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Learn how to utilize the power of Make automations and transfer data from iClosed to any other app

Updated over a month ago

Make integration is available with Business/Enterprise subscription plans

Integrating iClosed and Make is simple. Follow this step-by-step guide and learn how to transfer data from iClosed to any Make-supported app.


Connecting Make with iClosed

Navigate to Integrations page and click on the "Connect" button to get started.

  1. Login to Make account

  2. Click "Install" button

  3. Select Organization (if there's more than one)

  4. And finish connection by confirming with the button "Install"


And the connection is all set and ready now. Head to next section and let's create new Make scenario together.

In case you're experiencing any issues while trying to log into Make account with Google Single Sign On, it may be because of the sign in process into iClosed.

Please navigate to this article [https://app.intercom.com/a/apps/qykhci6m/knowledge-hub/article/10315031 - publish article first] real quick, follow the steps for changing the login process to iClosed and try logging in Make via Integrations page again.


Triggers available

  • Potential Contact → When a lead is created as potential (Filling primary question)

  • Qualified Contact → When a lead fills all the forms, click continue but doesn't book

  • Disqualified contact → When a lead is disqualified

  • Contact call booked → When a lead book a call (Strategy or Discovery)

  • Lead status changes → Trigger when the lead status changes from the Global Data

  • Contact detail changed → Trigger when details are updated from the contact card

  • Call rescheduled → Whenever a call is rescheduled by the invitee, host, or admin

  • Call canceled → Whenever a call is canceled by invitee, host, or admin

  • Call outcome → Whenever a call outcome is adding

We made these triggers available to provide you with full flexibility over what information and data could be sent out to your CRM or database.

Most importantly, if you set this right, your sales team will only need to update their call outcome to update your CRM without having to update and maintain multiple platforms at the same time.


Creating new scenario in Make

  1. Click on the "Create new scenario" button

  2. Search out for iClosed app and select it

  3. Choose the trigger for which you want to create an action
    You'll see multiple triggers that iClosed provides

  4. Create a webhook

  5. And create connection

  6. While making a connection you have to enter the
    iClosed login credentials and press "Save" button

  7. After the connection is built, please select the iClosed account from where you want to generate a trigger
    Note: If you have multiple accounts select the desired one from dropdown

  8. Navigate to "Run Once" button in the bottom left on your screen, to test the trigger

  9. And navigate back to iClosed app to generate the trigger for the webhook you've created

  10. Once you fire the trigger in iClosed, you'll be able to pick information in Make


Pro tips

Utilize the power of Make integrations to connect your tech stack with iClosed.

Kindly note that iClosed team works constantly on adding more of your favorite apps to direct integrations selection, and with over 1900 apps and tools available, Make is a fantastic workaround for connecting CRM's and payment processor apps that we do not support at this very moment.

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