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iClosed Make integrationAutomate iClosed with Make.

What if every call booked in iClosed updated the rest of your stack on its own? The iClosed Make integration offers 28 modules, 13 of them instant triggers. This guide is for sales teams that run their calendar in iClosed and want a first working scenario.

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What you can automate

What can the iClosed Make integration do for your sales team?

The iClosed Make integration links your iClosed account to Make so that bookings, call outcomes and contact changes start automations by themselves. In Make, that automation is called a scenario: a chain of modules, where each module is one brick, like a trigger, an action or a search.

A closer logs the result, the deal follows. Watch Call Outcome fires when an outcome is added to a call, and Create a New Transaction records the sale in iClosed without anyone copying numbers by hand.

Fresh leads never wait for an owner. Watch New Contacts reacts to every potential, qualified or disqualified contact, Search Users finds the right setter, and Assign Setter Owner hands them the lead.

Cancelled calls get a second chance. Watch Cancelled Call and Watch Rescheduled Call tell Make when the calendar moves, so a follow-up task or a note can go out while the prospect still remembers you.

Know the limits before you build. You need a paid iClosed account, and the module called Make an API Call is flagged as do not use in Make itself, so build with the other modules. The doc gives no numeric limit for this app. If you are weighing other tools, n8n vs Make lays out the criteria, Make training covers the editor from zero, and Make troubleshooting helps when a run fails.

Connect

How do you connect iClosed to Make?

  1. 01

    Add an iClosed module

    Log in to Make, open a scenario and add any iClosed module. A connection is your iClosed account linked to Make once, then reused by every iClosed module. Click Create a connection to start it.

  2. 02

    Name the connection

    The Connection name field is optional, but a clear name helps once several accounts live in the same Make organization. Something like the team or the calendar owner is enough to tell them apart later.

  3. 03

    Authenticate and confirm

    Make opens the iClosed authorization step. Sign in with the account whose data the scenario should read, confirm access, and you land back in the module with the connection selected and ready.

First scenario

Your first scenario: give each new lead a setter

GoalWhen a new contact lands in iClosed, Make finds the setter by email and assigns them as the contact's owner.

  1. 01

    Create the scenario

    From the Scenarios page, create a new scenario and click the big +. Search for iClosed and pick Watch New Contacts as the first module.

  2. 02

    Wire the trigger

    Click Create a webhook, then Create a connection and sign in to iClosed. From now on, iClosed calls Make through that webhook each time a contact is created.

  3. 03

    Find the setter

    Click the + on the right and add Search Users. Type the email of the setter who should own new leads. Make passes the matching user to the next module as a bundle, one item of data.

  4. 04

    Assign the owner

    Add Assign Setter Owner. Map the contact coming from Watch New Contacts and the user returned by Search Users. No typing of IDs: you click the values in the mapping panel.

  5. 05

    Test, then switch on

    Click Run once, create a test contact in iClosed and read the bundles each module received. When the owner shows up in iClosed, switch the scenario on so it keeps working for every new lead.

Triggers

What can start an iClosed scenario?

13 modules start a scenario when something happens in iClosed. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by iClosed as soon as it happens.

iClosed1Custom Contact Field Updated

Custom Contact Field Updated

Instant trigger

In Make“Triggers when a contact custom field is updated in iClosed.”

Start a scenario the moment one of your own contact fields gets a new value in iClosed. Custom fields hold the data your team chose to collect beyond the standard profile, so this trigger follows what matters to your process.

How it fires
instant. iClosed calls Make through a webhook as soon as the field changes.
When to use it
a qualification answer stored in a custom field should send the lead down a different follow-up path.
Watch out
check in Run once what the bundle holds. If you need the field's name and type to decide, add Search Custom Fields.
iClosed2Watch Appointment Setting Outcome

Watch Appointment Setting Outcome

Instant trigger

In Make“Triggers when appointment setting outcome is added.”

Know what a setter decided right after the qualifying conversation, without opening iClosed. The scenario receives the outcome the setter added, ready to be routed to your reporting or your next tool.

How it fires
instant. The outcome reaches Make by webhook the moment it is saved.
When to use it
your manager wants every setter outcome logged in a shared sheet so the pipeline review starts from facts.
Watch out
this watches setter outcomes only. Closer results on actual calls arrive through Watch Call Outcome, a different module.
iClosed3Watch Call Booked

Watch Call Booked

Instant trigger

In Make“Triggers when a new call is scheduled in the CRM.”

Get the details of every newly scheduled call the second a prospect books it. It is the natural first module for anything that should happen before the meeting, from prep notes to reminders in another tool.

