Brilliant Directories + Redtail CRM

Brilliant Directories + Redtail CRM integrations

Create new Brilliant Directories users when Redtail CRM contacts are added

Effortlessly maintain consistency between your Redtail CRM and Brilliant Directories platforms with this seamless workflow. Whenever a new contact is created in Redtail CRM, a user will be created in Brilliant Directories to match. Save time, reduce manual work, and ensure accurate data across both systems with this automation.

When this happens...
Contact CreatedTriggers when a new contact is created in your database.
TriggerInstant
automatically do this!
Create UserCreates new user record in your Brilliant Directories website database.
ActionWrite

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More things you can do with Redtail CRM and Brilliant Directories

Discover other triggers and actions you can use with Redtail CRM and Brilliant Directories

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- Help Text
- Field To Search
  Required
- Field To Search Value
Trigger
Polling
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- Help Text
- Field To Search
  Required
- Field To Search Value
Trigger
Polling
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- Help Text
Trigger
Polling
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- Help Text
- Choose Post Type
  Required
Trigger
Polling
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- Help Text
Trigger
Polling
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- Choose Post Type
  Required
Action
Write
Create User
Creates new user record in your Brilliant Directories website database.
Action
Write
- Choose Post Type
- Post ID
  Required
Action
Write
- User ID
  Required
- Do you want to also delete the member's images?
Action
Write
- Lead ID
  Required
Action
Write
- Review ID to update
  Required
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
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Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
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- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
- Help Text
- Field To Search
  Required
- Field To Search Value
Trigger
Polling
Try It
- Help Text
- Choose Post Type
  Required
- Field To Search
  Required
- Field To Search Value
Trigger
Polling
Try It
- Help Text
- Field To Search
  Required
- Field To Search Value
Trigger
Polling
Try It
- Help Text
Trigger
Polling
Try It
- Help Text
Trigger
Polling
Try It
Create Lead
Creates new lead record in your Brilliant Directories website database.
Action
Write
Create Review
Creates new review record in your Brilliant Directories website database.
Action
Write
- Lead ID
  Required
Action
Write
- Review ID
  Required
Action
Write
- Email to Unsubcribed
  Required
Action
Write
- Choose Post Type
  Required
- Post ID
  Required
Action
Write
- User ID to update
  Required
Action
Write

About Brilliant Directories

Brilliant Directories is a platform to Create Membership & Directory Websites

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CRM (Customer Relationship Management)

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About Redtail CRM