Brilliant Directories + Teamwork CRM Integration

Integrate Brilliant Directories to Teamwork CRM in one click, or tell Integrately AI how you want each lead handled. Track deals, create contacts, update companies, and trigger sales follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Brilliant Directories
    Free plan signup form is submitted in Brilliant Directories Instant
  • Brilliant Directories
    Newsletter signup form is submitted in Brilliant Directories Instant
  • Brilliant Directories
    Member review form is submitted in Brilliant Directories Instant
  • Brilliant Directories
    Contact details form is submitted in Brilliant Directories Instant
  • Brilliant Directories
    Unsubscription form is submitted in Brilliant Directories Instant
  • Brilliant Directories
    Contact-us form is submitted in Brilliant Directories Instant
  • Brilliant Directories
    Post comment is submitted in Brilliant Directories Instant
  • Teamwork CRM
    Company is created in Teamwork CRM Instant
  • Teamwork CRM
    Contact is created in Teamwork CRM Instant
  • Teamwork CRM
    Deal is created in Teamwork CRM Instant
  • Teamwork CRM
    Deal is updated in Teamwork CRM Instant
  • Teamwork CRM
    Deal is deleted in Teamwork CRM Instant
  • Teamwork CRM
    Activity is created in Teamwork CRM Instant
  • Teamwork CRM
    Activity is updated in Teamwork CRM Instant
  • Teamwork CRM
    Activity is deleted in Teamwork CRM Instant
  • Teamwork CRM
    Note is created in Teamwork CRM Instant
  • Teamwork CRM
    File is created in Teamwork CRM Instant
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2.
  • Brilliant Directories
    Update user in Brilliant Directories
  • Brilliant Directories
    Create review in Brilliant Directories
  • Brilliant Directories
    Get review by ID in Brilliant Directories
  • Brilliant Directories
    Search lead in Brilliant Directories
  • Brilliant Directories
    Delete lead in Brilliant Directories
  • Brilliant Directories
    Search user in Brilliant Directories
  • Brilliant Directories
    Delete user in Brilliant Directories
  • Brilliant Directories
    Search review in Brilliant Directories
  • Brilliant Directories
    Delete review in Brilliant Directories
  • Brilliant Directories
    Update review in Brilliant Directories
  • Brilliant Directories
    Update post in Brilliant Directories
  • Brilliant Directories
    Search post in Brilliant Directories
  • Brilliant Directories
    Delete post in Brilliant Directories
  • Brilliant Directories
    Update lead in Brilliant Directories
  • Brilliant Directories
    Create lead in Brilliant Directories
  • Brilliant Directories
    Get lead by ID in Brilliant Directories
  • Brilliant Directories
    Create user in Brilliant Directories
  • Brilliant Directories
    Get user by ID in Brilliant Directories
  • Brilliant Directories
    Create post in Brilliant Directories
  • Teamwork CRM
    Create deal in Teamwork CRM
  • Teamwork CRM
    Search deal in Teamwork CRM
  • Teamwork CRM
    Create contact in Teamwork CRM
  • Teamwork CRM
    Search contact in Teamwork CRM
  • Teamwork CRM
    Create company in Teamwork CRM
  • Teamwork CRM
    Search company in Teamwork CRM
  • Teamwork CRM
    Create note in Teamwork CRM
  • Teamwork CRM
    Create activity in Teamwork CRM
  • Teamwork CRM
    Search activity in Teamwork CRM
  • Teamwork CRM
    Create pipeline in Teamwork CRM
  • Teamwork CRM
    Create stage in Teamwork CRM
  • Teamwork CRM
    Search country in Teamwork CRM
  • Teamwork CRM
    Search user in Teamwork CRM
  • Teamwork CRM
    Create product in Teamwork CRM
  • Teamwork CRM
    Search product in Teamwork CRM

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Ready Workflows Ready Workflows for Brilliant Directories + Teamwork CRM Integration

Capture leads, create deals, log contacts, update companies, and trigger sales pipelines, all in just one click.

