Virtual Closer and Salesflare
How to connect Virtual Closer
- Via Zapier — 7 operations available. Set it up ↗
What you can automate
- When new Appointment in Virtual Closer, create meeting, then create call in Salesflare.
- When new Client in Virtual Closer, find or create account, then find or create contact, then add contact to account in Salesflare.
- When new Lead in Virtual Closer, find or create contact in Salesflare.
- When updated Lead in Virtual Closer, find or create contact in Salesflare.
About Virtual Closer
Virtual Closer is a CRM with an AI closer built in that texts your leads, books the appointments, and tracks every policy.
Virtual Closer operations on Zapier
Triggers (7)
Start a workflow when this happens
- Cancelled Appointment — Triggers when an appointment is cancelled.
- Missed Appointment — Triggers when an appointment is marked a no-show.
- New Appointment — Triggers when an appointment is booked.
- New Client — Triggers when a lead converts to a client.
- New Lead — Triggers when a new lead is created.
Show 2 more triggers
- New Workflow Event — Triggers when a workflow reaches a send step.
- Updated Lead — Triggers when a lead's disposition changes.
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