iClosed + LeadConnector

Add new iClosed booked calls to campaign as leads in LeadConnector

Boost your sales strategy with this efficient workflow. When a call is booked in iClosed, it will intuitively add that lead to a campaign in LeadConnector. This automation not only saves time but ensures that no potential customer is overlooked in your marketing efforts. Elevate your lead management process in a seamless and streamlined fashion.

When this happens...
Call Booked
Triggers when a new call is scheduled in iClosed.
TriggerInstant
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Add Lead to Workflow
Adds a lead to an existing workflow.
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
- In PipelineRequired
- Moved to Stage
Trigger
Instant
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- 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
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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
- 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