Here's how you can integrate your
iClosed scheduler with SendBlue, to create contacts and send iMessages to your meeting invitees.
Pro tips
Before starting the integration, make sure to set up your iClosed event first (How to create event) and set phone number as primary contact information on your form (Invitee questions) to ensure you can contact every lead via SendBlue iMessages.
Step-By-Step Guide
After creating your event and defining invitee questions in iClosed, you’re ready for the integration setup.
Before we start, make sure to book a test call, that you will fetch in Zapier for testing purposes.
Pro tips
If you'd like to send iMessages via SendBlue workflows, make sure to create custom variables for Invitee meeting start time that you'll place inside of the message, meeting location, and to set up a Workflow in in SendBlue first and publishing, before you start building workflow in Zapier.
For all additional information on how to build workflows in SendBlue, please reach out to their customer support team or check their Help Center articles.
Navigate to Zapier and create new workflow to start:
Option 1 - Send iMessages to all leads no matter their scheduling status in iClosed
Choose iClosed Contact By Status trigger and configure it as follows:
Action - Zapier Paths
Split into as many paths as you've wished based on iClosed lead statuses
Potential - leads that drop off from the form
Path condition → iClosed lead status exactly matches → type text PotentialQualified - leads that fill out the form, press continue button but don't book a call
Path condition → iClosed lead status exactly matches → type text QualifiedDisqualified - leads that fill out the form, press continue button but can't book a call as per event criteria
Path condition → iClosed lead status exactly matches → type text DisqualifiedCall booked - leads that have booked a call
Path condition → iClosed lead status contains → type text call
(or create separate workflow with Call booked trigger only - explained in "Option 2 - Send iMessages to leads that have booked a call only" below).
Action - Import contact in SendBlue
Action - SendBlue Send outbound message or Enroll lead in workflow (if you've prepared workflows for every lead status) or combine
Save, publish Zap and you're done.
Option 2 - Send iMessages to leads that have booked a call only
Choose iClosed Call booked trigger
Import contact in SendBlue
Action - Zapier Delay For
Action - SendBlue Send outbound message or Enroll lead in workflow (if you've prepared workflows for every lead status) or combine
Map out following:
Lead phone = from iClosed
Type in outbound message
Choose outbound phone number from the dropdown in SendBlue field From number
Save, publish Zap and you're done.
Additional options
Per iClosed triggers
In case you'd like to update contact in SendBlue as per information from iClosed or any additional detail added such as Note added to contact card, Appointment setting trigger, or even Data Intelligence payload, you can do that easily by choosing the proper iClosed trigger and selecting SendBlue action/s.
For example, we've created tags in SendBlue for Credit Score & Debt to income ration check in iClosed, and depending of the returned results, we'll be adding specific tag to SendBlue contact.
Per SendBlue triggers
SendBlue offers variety of triggers in Zapier that you may find very useful for updating information back to lead contact card in iClosed.
For example, if you're using Call recording feature, you can add a Note to iClosed Contact Card. Here's how to set it up:
Choose SendBlue New Call Recording trigger
Action iClosed → Search Contact by Phone Number only
Action iClosed → Create Note
Save, publish Zap and you're done.












