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iClosed

Connecting iClosed to PYLO, what it brings and how to tell it is working.

Read as MarkdownGenerated from PYLO's live description of itself.

iClosed connects to PYLO so that:

  • Every iClosed booking, reschedule and cancellation files as a call, exactly as a Calendly one does, so show rate and no-show rate work for a team on iClosed.
  • A no-show marked in iClosed files as a no-show.

Connecting

iClosed connects by an API key you paste into PYLO. Open Settings, then Integrations, then iClosed.

  1. Ask iClosed's support (in-app chat or hello@iclosed.io) to turn webhooks on for your account, if they are not already.
  2. In iClosed, open Settings, then Developer, and add a webhook with the address below, for Call booked.
  3. Add the same address again for Call cancelled, Call rescheduled and Call outcome added.
  4. Book a test call on one of your iClosed events. It appears in PYLO's calls within a minute.
You provideWhere to find it
API keyIn iClosed, open Settings, then Developer, then API keys, and create a key. It starts with iclosed_. PYLO only reads with it.

Before you start: iClosed's webhooks are in beta, on its Business and Enterprise plans, and iClosed's support turns them on for an account. Until they are on, nothing reaches PYLO.

What PYLO reads

  • Calls booked on the account's events, with the contact, the host and the time
  • The answers to the booking form's questions, kept on the lead
  • Reschedules, cancellations with their reason, and no-shows
  • The UTMs iClosed recorded for the contact

It does not read:

  • Sales marked in iClosed: a close is filed by the closer's post-call form, which holds the amount and the plan

iClosed's own documentation: https://developer.iclosed.io/