Brilliant Directories + Redtail CRM
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.
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 Created
Triggers when a new contact is created in your database.
- automatically do this!Create User
Creates new user record in your Brilliant Directories website database.
- Free forever for core features
- 14 day trial for premium features & apps
Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
