iClosed now provides full flexibility in automating data transfer via Zapier and Make.
New triggers (from iClosed to external tool):
Contact by status - Captured on form with built-in delay and status selection
Contact note added
Contact updated
Custom contact field in Global Data answered
Setter owner assigned
Setter outcome added
Transaction synced with a deal
New actions (updating iClosed from other tools):
Add call outcome
Assign setter owner
Cancel event call
Update custom contact field in Global Data
Update contact
Create contact Note
Search custom contact fields
Search event call
Search transaction
Search iClosed User
Learn more in our Zapier article.
Log in to your Zapier account and start automating now ⏩
We have same Make triggers and actions are ready from our side as well, and they will be published officially within a week or two, once Make team reviews them - we will let you know once it's live.
We’ve also added powerful new formulas to Closing, Engagement and Show Up rates on your Analytics dashboard, to help you track performance more accurately.
Just toggle the buttons on each card to switch views:
Live Closing rate formula:
Unique Contacts with Won Sales divided by unique Contacts with Past Strategy Call, excluding Cancelled and No Show reasonsLive Engagement rate formula:
Unique Contacts with Deposit plus Won deals, divided by unique Contacts with Past Strategy Call excluding Cancelled and No ShowsLive Show Up rate formula:
All Strategy Calls, excluding Calls cancelled and No shows, divided by total Past Strategy calls that are not tagged as Cancelled
We're incredibly proud of this community 💓 These improvements came directly from your feedback. It’s a strong signal that we’re building iClosed in the right direction, keeping it the best sales scheduling tool on the market.
There's more to come. Keep an eye out for what’s next!