Brilliant Directories + Zoho CRM Integration

Integrate Brilliant Directories to Zoho CRM in one click, or tell Integrately AI how you want each lead handled. Qualify enquiries, update your CRM records, alert your team in real time, and trigger 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
  • Zoho CRM
    Contact is created in Zoho CRM
  • Zoho CRM
    Contact is updated in Zoho CRM
  • Zoho CRM
    Module entry is created/updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is updated in Zoho CRM Instant
  • Zoho CRM
    Module entry is added in Zoho CRM Instant
  • Zoho CRM
    Lead is created in Zoho CRM
  • Zoho CRM
    Lead is updated in Zoho CRM
  • Zoho CRM
    User is created in Zoho CRM
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2.
  • Brilliant Directories
    Delete 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
    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
    Update user 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
  • Zoho CRM
    Add attachment in Zoho CRM
  • Zoho CRM
    Create or Update Lead in Zoho CRM
  • Zoho CRM
    Create module entry in Zoho CRM
  • Zoho CRM
    Create or Update Module Entry in Zoho CRM
  • Zoho CRM
    Update module entry in Zoho CRM
  • Zoho CRM
    Search module entry in Zoho CRM
  • Zoho CRM
    Get module entry by Id in Zoho CRM
  • Zoho CRM
    Create or Update Contact in Zoho CRM
  • Zoho CRM
    Search contact in Zoho CRM
  • Zoho CRM
    Convert lead in Zoho CRM
  • Zoho CRM
    Search lead in Zoho CRM
  • Zoho CRM
    Add note to module entry in Zoho CRM
  • Zoho CRM
    Add tag in Zoho CRM

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Ready Workflows Ready Workflows for Brilliant Directories + Zoho CRM Integration

Capture submissions, create leads, update records, alert your team, and trigger follow-ups, all in just one click.

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

Create Zoho CRM contact for new Brilliant Directories form

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

Create Zoho CRM module for new Brilliant Directories form

When you receive a new Brilliant Directories form, automatically a module is created for you with the responses from Brilliant Directories in Zoho CRM. This is especially helpful if you want to collect data from multiple people and need to track it in one place. Plus, you can easily share the Zoho CRM with others so they can see the responses as well.

So why wait? Get started today and make your data collection process more efficient!
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Zoho CRM + Brilliant Directories Integration

Create Brilliant Directories lead for new Zoho 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 Zoho CRM - Brilliant Directories integration, anytime a new Zoho 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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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Brilliant Directories + Zoho CRM flow

Capture submissions in Brilliant Directories, sync your leads to Zoho CRM, and push updates or alerts to your favorite platform. Pick a combination and activate it in one click.

Brilliant Directories
Zoho CRM
+
WordPressWordPress (4)
+
MailchimpMailchimp (4)
+
StripeStripe (4)
+
Google SheetsGoogle Sheets (4)
+
SlackSlack (4)
+
ZoomZoom (4)
B
Z
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When a Brilliant Directories contact details form is submitted, create a Zoho CRM lead, and publish a post in WordPress.
New Brilliant Directories submissions instantly create leads in Zoho CRM and new posts in WordPress without manual entry.
B
Z
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When a Brilliant Directories member review form is submitted, update the Zoho CRM lead, and update a post in WordPress.
Keep your WordPress site and Zoho CRM records synchronized whenever a member review is submitted in Brilliant Directories.
B
Z
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When a newsletter signup form is submitted in Brilliant Directories, create a Zoho CRM contact, and create a user in WordPress.
Turn Brilliant Directories newsletter subscribers into Zoho CRM contacts and WordPress users automatically.
B
Z
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When a free plan signup form is submitted in Brilliant Directories, add a Zoho CRM lead, and create a WordPress post for onboarding.
Log free plan signups from Brilliant Directories into Zoho CRM and trigger an onboarding post in WordPress.

Supported triggers and actions for Brilliant Directories and Zoho 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
Try it →
Instant
Contact details form is submitted in Brilliant Directories
Triggers the automation when a contact details form is submitted
Try it →
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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Delete user in Brilliant Directories
Removes a user from the system
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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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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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Update user in Brilliant Directories
Updates user 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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Zoho CRM
Zoho CRM Triggers & Actions
Contact is created in Zoho CRM
Triggers the automation when a new contact is created
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Contact is updated in Zoho CRM
Triggers the automation when a contact is updated
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Instant
Module entry is created/updated in Zoho CRM
Triggers the automation when a module entry is created or updated
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Instant
Module entry is updated in Zoho CRM
Triggers the automation when any module entry is modified
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Instant
Module entry is added in Zoho CRM
Triggers the automation when a new entry is added to a module
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Lead is created in Zoho CRM
Triggers the automation when a new lead is created
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Lead is updated in Zoho CRM
Triggers the automation when the lead information is updated
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User is created in Zoho CRM
Triggers the automation when a new user is created
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Add attachment in Zoho CRM
Adds an attachment to an email or message
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Create or Update Lead in Zoho CRM
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Create module entry in Zoho CRM
Creates a new entry in a module
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Create or Update Module Entry in Zoho CRM
Creates or updates an entry in a module
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Update module entry in Zoho CRM
Updates the information for a module entry
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Search module entry in Zoho CRM
Searches for a module entry
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Get module entry by Id in Zoho CRM
Retrieves a module entry using its id
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Create or Update Contact in Zoho CRM
Adds or update contact information
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Search contact in Zoho CRM
Finds and retrieves contact information
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Convert lead in Zoho CRM
Convert potential leads into customers
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Search lead in Zoho CRM
Retrieves information for a particular lead
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Add note to module entry in Zoho CRM
Adds a note to a module entry
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Add tag in Zoho CRM
Adds tags to particular items based on predefined criteria
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What can you automate with Brilliant Directories + Zoho CRM?

