1.Creates new directory member
Integrate Brilliant Directories and directory data to detect new member signups for creating CRM and sheet records.
Add new directory members to CRM and sheet
Automatically monitor new user and member signups across Brilliant Directories and customer data workflows. Create and update CRM contacts and append reporting rows when member email signs up, new directory members are created, or service identifiers arriveβso you can import contacts, categorize services, and trace sources without manual reporting.
How this automation upserts directory contacts and preserves reporting
When new directory members are created, missing CRM updates and messy spreadsheets can slow follow-up. This automation maps service identifiers and upserts contacts and appends tracking rowsβso your team can onboard faster with clean records.
Brilliant Directoriesor swap with your favorite app
2.Looks up existing member row
Integrate Google Sheets and data lookup tools to find an existing row by member email for avoiding duplicates.
Google Sheetsor swap with your favorite app
3.Maps service identifiers to categories
Integrate Code by Zapier and mapping logic tools to translate service IDs into readable category labels.
Code by Zapieror swap with your favorite app
4.Finds or creates the contact
Integrate HubSpot and CRM records to search by email and upsert contact properties from the signup.
HubSpotor swap with your favorite app
5.Adds tracking row to worksheet
Integrate Google Sheets and reporting systems to append a row with member details, categories, and source traceability.
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