Most popular automationsmost-popular-automations
Brilliant Directories + Teamwork CRM Integration

Create Teamwork CRM contact for new Brilliant Directories form

When someone completes your Brilliant Directories, a new contact is automatically created in your Teamwork CRM. 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 - Teamwork CRM integration set up makes it easy to manage your customer relationships and grow your business.
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Brilliant Directories + Teamwork CRM Integration

Create Teamwork CRM deal for new Brilliant Directories form

Integrating your Teamwork CRM with your Brilliant Directories, can help you automatically create new deals based on forms recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Brilliant Directories - Teamwork CRM integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Teamwork CRM + Brilliant Directories Integration

Create Brilliant Directories lead for new Teamwork CRM contact

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 Teamwork CRM - Brilliant Directories integration, anytime a new Teamwork CRM 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.
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Connect more apps to your Brilliant Directories + Teamwork CRM flow

Connect email marketing, payments, CRM, spreadsheets, messaging, and scheduling to extend your Brilliant Directories and Teamwork CRM workflows. Pick a combination and activate it in one click.

Brilliant Directories
Teamwork CRM
+
MailchimpMailchimp (8)
+
StripeStripe (8)
+
HubSpotHubSpot (8)
+
Google SheetsGoogle Sheets (8)
+
SlackSlack (8)
+
CalendlyCalendly (8)
B
T
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Add every Brilliant Directories free plan signup to Teamwork CRM, and create a subscriber in Mailchimp.
New Brilliant Directories signups appear in Teamwork CRM as deals and join your Mailchimp list instantly, so manual data entry disappears.
T
B
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When a deal is created in Teamwork CRM, search for the user in Brilliant Directories and send an email campaign in Mailchimp.
Teamwork CRM deals trigger user lookups in Brilliant Directories and targeted email campaigns in Mailchimp without manual checks.
T
B
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When a deal is updated in Teamwork CRM, update the lead in Brilliant Directories and add a tag in Mailchimp.
Deal changes in Teamwork CRM automatically update Brilliant Directories leads and tag subscribers in Mailchimp.
T
B
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When a contact is created in Teamwork CRM, get the user in Brilliant Directories and add them to a list in Mailchimp.
New Teamwork CRM contacts retrieve Brilliant Directories user data and join specific Mailchimp lists automatically.
T
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If a deal is created in Teamwork CRM, create a company in Teamwork CRM and update the subscriber in Mailchimp.
High-value deals in Teamwork CRM automatically establish company records and update subscriber segments in Mailchimp.
T
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When a deal is deleted in Teamwork CRM, delete the user in Brilliant Directories and unsubscribe them in Mailchimp.
Deleted Teamwork CRM deals clean up your Brilliant Directories users and unsubscribe contacts in Mailchimp.
B
T
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Use Claude to analyse Brilliant Directories signups, create a deal in Teamwork CRM, and create a subscriber in Mailchimp.
Claude evaluates Brilliant Directories submissions, creates matched Teamwork CRM deals, and sets up Mailchimp subscribers.
B
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When a free plan signup form is submitted in Brilliant Directories, create a deal in Teamwork CRM, add a Mailchimp subscriber, and notify Slack.
Signups trigger Teamwork CRM deals, Mailchimp subscriptions, and instant Slack team alerts.

