Brilliant Directories + Agiled Integration

If your business uses Agiled to create proposal, you'll want to make sure that your Brilliant Directories account is up-to-date with the latest lead information. This will ensure that you can track and measure each proposal's success rate and ultimately close more sales.

But what if you could automatically create a lead in Brilliant Directories each time you created a proposal? With this integration, you can! When you create a new proposal in Agiled, Integrately will automatically create a new lead in Brilliant Directories.

When someone completes your Brilliant Directories, a new contact is automatically created in your Agiled. This way, you can quickly follow up with the form and turn them into a customer!

Plus, all of the information from the Brilliant Directories is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Brilliant Directories - Agiled integration set up makes it easy to manage your customer relationships and grow your business.

Automatically creating a Agiled task for every new Brilliant Directories form not only eliminates the need for manual data entry, but it also ensures that each response is promptly followed up on.

By using this automation, you can rest assured that no form will fall through the cracks and that your Agiled team is always on top of things. Plus, automatically creating tasks from new form responses frees up your time so that you can focus on more important things.

So go ahead and set up this automation today!

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Agiled - Brilliant Directories integration, anytime a new Agiled contact is created, an Brilliant Directories lead should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.