iClosed

When you finish, every iClosed lead, booked call, and closed deal arrives in Events, linked to the ad click that started it.

What iClosed sends

iClosed webhook	Condition	DATALYR event	Money role
Contact created, Contact updated	Status `Potential…`	`lead_submitted`	None
Contact created, Contact updated	Status `Qualified`	`lead_qualified`	None
Contact created, Contact updated	Status `Disqualified`	`lead_disqualified`	None
Call booked		`call_booked`	None
Call rescheduled		`call_rescheduled`	None
Call cancelled		`call_cancelled`	None
Outcome added	`SALE`	`call_showed` and `deal_won`	Contract value. Never revenue
Outcome added	`NO_SALE`, reason `NO_SHOW`	`call_no_show`	None
Outcome added	`NO_SALE`, reason `FOLLOW_UP_SCHEDULE`	`call_showed`	None
Outcome added	`NO_SALE`, reason `ADMIN_CANCELLED` or `CONTACT_CANCELLED`	Nothing	None
Outcome added	`NO_SALE`, any other reason	`call_showed` and `deal_lost`	None
Outcome added	`APPROVED` (discovery call)	`call_showed` and `lead_qualified`	None
Outcome added	`REJECTED` (discovery call)	`call_showed` and `lead_disqualified`	None

A contact without an email writes nothing. The next Contact updated carries the email and writes the stage. deal_won carries the closer’s deal value in value, currency (default USD), and deal_id (iclosed_ plus the outcome ID).

deal_won is contract value, not cash. No revenue report counts it. Connect a payment source such as Commas or Stripe for cash.

Before you start

Requirement	Detail
DATALYR access	Owner or admin of the workspace
iClosed plan	Business plan. If Settings → Developer → Webhooks is missing, ask iClosed support to turn on webhooks
Web tracking	The tracking script on every page that links to your iClosed scheduler
Thank-you page	A page on your own site that iClosed can redirect to after a booking

Connect iClosed

Generate the webhook URL

Open Sources. On the iClosed card, select connect. Select Generate URL.

Copy the URL

Copy the webhook URL. Select Done.

Create the webhook in iClosed

In iClosed, open Settings → Developer → Webhooks. Select Create Webhook. Paste the URL.

Tick the triggers

Tick Contact created, Contact updated, Call booked, Call rescheduled, Call cancelled, and Outcome added. Save.

Install tracking

Add the tracking script to the <head> of every page that links to your scheduler.

Redirect after booking

In iClosed, open your event. Under Confirmation page, choose Redirect to your thank-you page. Turn on Forward parameters.

Add the thank-you snippet

On the thank-you page, paste the snippet below above the DATALYR tracking script.

You do not need Contact by status. The URL holds a secret. Treat it like a password.

The thank-you snippet

Copy it from the iClosed card. It removes the invitee’s personal fields from the address bar and calls identify() with the email.

<script>
(function () {
  var PII = ['Invitee_email', 'invitee_email', 'invitee_full_name', 'invitee_uuid', 'text_reminder_number',
    'answer_1', 'answer_2', 'answer_3', 'assigned_to', 'iclosedEmail', 'iclosedName', 'iclosedPhone'];
  var params = new URLSearchParams(window.location.search);
  var email = (params.get('Invitee_email') || params.get('invitee_email') || '').trim().toLowerCase();
  if (!email || email.indexOf('@') < 1) return;
  var phone = params.get('text_reminder_number') || undefined;
  var name = params.get('invitee_full_name') || undefined;

  PII.forEach(function (key) { params.delete(key); });
  var query = params.toString();
  window.history.replaceState(window.history.state, '', window.location.pathname + (query ? '?' + query : '') + window.location.hash);

  var tries = 0;
  (function identify() {
    var dl = window.datalyr;
    if (dl && typeof dl.identify === 'function') {
      dl.identify(email, { email: email, phone: phone, name: name, source: 'iclosed_confirmation' });
      return;
    }
    if (++tries < 50) setTimeout(identify, 200);
  })();
})();
</script>

Below the tracking script, it runs too late: the tracker records the email from the URL first.

