Create Brilliant Directories user for new Microsoft Dynamics 365 CRM contact
Microsoft Dynamics 365 CRM + Brilliant Directories Integration
Brilliant Directories + Microsoft Dynamics 365 CRM Integration
Integrate Brilliant Directories to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each lead handled. Capture submissions, sync accounts, alert your team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Free plan signup form is submitted in Brilliant Directories Instant- Newsletter signup form is submitted in Brilliant Directories Instant
- Member review form is submitted in Brilliant Directories Instant
- Contact details form is submitted in Brilliant Directories Instant
- Unsubscription form is submitted in Brilliant Directories Instant
- Contact-us form is submitted in Brilliant Directories Instant
- Post comment is submitted in Brilliant Directories Instant
Contact is updated in Microsoft Dynamics 365 CRM- Sales order is created in Microsoft Dynamics 365 CRM
- Contact is created in Microsoft Dynamics 365 CRM
- Account is created in Microsoft Dynamics 365 CRM
- Account is updated in Microsoft Dynamics 365 CRM
- Opportunity is created in Microsoft Dynamics 365 CRM
- Opportunity is updated in Microsoft Dynamics 365 CRM
- Case is created in Microsoft Dynamics 365 CRM
- Case is updated in Microsoft Dynamics 365 CRM
- Lead is created in Microsoft Dynamics 365 CRM
- Lead is updated in Microsoft Dynamics 365 CRM
- Quote is updated in Microsoft Dynamics 365 CRM
2.
- Search post in Brilliant Directories
- Update post in Brilliant Directories
- Update review in Brilliant Directories
- Delete review in Brilliant Directories
- Search review in Brilliant Directories
- Delete user in Brilliant Directories
- Search user in Brilliant Directories
- Delete lead in Brilliant Directories
- Search lead in Brilliant Directories
- Get review by ID in Brilliant Directories
- Create review in Brilliant Directories
- Delete post in Brilliant Directories
- Update lead in Brilliant Directories
- Update user in Brilliant Directories
- Create lead in Brilliant Directories
- Get lead by ID in Brilliant Directories
- Create user in Brilliant Directories
- Get user by ID in Brilliant Directories
- Create post in Brilliant Directories
- Create lead in Microsoft Dynamics 365 CRM
- Update lead in Microsoft Dynamics 365 CRM
- Search lead in Microsoft Dynamics 365 CRM
- Create contact in Microsoft Dynamics 365 CRM
- Update contact in Microsoft Dynamics 365 CRM
- Create account in Microsoft Dynamics 365 CRM
- Search account in Microsoft Dynamics 365 CRM
- Update account in Microsoft Dynamics 365 CRM
- Search contact in Microsoft Dynamics 365 CRM
- Search Currency in Microsoft Dynamics 365 CRM
- Create case in Microsoft Dynamics 365 CRM
- Update case in Microsoft Dynamics 365 CRM
- Search case in Microsoft Dynamics 365 CRM
- Get account by ID in Microsoft Dynamics 365 CRM
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Ready Workflows for Brilliant Directories + Microsoft Dynamics 365 CRM Integration
Capture leads, organise submissions, keep records updated, alert your team, and send follow-ups, all in just one click.
Most popular automations
Create Brilliant Directories post for new Microsoft Dynamics 365 CRM contact
Microsoft Dynamics 365 CRM + Brilliant Directories Integration
Create Brilliant Directories lead for new Microsoft Dynamics 365 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 Microsoft Dynamics 365 CRM - Brilliant Directories integration, anytime a new Microsoft Dynamics 365 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.
See moreHowever, 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 Microsoft Dynamics 365 CRM - Brilliant Directories integration, anytime a new Microsoft Dynamics 365 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.
Create Microsoft Dynamics 365 CRM contact for new Brilliant Directories form
When someone completes your Brilliant Directories, a new contact is automatically created in your Microsoft Dynamics 365 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 - Microsoft Dynamics 365 CRM integration set up makes it easy to manage your customer relationships and grow your business.
See morePlus, 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 - Microsoft Dynamics 365 CRM integration set up makes it easy to manage your customer relationships and grow your business.
