iClosed + Pipedrive

Create new Pipedrive people from booked iClosed calls

When a new contact call is booked in the iClosed app, streamline your workflow with this automation that immediately creates a person in Pipedrive. This not only spares you the effort of manual data entry but also ensures that no new contact falls through the cracks. Manage communication with potential clients more efficiently by keeping your contact information updated and organized.

When a new contact call is booked in the iClosed app, streamline your workflow with this automation that immediately creates a person in Pipedrive. This not only spares you the effort of manual data entry but also ensures that no new contact falls through the cracks. Manage communication with potential clients more efficiently by keeping your contact information updated and organized.

  1. When this happens...
    iClosediClosed
    Call Booked

    Triggers when a new call is scheduled in iClosed.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Create Person

    Creates a new person in Pipedrive with support for multiple email addresses, phone numbers, custom fields, and comprehensive contact information.

    ActionWrite
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Supported triggers and actions

  • iClosed triggers, actions, and search

    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
iclosed logo
iclosed logo

About iClosed

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

Related categories

  • Scheduling & Booking
pipedrive logo
pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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