1.Detect new call scheduled
Integrate iClosed and scheduling systems to receive the discovery event payload and pass invitee and metadata into your workflow.
Create CRM opportunity from booked discovery call for paid leads
Automatically capture new call scheduled discovery events across iClosed and your CRM tools. Create and update opportunities, notify your appointment-setting channel, and append reporting rows when discovery call bookings arriveβso you can avoid manual data entry, prevent missed follow-up, and keep CRM context accurate.
How this automation accelerates your CRM lead capture
When a discovery call booking happens, unlogged context can delay outreach and create CRM gaps. This automation formats scheduling and UTM details and creates CRM contacts and opportunitiesβso your team can follow up with complete booking context.
iClosedor swap with your favorite app
2.Format date and normalize UTM
Integrate Formatter by Zapier, date formatting tools, and UTM normalization tools to format timestamps and map scheduling into the opportunity date.
Formatter by Zapieror swap with your favorite app
3.Upsert contact and opportunity
Integrate LeadConnector, CRM mapping tools, and pipeline configuration to add or update contact properties and set the discovery opportunity stage.
LeadConnectoror swap with your favorite app
4.Send appointment-setting message
Integrate Slack and team notification tools to post a succinct booking summary so setters and closers can act quickly.
Slackor swap with your favorite app
5.Append discovery call row
Integrate Google Sheets and reporting systems to add a discovery calls worksheet row for later audit and follow-up reporting.
Google Sheetsor 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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