1.Captures new call booking details
Integrate iClosed and CRM tools to capture the scheduled-call event and invitee details for lead lookup.
Update CRM lead and create follow-up task for calls
Automatically capture new call bookings across iClosed and CRM tools. Route your updates when intro call scheduled, strategy call scheduled, or closing call scheduledβso you can format phone data, update leads, and create follow-up tasks without manual entry.
How this automation accelerates call follow-ups in your CRM
When new calls get scheduled, lead records and follow-up tasks can lag and outreach misses its timing. This automation captures booking events and formats invitee phone, then finds or creates leads and updates records and tasksβso you can act fast.
iClosedor swap with your favorite app
2.Normalizes invitee phone format
Integrate Formatter by Zapier and phone normalization tools to transform the invitee phone into a single international format.
Formatter by Zapieror swap with your favorite app
3.Finds or creates the lead and contact
Integrate Close and CRM matching tools to search by invitee email and create a lead and contact if needed.
Closeor swap with your favorite app
4.Updates lead stage and creates follow-up task
Integrate Close and task management tools to update the lead stage, add a booking activity, and create an owner task.
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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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