1.Detect new scheduled call
Integrate iClosed and call routing context to capture the booked call event for CRM record creation.
Create scheduled call records for booked strategy calls
Automatically detect new scheduled call bookings across iClosed and Airtable. Create and update contact records and intake notes when strategy call booked or discovery call booked or scheduled call bookedβso you can prevent manual CRM entry, avoid duplicates, and keep handoff details current.
How this automation creates call-ready CRM records
When booked strategy calls arrive and details sit unrecorded, data gaps slow follow-up. This automation finds or creates Airtable records, then updates screening responses and assigns ownersβso your team can act on every call.
iClosedor swap with your favorite app
2.Find matching contact record
Integrate Airtable and phone and email matching tools to search for an existing contact record.
Airtableor swap with your favorite app
3.Create contact record
Integrate Airtable and CRM fields mapping tools to create a new record with intake and attendee details.
4.Update matching record
Integrate Airtable and CRM update workflows to refresh screening responses and set the assigned owner.
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Explore all CRM data entry automations
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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