Brilliant Directories + Upnify Integration

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 Upnify - Brilliant Directories integration, anytime a new Upnify client 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.

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