Streamline your membership platform and CRM data flow with ready-made automation workflows.

What you can automate?
🔄
Sync Brilliant Directories submissions to Zoho CRM leads automatically
Capture contact details form submissions from Brilliant Directories and instantly generate corresponding lead records in Zoho CRM without manual copy-pasting.
📋
Capture every submitted field in your CRM records
Map all custom form fields from your Brilliant Directories signups into Zoho CRM attributes so your sales reps have complete context on every prospect.
🔔
Alert your team the moment a new lead arrives
Trigger instant notifications or task assignments in your team communication tools whenever a new member registers or submits an inquiry.
🔀
Route leads based on submitted form criteria
Evaluate form answers and direct high-value signups to senior sales reps in Zoho CRM while routing standard inquiries to general queues.
✏️
Keep CRM records updated as members change details
Automatically update existing contact entries in Zoho CRM whenever a member modifies their profile or submits updated information on your site.
🛡️
Prevent duplicate records during peak signups
Search existing database entries before creating new records to ensure clean data management across your membership site and CRM.
⏱️
Handle member subscription and review lifecycle events
Trigger automated workflow updates in your CRM whenever a member review form or unsubscription request is submitted on your directory.
🌐
Extend your workflow to marketing and support tools
Connect your core Brilliant Directories and Zoho CRM flow with Mailchimp or Google Sheets to synchronize email lists and tracking sheets effortlessly.
And much more...

Who is Brilliant Directories + Zoho CRM integration for?

Connecting Brilliant Directories and Zoho CRM eliminates manual data entry, ensuring your sales and marketing teams always have immediate access to fresh lead details.

Marketing directors
Marketing directors
Sales representatives
Sales representatives
Agency account managers
Agency account managers
Operations coordinators
Operations coordinators
Business development leads
Business development leads
Data compliance officers
Data compliance officers
📈
Marketing directors
You're running membership acquisition campaigns on your directory site but your CRM reports only update when someone manually exports submissions, so your conversion metrics are always a few hours behind — with this integration, every new signup lands in your CRM instantly and your dashboards stay current.
Sales representatives
You need to reach out to new inbound leads while they are actively engaged, but contact details sit in your directory inbox until someone remembers to copy them over — with this integration, every form submission creates a CRM lead immediately so you can follow up without delay.
🤝
Agency account managers
You manage client membership platforms and need to demonstrate steady lead generation performance, but piecing together stats from disparate tools takes hours every week — automating both apps means your CRM always reflects accurate submission counts without manual reporting effort.
📊
Operations coordinators
You handle high volumes of member reviews and contact requests every day, and manual data transfer inevitably leads to missed entries and formatting errors — this integration means every form response is processed reliably without human intervention.
🎯
Business development leads
You depend on website inquiries being handed over cleanly to your sales pipeline for qualification and demo scheduling — connecting these apps means every prospect flows directly into your CRM stages the moment they submit their information.
🔍
Data compliance officers
You need a complete and verifiable history of member signups, reviews, and opt-outs for auditing purposes, but manual record-keeping leaves persistent gaps — automating both apps means every member action is logged consistently and accurately.
Our team

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Why choose Integrately to automate Brilliant Directories + Zoho CRM

Build and manage your Brilliant Directories + Zoho 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 + Zoho 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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Automation is ready
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Frequently Asked Questions

How do I connect Brilliant Directories to Zoho CRM?
Frequently Asked Questions
You can connect Brilliant Directories to Zoho CRM in 1-click using ready templates on Integrately, or use Integrately AI to build custom workflows linking your directory site with tools like Google Sheets and Slack.
Can I automatically sync Brilliant Directories form submissions to Zoho CRM leads?
Frequently Asked Questions
Can I connect Brilliant Directories, Zoho CRM, and Mailchimp?
Frequently Asked Questions
What is a good Zapier alternative for Brilliant Directories and Zoho CRM?
Frequently Asked Questions
How are member reviews handled between Brilliant Directories and Zoho CRM?
Frequently Asked Questions
Can I update Zoho CRM contacts when newsletter signups occur in Brilliant Directories?
Frequently Asked Questions
Do I need coding skills to automate Brilliant Directories and Zoho CRM?
Frequently Asked Questions
Is the Brilliant Directories and Zoho CRM integration free?
Frequently Asked Questions
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You Can Also Connect Brilliant Directories or Zoho CRM With 1500+ Other Apps

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