iClosed and Salesflare

How to connect iClosed

When contact Custom Field Updated in iClosed, find or create contact in Salesflare.
When note Added in iClosed, create internal note in Salesflare.
When contact Updated in iClosed, find or create contact in Salesflare.

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

Start a workflow when this happens

Appointment Setting Outcome — Triggers when appointment setting outcome is added.
Call Booked — Triggers when a new call is scheduled in iClosed.
Call Cancelled — Triggers when a call is cancelled by an Invitee or by a Closer.
Call Outcome — Triggers when an outcome of a call is added in iClosed.
Call Rescheduled — Triggers when an upcoming call is rescheduled to a new date.

Show 7 more triggers

Contact Custom Field Updated — Triggers when a contact custom field is updated in iClosed.
Contact Updated — Triggers when a contact is updated.
Contact by Status — Triggers when contact status is changed on every step of it's scheduler journey
Data Intelligence — Triggers when email, phone is validated or credit score is calculated
Note Added — Triggers when a note is added.
Setter Owner Assigned — Triggers when a setter owner is assigned to a contact
Transaction Synced — Triggers when a transaction is synced with a Deal.

Things Salesflare can make it do

Add Call Outcome — Action for add call outcome in iClosed.
Assign Setter Owner — Action for assigning Setter owner in Global Data - Appointment Settings.
Cancel Call — Action for cancelling a call in iClosed.
Create Contact — Create a contact in iClosed app
Create Note — Create a note in iClosed app.

Show 3 more actions

Create Transaction — Create a transaction in iClosed
Update Contact — Updates a contact in iClosed.
Update Contact Custom Field — Action for updating contact custom field answer in iClosed

Look up existing records

Search Call — Search Call in iClosed by Contact ID, Date, Type or Closer Owner.
Search Contact — Search contact by email or Phone Number
Search Custom Fields — Search Custom fields by name and description
Search Transaction — Search transaction by email or Phone Number
Search Users — Search Users by email and phone number.

Start a workflow when this happens

Custom Contact Field Updated — Triggers when a contact custom field is updated in iClosed.
Watch Appointment Setting Outcome — Triggers when appointment setting outcome is added.
Watch Call Booked — Triggers when a new call is scheduled in the CRM.
Watch Call Outcome — Triggers whenever a call outcome is added.
Watch Cancelled Call — Triggers when a call is cancelled by an Invitee or by a Closer.

Show 8 more triggers

Watch Contact Detail Change — Triggers when a contact is updated.
Watch Contact Update — Triggers when a contact is updated.
Watch Contact by Status — Triggers when contact status is changed on every step of it's scheduler journey.
Watch New Contacts — Triggers when a potential, qualified, or disqualified contact is created at iClosed.
Watch Note — Triggers when a note is added
Watch Rescheduled Call — Triggers when an upcoming call is rescheduled.
Watch Setter Owner Assigned — Triggers when a setter owner is assigned to a contact.
Watch Transaction Synced — Triggers when a transaction is synced with a Deal.

Things Salesflare can make it do

Show 5 more actions

Create a New Transaction — Creates a new transaction in iClosed.
Make an API Call (DO NOT USE) — Performs an arbitrary authorized API call.
Update Contact — Action to update a Contact in iClosed.
Update Contact Custom Field — Action to update a contact custom field in iClosed.
Update Setter Owner — Updates the setter owner of contact in iClosed.

Look up existing records

Search Call — Search Call in iClosed by contactId, date, type and closer owner.
Search Contact — Searches for contact by email or phone number.
Search Custom Fields — Search Custom fields by name and type.
Search Transactions — Search transaction by email or Phone Number.
Search Users — Searches for users by email or phone number.