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Brilliant Directories + Zoho CRM

Brilliant Directories + Zoho CRM

Brilliant Directories + Zoho CRM integrations

Create Zoho CRM module entries from new Brilliant Directories form inquiries

Save valuable time by automating your workflow from Brilliant Directories to Zoho CRM. With this setup, every time a new form inquiry is created in Brilliant Directories, a new module entry will be promptly created in Zoho CRM. Streamline efficiency and ensure every inquiry is swiftly addressed. No longer worry about manually transferring data, and focus more on providing faster, customer-oriented solutions.

When this happens...
New Form Inquiry CreatedTriggers when a new form inquiry is created.
TriggerPolling
automatically do this!
Create Module EntryCreates a new entry in a module
ActionWrite

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More things you can do with Brilliant Directories and Zoho CRM

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

- 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
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
New or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
Trigger
Instant
Try It
- Module
  Required
- Entry ID
  Required
- Tags
  Required
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
Action
Write
- Module
  Required
- Entry ID
  Required
- Related Module
  Required
- Related Entry ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search

- Help Text
- 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
- Choose Post Type
  Required
Trigger
Polling
Try It
- Help Text
Trigger
Polling
Try It
- 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
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Trigger
Polling
Try It
- Module
  Required
Trigger
Instant
Try It
New or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Trigger
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
Try It
- Module
  Required
- Entry ID
  Required
- File name
- Attchment File
  Required
Action
Write
- Lead
  Required
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- Module
  Required
- Layout
  Required
- Entry ID
  Required
- Trigger
Action
Write
- Module
  Required
- Layout
  Required
- Trigger
- duplicate check fields
Action
Write
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
Action
Search
- Module
  Required
- Field name
  Required
- Value
  Required
- Optional_copy
- Field name 2
- Value 2
- Layout
  Required
- Trigger
Action
Search or write

About Brilliant Directories

Brilliant Directories is a platform to Create Membership & Directory Websites

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Create new users in Brilliant Directories when new contacts are added in Zoho CRM

Create module entries in Zoho CRM for new users created in Brilliant Directories