iClosed + LeadMetrics

Create new leads in LeadMetrics for booked calls in iClosed

Easily manage your leads with this efficient, timesaving workflow. When an appointment is scheduled within the iClosed app, this process swiftly creates a new lead within LeadMetrics. This streamlines your sales process, enabling your team to follow-up quickly and stay organized without any extra effort.

When this happens...
Call Booked
Triggers when a new call is scheduled in iClosed.
TriggerInstant
automatically do this!
Create Lead
Creates a new lead or updates an existing one.
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
Try It
- Event TypeRequired
Trigger
Instant
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Note Added
Triggers when a note is added.
Trigger
Instant
Try It
- 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
- DashboardRequired
- Custom MetricRequired
- ValueRequired
- E-Mail
- Phone Number
- Lm Session Id
- Date
Action
Write
- DashboardRequired
- E-Mail
- Phone Number
- Source
- First Name
- Last Name
- Lm Session Id
Action
Write
Get Dashboards
Gets all dashboards for the authorised user.
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
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
- DashboardRequired
- StatusRequired
- Currency
- AmountRequired
- E-Mail
- Phone Number
- Lm Session Id
- Stage
- Reference Id
Action
Write
- DashboardRequired
- AmountRequired
- Currency
- Date
- E-Mail
- Phone Number
- Is Refunded
- Refunded Amount
- Refund Date
- Reference Id
Action
Write
- Lead Id
- E-Mail
- Phone Number
Action
Search

About iClosed

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

Learn more

Related categories

Scheduling & Booking

About LeadMetrics

LeadMetrics is a tool to keep track of your lead campaigns, simplifies reporting and displays all relevant KPIs in a clear dashboard.

Related categories

Social Media Marketing

iClosed + LeadMetrics

Create new leads in LeadMetrics for booked calls in iClosed

Supported triggers and actions

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

Add Custom Metric Value

Create Lead

Get Dashboards

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

Create Deal

Create Payment

Find Lead

About iClosed

Related categories

About LeadMetrics

Related categories