1.Detect new call scheduled
Integrate iClosed and scheduling filters to receive booking payloads and continue for qualifying session types.
Update CRM and notify team for booked session
Automatically monitor new call scheduled sessions across iClosed, Close, Formatter by Zapier, Keap, and Slack. Create and update records and send alerts when booking payload arrives, session type qualifies, or contact email matchesβso you can create leads, update opportunities, and notify coordinators without manual data entry.
How this automation updates booked CRM records
When a new call gets scheduled, unlogged sessions can stall follow-up and leave opportunities out of sync. This automation routes booking payloads to Close and Keap, formats contact phones, and alerts your teamβso your CRM updates stay accurate.
iClosedor swap with your favorite app
2.Find or create lead in Close
Integrate Close and CRM lead fields to match by email and create a lead when no match is found.
Closeor swap with your favorite app
3.Format phone number to E.164
Integrate Formatter by Zapier and data formatting tools to format phone numbers into an E.164 style output.
Formatter by Zapieror swap with your favorite app
4.Update lead and opportunity
Integrate Close and opportunity fields to update the lead, set booked status, and attach a lead link.
5.Create or update booked contact
Integrate Keap and contact matching tools to apply a booked-call tag and map submission fields to contacts.
Keapor swap with your favorite app
6.Send booking summary to Slack
Integrate Slack and notification messaging tools to send a booking summary with attendee details and a CRM lead link.
Slackor swap with your favorite app
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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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