How it fires
instant. iClosed pings Make through its webhook when the booking is created.
When to use it
a closer should find a briefing waiting, or your team channel should hear about each booked call.
Watch out
a moved call is not a new booking. Pair this module with Watch Rescheduled Call so changed slots are not missed.
iClosed4Watch Call Outcome

Watch Call Outcome

Instant trigger

In Make“Triggers whenever a call outcome is added.”

Turn the result a closer records after a call into the next step of your process. Whatever outcome gets added to the call becomes a bundle Make can act on, which makes this the backbone of any post-call automation.

How it fires
instant. iClosed notifies Make by webhook as soon as the outcome is added.
When to use it
a won call should create a transaction, a lost one should trigger a nurture sequence elsewhere.
Watch out
add a filter on the outcome value right after the trigger, or every result will follow the same path.
iClosed5Watch Cancelled Call

Watch Cancelled Call

Instant trigger

In Make“Triggers when a call is cancelled by an Invitee or by a Closer.”

Catch every cancellation, whether the invitee or the closer called it off. The scenario can then try to win the slot back or free up the closer's time in other tools.

How it fires
instant. The cancellation travels to Make by webhook right when it happens in iClosed.
When to use it
a prospect who cancels should get a rebooking message before interest fades, and your CRM stage should move back.
Watch out
both sides can cancel. If your reply differs, route the bundle with a filter on who cancelled before sending anything to the prospect.
iClosed6Watch Contact by Status

Watch Contact by Status

Instant trigger

In Make“Triggers when contact status is changed on every step of it's scheduler journey.”

Follow a contact through each stage of its scheduler journey in iClosed. Each status change sends the contact to Make, so you can react to the exact point the lead has reached.

How it fires
instant. iClosed calls Make through a webhook on every status change.
When to use it
you want a different message or task depending on whether the lead stopped halfway through booking or went all the way.
Watch out
one contact can fire this several times as it moves forward. Filter on the status you care about to avoid duplicate follow-ups.
iClosed7Watch Contact Detail Change

Watch Contact Detail Change

Instant trigger

In Make“Triggers when a contact is updated.”

Keep other tools aligned whenever a contact's details change in iClosed. The updated contact arrives in Make, ready to be copied wherever the old version still lives.

How it fires
instant. iClosed sends the change to Make by webhook as soon as it is saved.
When to use it
your mailing tool or CRM keeps a copy of each lead and must not drift away from iClosed.
Watch out
the directory describes Watch Contact Update in the same words. Run once on each and compare the bundles before choosing one, and never run both on the same sync.
iClosed8Watch Contact Update

Watch Contact Update

Instant trigger

In Make“Triggers when a contact is updated.”

Receive a contact in Make each time it is updated in iClosed. It suits scenarios that log changes or push the latest version of a lead to a spreadsheet, a CRM or a help desk.

How it fires
instant. The update is pushed to Make through a webhook the moment it happens.
When to use it
an ops lead wants a change history of contacts outside iClosed, one row per update.
Watch out
it shares its official description with Watch Contact Detail Change. Test both with Run once. Then keep whichever bundle fits your sync best, and switch the other off so the same change is never pushed twice.
iClosed9Watch New Contacts

Watch New Contacts

Instant trigger

In Make“Triggers when a potential, qualified, or disqualified contact is created at iClosed.”

Pick up every contact iClosed creates, whether it ends up potential, qualified or disqualified. That wide net makes it the entry point for lead routing, enrichment or a welcome sequence.

How it fires
instant. iClosed tells Make through a webhook as soon as the contact exists.
When to use it
each new lead should get a setter, a row in your tracking sheet or a first message within the same flow.
Watch out
disqualified contacts come through too. Put a filter after the trigger if only qualified leads should move on.
iClosed10Watch Note

Watch Note

Instant trigger

In Make“Triggers when a note is added”

Surface the notes your team adds to contacts, so context written during a call does not stay buried in iClosed. Each new note becomes a bundle you can forward, store or share.

How it fires
instant. iClosed sends the note to Make by webhook as soon as it is added.
When to use it
a closer's notes should appear in the deal record of another CRM, or in the channel where the account manager works.
Watch out
a scenario that also runs Create a New Contact Note can end up feeding itself. Keep those two in separate flows.
iClosed11Watch Rescheduled Call

Watch Rescheduled Call

Instant trigger

In Make“Triggers when an upcoming call is rescheduled.”

React when an upcoming call moves to another slot. The scenario receives the rescheduled call so every copy of the meeting, and every reminder built around it, can follow the new time.

