iClosed + PIMMS

iClosed + PIMMS integrations

Create conversions in PIMMS for every new contact call booked in iClosed

When a new Contact Call is set up in your iClosed app, this workflow ensures it instantly creates an equivalent event in your PIMMS system. It helps your team stay updated on engagements by maintaining accessible information in PIMMS. This reduces the need for manual data input, enhancing your work efficiency.

When this happens...
Call BookedTriggers when a new call is scheduled in iClosed.
TriggerInstant
automatically do this!
Create ConversionSends a new conversion event to Pimms to track conversions and measure performance.
ActionWrite

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More things you can do with iClosed and PIMMS

Discover other triggers and actions you can use with iClosed and PIMMS

- Custom Field ID
  Required
Trigger
Instant
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Call Cancelled
Triggers when a call is cancelled by an Invitee or by a Closer.
Trigger
Instant
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- Event Type
  Required
Trigger
Instant
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Note Added
Triggers when a note is added.
Trigger
Instant
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- Trigger
  Required
Trigger
Instant
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- Outcome
  Required
Trigger
Instant
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- Event Call ID
  Required
- Outcome
  Required
- Notes
Action
Write

- Contact ID
  Required
- User ID
  Required
Action
Write
- First Name
- Last Name
- Email
  Required
- Phone Number
- Tag
- Event Name
Action
Write
- Contact Email
  Required
- Contact First Name
- Contact Last Name
- Contact Phone Number
- Transaction Time
- Transaction Value
- Product Name
Action
Write
- Name
- Type
- Input Type
Action
Search
- Contact ID
  Required
- Start Date
- Type
- Closer ID
Action
Search
- Email
- Phone Number
Action
Search
- External ID
  Required
- Event Name
- Amount
  Required
- Payment Processor
  Required
- Invoice ID
- Currency
Action
Write

Setter Owner Assigned
Triggers when a setter owner is assigned to a contact
Trigger
Instant
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- Call Outcome
  Required
- Trigger When Outcome is:
Trigger
Instant
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- Final Status
  Required
- Wait for X Seconds
- Send Last Active Status?
Trigger
Instant
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- Trigger
  Required
Trigger
Instant
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- Event Type
  Required
Trigger
Instant
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Transaction Synced
Triggers when a transaction is synced with a Deal.
Trigger
Instant
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- Contact ID
- Custom Field ID
Action
Write
- Event Call ID
  Required
- Cancel Reason
Action
Write
- Contact ID
  Required
- Notes
  Required
Action
Write
- Contact ID
  Required
- First Name
- Last Name
- Email
- Phone Number
- Secondary Email
- Secondary Phone Number
- Status
Action
Write
- Email
- Phone Number
Action
Search
- Name
- Synced
- Email
- Phone Number
- Source
- Value
Action
Search
- Click ID
  Required
- Event Name
- External ID
  Required
- Customer Name
- Customer Email
Action
Write

About iClosed

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

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Related categories

Scheduling & Booking

About PIMMS

PIMMS is a tracking tool for links and QR codes that shows you what converts — so you can boost what works and drop what doesn’t.

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Related categories

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