What Atlas reads from iClosed
| Data | Details |
|---|---|
| Bookings | Every call booked in iClosed, from your full history. |
| Lead email | The email on each booking: the strong ID Keyring joins on. |
| Booking date | When each call was booked, so it sits in order between the ad click and the payment. |
How a iClosed record finds its buyer
- 1Import the full historyOn the setup call Atlas brings in your iClosed history.
- 2Join on the emailA booking carries the lead's email, so Keyring joins it to their calls and Stripe payments automatically.
- 3Carry the ad click through a formIf the lead applied on your Typeform first, the visitor ID in its hidden field joins their earlier ad clicks to the same buyer.
What it feeds
- Bookings counted by person: Booked, showed, closed and collected, counted by person from the booking to the payment.
- Setters ranked by bookings that paid: Every call carries the setter who booked it, so the leaderboard ranks setters by the calls that showed and paid.
- Which ads make money: The bookings behind your revenue, with the ad that brought each one.
Questions
We book through iClosed. Does Atlas work with it?
Yes. Atlas connects to iClosed for bookings, and a booking carries the lead's email, so Keyring joins it to their calls and Stripe payments automatically.
Which setter's bookings actually show up?
Every call carries the setter who booked it, so the leaderboard ranks setters by the calls they booked that showed and paid, beside each one's show rate.
How does an iClosed booking tie back to the ad?
If the lead applied on your Typeform first, the visitor ID in its hidden field joins their earlier ad clicks to the same buyer, and the booking joins them on the same email.