Supported triggers and actions for Brilliant Directories and Teamwork CRM

Mix and match to build the exact automation you need

Brilliant Directories
Brilliant Directories Triggers & Actions
Instant
Free plan signup form is submitted in Brilliant Directories
Triggers the automation when a signup form is submitted fro the free plan
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Instant
Newsletter signup form is submitted in Brilliant Directories
Triggers the automation when a newsletter signup form is submitted
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Instant
Member review form is submitted in Brilliant Directories
Triggers the automation when a member review form is submitted
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Instant
Contact details form is submitted in Brilliant Directories
Triggers the automation when a contact details form is submitted
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Instant
Unsubscription form is submitted in Brilliant Directories
Triggers the automation when a form is submitted for unsubscription
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Instant
Contact-us form is submitted in Brilliant Directories
Triggers the automation when someone submits a 'Contact Us form'
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Instant
Post comment is submitted in Brilliant Directories
Triggers the automation when a post is commented on
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Update user in Brilliant Directories
Updates user information
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Create review in Brilliant Directories
Generates and post reviews for products or services
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Get review by ID in Brilliant Directories
Retrieves a review from the database using its id
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Search lead in Brilliant Directories
Retrieves information for a particular lead
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Delete lead in Brilliant Directories
Removes a lead from the database
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Search user in Brilliant Directories
Searches for a user
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Delete user in Brilliant Directories
Removes a user from the system
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Search review in Brilliant Directories
Searches for a review
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Delete review in Brilliant Directories
Deletes a review from the system
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Update review in Brilliant Directories
Updates and refresh the review content
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Update post in Brilliant Directories
Updates the content of a post with new information
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Search post in Brilliant Directories
Searches and locate posts
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Delete post in Brilliant Directories
Deletes a particular post
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Update lead in Brilliant Directories
Updates the lead information
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Create lead in Brilliant Directories
Generates new leads for potential customers
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Get lead by ID in Brilliant Directories
Retrieves a lead's information based on their id
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Create user in Brilliant Directories
Generates a new user account
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Get user by ID in Brilliant Directories
Retrieves user information using their id
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Create post in Brilliant Directories
Creates and publish a new post
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Teamwork CRM
Teamwork CRM Triggers & Actions
Instant
Company is created in Teamwork CRM
Triggers the automation when a new company is created
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Instant
Contact is created in Teamwork CRM
Triggers the automation when a new contact is created
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Instant
Deal is created in Teamwork CRM
Triggers the automation when a deal is created
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Instant
Deal is updated in Teamwork CRM
Triggers the automation when a deal is updated
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Instant
Deal is deleted in Teamwork CRM
Triggers the automation when a deal is deleted
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Instant
Activity is created in Teamwork CRM
Triggers the automation when a new activity is created
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Instant
Activity is updated in Teamwork CRM
Triggers the automation when an activity is updated
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Instant
Activity is deleted in Teamwork CRM
Triggers the automation when any activity is deleted
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Instant
Note is created in Teamwork CRM
Triggers the automation when a new note is created
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Instant
File is created in Teamwork CRM
Triggers the automation when a particular action in the workflow fails
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Create deal in Teamwork CRM
Generates a new deal with
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Search deal in Teamwork CRM
Retrieves and find a deal
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Create contact in Teamwork CRM
Adds a new contact to the database
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Search contact in Teamwork CRM
Finds and retrieves contact information
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Create company in Teamwork CRM
Generates a new company profile with given details
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Search company in Teamwork CRM
Finds information about a company
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Create note in Teamwork CRM
Creates a new note in the particular format
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Create activity in Teamwork CRM
Generates a new activity or task
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Search activity in Teamwork CRM
Retrieves search results based on particular criteria
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Create pipeline in Teamwork CRM
Creates a new pipeline
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Create stage in Teamwork CRM
Generates a new stage for the workflow
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Search country in Teamwork CRM
Searches for a country
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Search user in Teamwork CRM
Searches for a user
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Create product in Teamwork CRM
Generates and launch new products
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Search product in Teamwork CRM
Searches for a product
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What can you automate with Brilliant Directories + Teamwork CRM?

Streamline your membership management and sales pipeline with automated workflows that handle data sync, lead routing, and team alerts.

