for rep review.
How this automation creates ready-to-call lead records
When a new call is scheduled, delays can leave reps without context and leads unupdated. This automation finds or creates leads, updates booking fields and stages, and attaches intake answers as a noteβso your team can follow up faster.
iClosedor swap with your favorite app
2.Search leads by invitee email
Integrate Close and CRM lead lookup tools to find the matching lead by invitee email.
Closeor swap with your favorite app
3.Create a lead when missing
Integrate Close to create a lead from booking fields when no matching lead is found.
4.Update lead with booking details
Integrate Close and booking data mapping tools to update date, event type, stage, and owner.
5.Attach intake answers note
Integrate Close and note logging tools to create an associated note from intake question and answer pairs.
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Eliminate manual CRM updates with automated record capture, field mapping, and contact creation
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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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