How it fires
instant. iClosed calls Make through its webhook right after the change.
When to use it
you mirror bookings into a shared calendar or a project tool, and a stale slot would send a closer to an empty room.
Watch out
it only covers moved calls. Cancellations have their own trigger, Watch Cancelled Call, so plan for both.
iClosed12Watch Setter Owner Assigned

Watch Setter Owner Assigned

Instant trigger

In Make“Triggers when a setter owner is assigned to a contact.”

Learn which setter just took ownership of a contact. The assignment reaches Make with the contact, so the setter can get what they need to start working the lead without searching for it.

How it fires
instant. iClosed notifies Make through a webhook once the owner is set.
When to use it
the setter should receive a direct message with the lead's details, or a workload tracker should count new assignments.
Watch out
do not pair it with Assign Setter Owner in the same scenario, or each assignment could start the flow again.
iClosed13Watch Transaction Synced

Watch Transaction Synced

Instant trigger

In Make“Triggers when a transaction is synced with a Deal.”

Hear about money the moment a transaction gets synced with a deal in iClosed. It closes the loop between the sales call and revenue tracking, which is usually where manual copying creeps in.

How it fires
instant. The synced transaction lands in Make by webhook as soon as the link is made.
When to use it
finance wants each synced transaction in its spreadsheet, or the team wants a win announced in chat.
Watch out
it fires on the sync with a deal, not on every transaction created.
Modules

What can Make do inside iClosed?

iClosed gives you 15 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

iClosed1

Add Call Outcome

Action

In Make“Action to add Call Outcome in iClosed.”

Write the outcome of a call into iClosed from another tool, so results logged elsewhere still show on the call where closers look for them.

When to use it
outcomes are captured in a form or a meeting tool and should land in iClosed without retyping.
Watch out
adding an outcome can start any scenario built on Watch Call Outcome, so check what else will run.
iClosed2

Assign Setter Owner

Action

In Make“Action to assign a Setter Owner to a Contact.”

Give a contact its setter automatically, so no lead sits without an owner while someone decides who takes it.

When to use it
right after Watch New Contacts, with Search Users in between to find the setter by email.
Watch out
use it for contacts with no setter yet. To change an existing owner, Update Setter Owner is the clearer choice.
iClosed3

Cancel Call

Action

In Make“Action to cancel a call in iClosed.”

Cancel a call in iClosed from a scenario, which frees the slot when the reason for the meeting has disappeared elsewhere.

When to use it
a prospect signs through another channel before the call, and the closer should not show up for nothing.
Watch out
a cancellation sent by a scenario is a real one in iClosed. Find the right call with Search Call first and test on a dummy booking.
iClosed4

Create a New Contact

Action

In Make“Creates a new contact in iClosed.”

Add a contact to iClosed from any source Make can read, so leads captured outside the scheduler still enter your sales flow.

When to use it
a webinar list, an ad form or a partner referral should reach iClosed before anyone books.
Watch out
run Search Contact by email or phone first, and create the contact only when nothing comes back, to avoid duplicates.
iClosed5

Create a New Contact Note

Action

In Make“Creates a new contact note in iClosed.”

Attach a note to a contact in iClosed, so context gathered in other tools is in front of the closer when the call starts.

When to use it
answers from an intake form or a support history should sit on the contact before the meeting.
Watch out
each note can fire Watch Note. Keep this module out of scenarios that start from that trigger.
iClosed6

Create a New Transaction

Action

In Make“Creates a new transaction in iClosed.”

Record a transaction in iClosed from a scenario, so revenue is tied to the sales process without manual entry.

When to use it
a payment confirmed in your billing tool, or a won call outcome, should appear as a transaction in iClosed.
Watch out
check with Search Transactions that the sale is not already there before you create it, especially when a scenario reruns.
iClosed7

Make an API Call (DO NOT USE)

Action

In Make“Performs an arbitrary authorized API call.”

This module is listed in the iClosed app, but Make labels it do not use in its own name. Leave it aside and build with the other iClosed modules instead.

When to use it
not in a production scenario. If a need goes beyond the listed modules, ask the team or use another app.
Watch out
the directory only says it performs an authorized API call. Nothing else is documented.
iClosed8

Update Contact

Action

In Make“Action to update a Contact in iClosed.”

Change a contact's standard details in iClosed from another tool, so the scheduler keeps the latest details your team collected elsewhere.

When to use it
your CRM is where reps edit leads, and iClosed should follow those edits.
Watch out
an update can fire Watch Contact Update. If that trigger syncs back to the CRM, the two scenarios will ping-pong.
iClosed9

Update Contact Custom Field

Action

In Make“Action to update a contact custom field in iClosed.”

