Copper + Brilliant Directories Integration

When someone completes your Brilliant Directories, a new person is automatically created in your Copper. 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 person, so you don't have to waste time manually entering data. Thus, having a Brilliant Directories - Copper integration set up makes it easy to manage your customer relationships and grow your business.

It's important to stay on top of your customer relationships, and one way to do that is to create Copper tasks for new Brilliant Directories forms received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Copper task for new Brilliant Directories form received today - your customers will thank you for it!

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 Copper - Brilliant Directories integration, anytime a new Copper person 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.