Call booked to Close.com (or any other CRM that has Create Contat/Lead in Search/Find action)

“Triggers anytime a call booked in iClosed, searches CRM (creates a lead if nothing is found) and/or updates lead and opportunity pipeline if existing lead is found. This template can be used for any CRM if a CRM has same action as Close.com has for Find Lead/Contact - create lead/contact function if nothing is found. Otherwise, you would need to split workflow into Paths after Find Lead action and to pass forward: - Path A = New contacts per False search results in step 2 → Create lead/contact action - Path B = Existing contact per True search results in step 2 → Update lead/contact action and/or Update Opportunity”