How leads match to ad clicks

DATALYR checks these in order and stops at the first one that finds an ad click.

Order	Source	Comes from
1	`dl_vid`	A DATALYR `visitor_id` on the scheduler link. iClosed returns it in the webhook tracking data
2	Email	The contact or invitee email, matched to an earlier visit. The thank-you snippet makes that link
3	UTMs and click IDs	What the iClosed widget read from your page: `utm_source`, `utm_medium`, `utm_campaign`, `utm_content`, `utm_term`, `fbclid`, `gclid`, `gbraid`, `wbraid`, `ttclid`, `li_fat_id`, `msclkid`, `sclid`, `_fbc`, `_fbp`

UTMs and click IDs on the scheduler link carry through to contact and call webhooks. Outcomes carry no tracking data, so they match by email. With no match, visitor_id is iclosed_ plus the iClosed contact ID.

Set up conversion rules

Select the flag icon on the connected iClosed card to open the starter rules.

Event	Meta	TikTok	Value
`call_booked`	`Schedule`	`SubmitForm`	Set a fixed value: what a booked call is worth to you
`lead_qualified`	`Lead`		Set a fixed value: what a qualified lead is worth
`deal_won`	`Purchase`	`CompletePayment`	The deal value from `value`. `deal_id` is the order ID

Meta and TikTok optimize on a 7-day window. Most deals close later, so optimize them on call_booked or lead_qualified. Google Ads has no starter rules for iClosed. Create a rule by hand in Conversions and pick your conversion action. If a Commas or Stripe rule also sends Purchase to the same pixel, turn one off. Otherwise Meta counts the sale twice. iClosed’s own Meta events use custom names, so they do not collide with DATALYR’s. Optimize a campaign on one, not both.

Verify

Open a page that links to your scheduler in a private window. Add ?utm_source=doctest to the URL.
Book a test call with a test email address.
Confirm the browser lands on your thank-you page with the personal fields removed from the address bar.
Open Events. Confirm a call_booked row with source iclosed and utm_source doctest.
Open Users. Find the test email. Confirm the pageview and call_booked sit on one user.
After the call time, add a SALE outcome in iClosed. Confirm call_showed and deal_won arrive with the deal value.

When it does not work

Symptom	Cause	Check	Fix
No iClosed events at all	The webhook URL is wrong or the triggers are not ticked	The webhook in Settings → Developer → Webhooks	Repaste the URL from the iClosed card. Tick all six triggers
iClosed shows `401` for each delivery	The `secret` in the URL changed or was cut off	The URL’s `?secret=` part	Copy the URL again from the iClosed card
No `lead_submitted` rows	Contact updated is not ticked	The webhook’s triggers	Tick Contact updated
`call_booked` arrives, no outcomes	Outcome added is not ticked, or no outcome was entered yet	The call in iClosed	Tick Outcome added. Enter the outcome after the call
`visitor_id` starts with `iclosed_`	No visit matched the email, and no click IDs reached iClosed	The thank-you page source order	Put the snippet above the tracking script. Install tracking on the page that links to the scheduler
The thank-you URL still shows the email	The redirect lands on a page without the snippet, or Forward parameters is off	The confirmation page settings	Add the snippet to that page. Turn on Forward parameters
`deal_won` has no value	The closer left the deal value empty	The outcome in iClosed	Enter the deal value on the outcome
Meta counts each sale twice	Two rules send `Purchase` for one sale	Conversions	Turn off one of the rules

Commas: record the cash from deals your closers win.
Lead generation: choose the stage to optimize toward.
Conversion delivery: how a rule resolves value and identity.

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Troubleshooting

What iClosed sends

Before you start

Connect iClosed

The thank-you snippet

How leads match to ad clicks

Set up conversion rules

Verify

When it does not work

Next

​What iClosed sends

​Before you start

​Connect iClosed

​The thank-you snippet

​How leads match to ad clicks

​Set up conversion rules

​Verify

​When it does not work

​Next

What iClosed sends

Before you start

Connect iClosed

The thank-you snippet

How leads match to ad clicks

Set up conversion rules

Verify

When it does not work

Next