iClosed + SetSmart

Update SetSmart leads to 'booked' when new calls are booked in iClosed

Manually updating contact statuses after booking calls can slow down your workflow. This Zap automatically updates contacts to Booked in SetSmart when a call is booked in iClosed, ensuring your data stays current and helping you accurately track SetSmart AI performance.

When this happens...
Call Booked
Triggers when a new call is scheduled in iClosed.
TriggerInstant
automatically do this...
Find Contact
Finds a Contact with phone number or email.
ActionSearch
then do this!
Set Lead to Booked
Set Lead to Booked Status
ActionWrite

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Supported triggers and actions

- Custom Field IDRequired
Trigger
Instant
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Call Cancelled
Triggers when a call is cancelled by an Invitee or by a Closer.
Trigger
Instant
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- Event TypeRequired
Trigger
Instant
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Note Added
Triggers when a note is added.
Trigger
Instant
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- Event TypeRequired
Trigger
Instant
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Transaction Synced
Triggers when a transaction is synced with a Deal.
Trigger
Instant
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- Contact ID
- Custom Field ID
Action
Write

- Event Call IDRequired
- Cancel Reason
Action
Write
- Contact IDRequired
- NotesRequired
Action
Write
- Contact IDRequired
- First Name
- Last Name
- Email
- Phone Number
- Secondary Email
- Secondary Phone Number
- Status
Action
Write
- Email
- Phone Number
Action
Search
- Name
- Synced
- Email
- Phone Number
- Source
- Value
Action
Search
AI Switched Off
Triggers when the AI is switched off for a specific lead.
Trigger
Polling
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New Resume for Lead
Triggers when an AI resume has been generated for a lead.
Trigger
Polling
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Lead Accepts to Book a Sales Call
Triggers when a lead has accepted to book a sales call.
Trigger
Polling
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Failed Message
Triggers when the lead fails to receive a message.
Trigger
Polling
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- Contact IDRequired
Action
Write
- Contact IDRequired
- Template NameRequired
- Assistant ID
- Scheduled Time
- Tags
- AI Status
- Variable 1
- Variable 2
- Variable 3
Action
Write

Setter Owner Assigned
Triggers when a setter owner is assigned to a contact
Trigger
Instant
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- Call OutcomeRequired
- Trigger When Outcome is:
Trigger
Instant
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- Final StatusRequired
- Wait for X Seconds
- Send Last Active Status?
Trigger
Instant
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- TriggerRequired
Trigger
Instant
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- OutcomeRequired
Trigger
Instant
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- Event Call IDRequired
- OutcomeRequired
- Notes
Action
Write
- Contact IDRequired
- User IDRequired
Action
Write
- First Name
- Last Name
- EmailRequired
- Phone Number
- Tag
- Event Name
Action
Write
- Contact EmailRequired
- Contact First Name
- Contact Last Name
- Contact Phone Number
- Transaction Time
- Transaction Value
- Product Name
Action
Write
- Name
- Type
- Input Type
Action
Search
- Contact IDRequired
- Start Date
- Type
- Closer ID
Action
Search
- Email
- Phone Number
Action
Search
Lead Answered
Triggers when a lead answers to the AI for the first time.
Trigger
Polling
Try It
Lead Unqualified
Triggers when a lead has been unqualified.
Trigger
Polling
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Lead Qualified
Triggers when a lead has been successfully qualified.
Trigger
Polling
Try It
- Phone Number
- Email
- Tags
Action
Write
- Name
- Email
- Phone NumberRequired
- Template Message to Send (if none sends default)
- Assistant ID
- Tag
- AI Status
- Variable 1
- Variable 2
- Variable 3
Action
Write
- Phone Number
- Email
Action
Search

About iClosed

iClosed is a sales analytics & scheduler platform that helps you scale your business.

Learn more

Related categories

Scheduling & Booking

About SetSmart

SetSmart is the AI assistant that automates lead engagement and books your sales calls effortlessly.

Related categories

AI Tools

iClosed + SetSmart

Update SetSmart leads to 'booked' when new calls are booked in iClosed

Contact Custom Field Updated

Call Cancelled

Call Rescheduled

Note Added

Call Booked

Transaction Synced

Update Contact Custom Field

Cancel Call

Create Note

Update Contact

Search Contact

Search Transaction

AI Switched Off

New Resume for Lead

Lead Accepts to Book a Sales Call

Failed Message

Set Lead to Booked

Send Template Message to Existing Contact

Setter Owner Assigned

Call Outcome

Contact by Status

Contact Updated

Appointment Setting Outcome

Add Call Outcome

Assign Setter Owner

Create Contact

Create Transaction

Search Custom Fields

Search Call

Search Users

Lead Answered

Lead Unqualified

Lead Qualified

Add Tag

Import New Contact

Find Contact

About iClosed

Related categories

About SetSmart

Related categories