iClosed + LeadConnector

Update opportunities in LeadConnector when calls are rescheduled in iClosed

Stay promptly updated on your sales leads with this workflow. When a call is rescheduled in iClosed, an opportunity is instantly added or updated in LeadConnector. This efficient process ensures no leads are missed and all information is up-to-date, optimizing your sales management.

When this happens...
Call Rescheduled
Triggers when an upcoming call is rescheduled to a new date.
TriggerInstant
automatically do this!
Add/Update Opportunity
Adds or updates an existing opportunity.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

- Custom Field IDRequired
Trigger
Instant
Try It
Call Cancelled
Triggers when a call is cancelled by an Invitee or by a Closer.
Trigger
Instant
Try It
- Event TypeRequired
Trigger
Instant
Try It
Note Added
Triggers when a note is added.
Trigger
Instant
Try It
- Event TypeRequired
Trigger
Instant
Try It

Transaction Synced
Triggers when a transaction is synced with a Deal.
Trigger
Instant
Try It
- 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
- In PipelineRequired
- Moved to Stage
Trigger
Instant
Try It
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Country
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Select PipelineRequired
- Select StageRequired
- Assign to User
Action
Write
- Phone Number
- Email
- First Name
- Last Name
- Full Name
Action
Write

Setter Owner Assigned
Triggers when a setter owner is assigned to a contact
Trigger
Instant
Try It
- Call OutcomeRequired
- Trigger When Outcome is:
Trigger
Instant
Try It
- Final StatusRequired
- Wait for X Seconds
- Send Last Active Status?
Trigger
Instant
Try It
- TriggerRequired
Trigger
Instant
Try It
- OutcomeRequired
Trigger
Instant
Try It
- 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
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Mark as LeadRequired
- Notes
- Business Name
- Country
- Date of Birth
Action
Write
- Workflow IDRequired
- First Name
- Last Name
- Full Name
- Phone Number
- Email
- Address
- City
- State
- Postal Code
- Tags (comma delimited string for multiple tags)
- Source
- Lead Source
- Notes
- Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Action
Write
- Assign to User
- Task TitleRequired
- Task DescriptionRequired
- Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
- First Name
- Last Name
- Contact Phone
- Contact Email
Action
Write