What you can automate?
🔄
Sync free plan signups to sales deals
Automatically capture free plan signup form submissions in Brilliant Directories and turn them into active deals in Teamwork CRM without manual intervention.
📋
Capture every submitted contact detail
Map all submitted form fields from Brilliant Directories into Teamwork CRM contacts and leads instead of just capturing basic names and email addresses.
🔔
Alert your team instantly on new leads
Send immediate notifications to your sales channel whenever a member review form or contact details form is submitted in Brilliant Directories.
🔀
Route deals based on submitted criteria
Evaluate incoming form submissions from Brilliant Directories and create specific pipeline stages or assign deals in Teamwork CRM based on submitted responses.
🔄
Keep CRM records updated as forms change
Automatically update existing user profiles and lead records in Brilliant Directories whenever corresponding deals are modified in Teamwork CRM.
🔍
Search and update instead of duplicating
Check for existing user records in Brilliant Directories before creating new contacts or deals in Teamwork CRM to maintain a clean database.
📉
Handle deal cancellations and closures
Remove leads or update user statuses automatically in Brilliant Directories when deals are marked as deleted or closed in Teamwork CRM.
📧
Extend workflows to email marketing
Trigger automated subscriber additions in Mailchimp alongside your Brilliant Directories signups and Teamwork CRM deal creation.
And much more...

Who is Brilliant Directories + Teamwork CRM integration for?

Sales teams, membership site owners, and business managers use this integration to automate lead management and keep pipeline data accurate across platforms.

Performance marketers
Performance marketers
Sales reps
Sales reps
Account managers
Account managers
Operations leads
Operations leads
Business owners
Business owners
Support leads
Support leads
📈
Performance marketers
You're running campaigns across multiple membership tiers but your tracking records only update when someone manually exports submissions, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new signup lands in your CRM instantly and your data stays current.
Sales reps
You rely on fast outreach when visitors complete contact forms, but waiting for manual lead transfers leaves you calling prospects long after they've moved on — automating both apps means every new submission creates a deal instantly, letting you connect with leads the moment they register.
👔
Account managers
You answer to clients who want immediate visibility into incoming pipeline activity, but piecing together submissions by hand leads to missed accounts and delayed onboarding — integrating these apps means every new registration appears in your CRM immediately, ensuring client portfolios remain fully up to date.
📊
Operations leads
The volume of member signups is too high for anyone to keep up with by hand, resulting in scattered records and mismatched pipeline stages across tools — connecting these apps means every form entry syncs automatically, giving your entire team a reliable and unified view of business growth.
🤝
Business owners
You depend on accurate pipeline tracking to make critical financial decisions, but gaps between form submissions and CRM deals distort your revenue forecasts — this integration means every transaction and inquiry flows seamlessly into your sales pipeline, providing trustworthy data for every review.
📁
Support leads
You need a reliable history of user inquiries to handle customer requests effectively, but missing contact details leave your team scrambling for context — automating both apps means every inquiry populates your system instantly, ensuring your support staff always has complete background information.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Brilliant Directories + Teamwork CRM

Build and manage your Brilliant Directories + Teamwork CRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Brilliant Directories + Teamwork CRM with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Brilliant Directories to Teamwork CRM?
Frequently Asked Questions
You can connect Brilliant Directories to Teamwork CRM in 1 click using ready templates or ask Integrately AI to build the automation and map the fields for you. Additional tools like Mailchimp, Stripe, and Slack can also be integrated easily.
Can I automatically create deals in Teamwork CRM when members sign up in Brilliant Directories?
Frequently Asked Questions
Can I connect Brilliant Directories, Teamwork CRM, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Brilliant Directories and Teamwork CRM?
Frequently Asked Questions
How are form submissions in Brilliant Directories handled in Teamwork CRM?
Frequently Asked Questions
Can I update user records in Brilliant Directories when deals change in Teamwork CRM?
Frequently Asked Questions
Do I need coding skills to automate Brilliant Directories and Teamwork CRM?
Frequently Asked Questions
Is the Brilliant Directories and Teamwork CRM integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Brilliant Directories or Teamwork CRM With 1500+ Other Apps

Brilliant Directories
Popular Brilliant Directories Integrations
Connect Brilliant Directories to email marketing, form builders, and membership tools to streamline user management.
Teamwork CRM
Popular Teamwork CRM Integrations
Sync Teamwork CRM with accounting, project management, and analytics platforms to keep sales data active across your stack.