Fill or change one of your custom contact fields in iClosed, so data your team defined itself stays accurate without manual edits.

When to use it
a score or a tag computed in another tool should be stored on the contact for closers to see.
Watch out
use Search Custom Fields to find the right field by name and type before mapping a value into it.
iClosed10

Update Setter Owner

Action

In Make“Updates the setter owner of contact in iClosed.”

Hand a contact over to another setter in iClosed, which keeps ownership right when someone goes on leave or leads get rebalanced.

When to use it
a lead has been idle with one setter and should move to a colleague found with Search Users.
Watch out
this replaces the current owner. For a contact that has none yet, Assign Setter Owner fits better.
iClosed11

Search Call

Search

In Make“Search Call in iClosed by contactId, date, type and closer owner.”

Find calls in iClosed by contact, date, type or closer owner, so a scenario can act on a precise meeting instead of guessing.

When to use it
before Cancel Call or Add Call Outcome, to get the exact call behind a contact.
Watch out
a search can return zero, one or several calls as separate bundles. Narrow the criteria or add a filter before acting.
iClosed12

Search Contact

Search

In Make“Searches for contact by email or phone number.”

Look up a contact by email or phone number, which is the safest way to check whether a person already exists in iClosed.

When to use it
ahead of Create a New Contact or Update Contact, when the data comes from a form or another CRM.
Watch out
if nothing matches, the following modules receive nothing and stop. Plan a route for the empty case.
iClosed13

Search Custom Fields

Search

In Make“Search Custom fields by name and type.”

List custom fields by name and type, so your scenario works with the exact field you built in iClosed rather than a guess.

When to use it
just before Update Contact Custom Field, or after Custom Contact Field Updated to know which field moved.
Watch out
similar names can match more than once. Check the bundles in Run once before mapping.
iClosed14

Search Transactions

Search

In Make“Search transaction by email or Phone Number.”

Pull the transactions tied to an email or a phone number, which gives a quick view of what a buyer already paid.

When to use it
before Create a New Transaction to avoid a duplicate, or to send a customer's history to finance.
Watch out
one buyer can have several transactions, each arriving as its own bundle. Aggregate them if you need a single total.
iClosed15

Search Users

Search

In Make“Searches for users by email or phone number.”

Find a member of your iClosed team by email or phone, so assignments point to a real user instead of a hard-coded ID.

When to use it
ahead of Assign Setter Owner or Update Setter Owner, with the setter's email as the key.
Watch out
an address with a typo returns no user, and the assignment step then has nothing to work with.
Need help

Need help automating iClosed with Make?

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FAQ

iClosed and Make: common questions

01Is the iClosed Make integration free?
On the Make side, yes. iClosed is a standard app, so it works on the Free plan, which allows 2 active scenarios, runs no more often than every 15 minutes on a schedule, stops each run at 5 minutes and caps files at 5 MB and transfer at 512 MB. Every module run counts as an operation, one execution of one module on one bundle. On the iClosed side, the doc requires a paid iClosed account before you can connect it, so the integration is free in Make but not free overall.
02What do you need to connect iClosed to Make?
A paid iClosed account and a Make account. In any iClosed module, click Create a connection, optionally give it a name, then sign in to iClosed and confirm access. Because all 13 iClosed triggers are instant, those modules also ask you to click Create a webhook before the connection. Once saved, the same connection serves every iClosed module in your scenarios, so you only authorize the account one time, even across several scenarios.
03Does the iClosed trigger fire in real time?
Yes. All 13 iClosed triggers are instant: iClosed calls Make through a webhook as soon as a call is booked, cancelled or rescheduled, an outcome is added, or a contact changes. No clock is involved, so the 15 minute schedule that applies to polling triggers does not delay them. In the editor, these modules carry the lightning badge. Make still counts an operation for each module that runs on each incoming bundle.
04What if the iClosed module you need is missing?
Start by checking the 28 existing modules, since most needs combine a search and an action, like Search Contact before Update Contact. The iClosed app does include a Make an API Call module, but Make marks it do not use, so do not rely on it. When a gap remains, pass the data through another app that covers the missing step, or ask the team to look at your case.
05Should you use Make or n8n for iClosed?
It depends on your criteria, not on a winner. This page documents what Make offers for iClosed: 28 modules, 13 instant triggers, 10 actions and 5 searches, with a guided editor and a Free plan to test. Whether n8n has an iClosed node is not covered here, so check that first. Then compare the two tools on the way your team prefers to build and maintain automations, using the n8n vs Make comparison linked above.
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