Get Beverly and Salesflare

How to connect Get Beverly

When new Appointment in Get Beverly, create meeting, then create call in Salesflare.
When new Lead Reply in Get Beverly, find or create contact in Salesflare.
When new Lead in Get Beverly, find or create contact in Salesflare.

Get Beverly is an AI teammate for real estate agents that answers new leads in seconds, books appointments, and runs the follow-up for you.

Start a workflow when this happens

New Appointment — Triggers when an appointment is booked on a lead, whether it was set automatically or marked set by you. Use it to move the deal stage in your CRM, add the meeting to a calendar, or alert the team the moment it lands.
New Lead — Triggers when a new lead is added, whether it arrives from a connected CRM, an integration, or straight from your console. Use it to log leads, notify your team, or start follow-up in another app.
New Lead Reply — Triggers when a lead sends a text reply. Use it to alert your team the moment a lead responds, post the reply to your chat tool, or create a follow-up task so nothing slips.

Things Salesflare can make it do

Create Lead — Creates a new lead and starts texting it on your cadence. Only the phone number is required; the more fields you map, the better the conversation can be personalized.
Send Report — Sends a branded home valuation report to a lead that already exists in your account. Pair this with a New Lead or Find Lead step and map the Lead ID. The send is skipped when the lead is missing the details a report needs, and the reason is returned.

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