iClosed + LeadConnector
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Custom Field IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Call Cancelled
Triggers when a call is cancelled by an Invitee or by a Closer.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note Added
Triggers when a note is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Transaction Synced
Triggers when a transaction is synced with a Deal.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact ID
Custom Field ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event Call IDRequired
Cancel Reason
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
NotesRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
First Name
Last Name
Email
Phone Number
Secondary Email
Secondary Phone Number
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email
Phone Number
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Synced
Email
Phone Number
Source
Value
ActionThis is an event a Zap performs.SearchFind existing data in your appIn PipelineRequired
Moved to Stage
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Phone Number
Email
First Name
Last Name
Full Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Setter Owner Assigned
Triggers when a setter owner is assigned to a contact
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Call OutcomeRequired
Trigger When Outcome is:
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Final StatusRequired
Wait for X Seconds
Send Last Active Status?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Event Call IDRequired
OutcomeRequired
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
User IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
EmailRequired
Phone Number
Tag
Event Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact EmailRequired
Contact First Name
Contact Last Name
Contact Phone Number
Transaction Time
Transaction Value
Product Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Type
Input Type
ActionThis is an event a Zap performs.SearchFind existing data in your appContact IDRequired
Start Date
Type
Closer ID
ActionThis is an event a Zap performs.SearchFind existing data in your appEmail
Phone Number
ActionThis is an event a Zap performs.SearchFind existing data in your appFirst 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
About iClosed
Related categories
About LeadConnector
Related categories
Related Zap Templates
- Create and manage opportunities in LeadConnector when strategy calls are booked in iClosed
- Add/update opportunities in LeadConnector when contacts are disqualified in iClosed
- Update opportunities in LeadConnector when calls are cancelled in iClosed
- Create new LeadConnector opportunities when potential contacts are detected in iClosed
- Update and manage LeadConnector contacts when new contact calls are booked in iClosed
- Update contacts in LeadConnector when new potential contacts trigger in iClosed
- Create new iClosed contacts when stages change in LeadConnector pipelines
- Manage new iClosed call outcomes by updating LeadConnector contacts
- Update contacts in LeadConnector when calls are rescheduled in iClosed
- Create new LeadConnector opportunities when iClosed contacts are booked
- Add new qualified contacts from iClosed to campaigns as leads in LeadConnector
- Automatically add new contacts from iClosed to campaigns in LeadConnector when a call is booked
- Add new iClosed contacts to campaigns as leads in LeadConnector
- Update LeadConnector contacts whenever a custom field is answered in iClosed
- Update and add contacts in LeadConnector whenever a contact status changes in iClosed
- Add new iClosed booked calls to campaign as leads in LeadConnector
- Update opportunities in LeadConnector when calls are rescheduled in iClosed
Related Zap Templates
- Create and manage opportunities in LeadConnector when strategy calls are booked in iClosed
- Create new LeadConnector opportunities when potential contacts are detected in iClosed
- Create new iClosed contacts when stages change in LeadConnector pipelines
- Create new LeadConnector opportunities when iClosed contacts are booked
- Add new iClosed contacts to campaigns as leads in LeadConnector
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- Add/update opportunities in LeadConnector when contacts are disqualified in iClosed
- Update and manage LeadConnector contacts when new contact calls are booked in iClosed
- Manage new iClosed call outcomes by updating LeadConnector contacts
- Add new qualified contacts from iClosed to campaigns as leads in LeadConnector
- Update LeadConnector contacts whenever a custom field is answered in iClosed
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- Update opportunities in LeadConnector when calls are cancelled in iClosed
- Update contacts in LeadConnector when new potential contacts trigger in iClosed
- Update contacts in LeadConnector when calls are rescheduled in iClosed
- Automatically add new contacts from iClosed to campaigns in LeadConnector when a call is booked
- Update and add contacts in LeadConnector whenever a contact status changes in iClosed