When Contact us form is submitted in Brilliant Directories > Check any condition > Create contact in Microsoft Dynamics 365 CRM
Brilliant Directories + Microsoft Dynamics 365 CRM Integration
When Contact us form is submitted in Brilliant Directories > Check any condition > Create lead in Microsoft Dynamics 365 CRM
Brilliant Directories + Microsoft Dynamics 365 CRM Integration
When Contact is created in Microsoft Dynamics 365 CRM > Check condition > Create lead in Brilliant Directories
Microsoft Dynamics 365 CRM + Brilliant Directories Integration
When Contact is created in Microsoft Dynamics 365 CRM > Check condition > Create user in Brilliant Directories
Microsoft Dynamics 365 CRM + Brilliant Directories Integration
When Lead is created in Microsoft Dynamics 365 CRM > Check condition > Create lead in Brilliant Directories
Microsoft Dynamics 365 CRM + Brilliant Directories Integration
When Lead is created in Microsoft Dynamics 365 CRM > Check condition > Create user in Brilliant Directories
Microsoft Dynamics 365 CRM + Brilliant Directories Integration
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Connect more apps to your Brilliant Directories + Microsoft Dynamics 365 CRM flow
Connect email marketing, site content, customer support, scheduling, billing, and team chat to your core workflow. Pick a combination and activate it in one click.
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Mailchimp (4)
Mailchimp (4) +
WordPress (3)
WordPress (3) +
HubSpot (3)
HubSpot (3) +
Calendly (3)
Calendly (3) +
Stripe (3)
Stripe (3) +
Slack (3)
Slack (3) B
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Add every Brilliant Directories free plan signup as a Microsoft Dynamics 365 CRM lead, and subscribe them in Mailchimp
New signups in Brilliant Directories create a Microsoft Dynamics 365 CRM lead and get added to Mailchimp instantly without manual entry.
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Send a welcome email in Mailchimp whenever a Brilliant Directories contact details form creates a Microsoft Dynamics 365 CRM lead
Contact submissions in Brilliant Directories instantly generate Microsoft Dynamics 365 CRM leads and trigger automated Mailchimp emails.
B
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Add newsletter subscribers from Brilliant Directories to Microsoft Dynamics 365 CRM and update their status in Mailchimp
Newsletter signups from Brilliant Directories flow into Microsoft Dynamics 365 CRM and sync subscriber tags in Mailchimp.
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Unsubscribe contacts in Mailchimp when an unsubscription form is submitted in Brilliant Directories, and update Microsoft Dynamics 365 CRM
User unsubscriptions in Brilliant Directories automatically update Mailchimp and modify contact records in Microsoft Dynamics 365 CRM.
Supported triggers and actions for Brilliant Directories and Microsoft Dynamics 365 CRM
Mix and match to build the exact automation you need
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
Try it → Instant
Newsletter signup form is submitted in Brilliant Directories
Triggers the automation when a newsletter signup form is submitted
Try it → 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
Try it → Instant
Contact-us form is submitted in Brilliant Directories
Triggers the automation when someone submits a 'Contact Us form'
Try it → Instant
Post comment is submitted in Brilliant Directories
Triggers the automation when a post is commented on
Try it → Microsoft Dynamics 365 CRM Triggers & Actions
Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
Try it → Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
Try it → Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
Try it → Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
Try it → Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
Try it → Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
Try it → Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
Try it → Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
Try it → Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
Try it → Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
Try it → Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
Try it → What can you automate with Brilliant Directories + Microsoft Dynamics 365 CRM?
Streamline your membership data and sales pipeline with reliable automated workflows between Brilliant Directories and Microsoft Dynamics 365 CRM.
🚀
Create Microsoft Dynamics 365 CRM leads from Brilliant Directories signups automatically
Every free plan signup form submitted in Brilliant Directories immediately generates a new lead in Microsoft Dynamics 365 CRM. Eliminate manual copy-pasting and start your sales follow-ups without delay.
📋
Capture every submitted form field in Microsoft Dynamics 365 CRM
Map all available contact details and custom form responses from Brilliant Directories directly into your Microsoft Dynamics 365 CRM lead profiles. Ensure your sales team has complete context for every inquiry.
🔔
Alert your team instantly when a member review form is submitted
Send real-time notifications to your team whenever a member submits a review or feedback form in Brilliant Directories. Keep your customer success staff informed of community sentiment immediately.
🔀
Route leads to different Microsoft Dynamics 365 CRM pipelines based on form values
Evaluate incoming Brilliant Directories submissions and direct leads to specific Microsoft Dynamics 365 CRM accounts or sales queues based on submitted form criteria.
🔄
Update Microsoft Dynamics 365 CRM records whenever Brilliant Directories user profiles change
Keep customer data synchronized by automatically updating Microsoft Dynamics 365 CRM records whenever user details or subscription forms are modified in Brilliant Directories.
🔍
Search and update existing records in Microsoft Dynamics 365 CRM to prevent duplicates
Search for existing contacts before creating new entries, ensuring your Microsoft Dynamics 365 CRM database remains clean and free of duplicate lead records.
📊
Manage account statuses when orders and subscriptions change
Trigger account updates in Microsoft Dynamics 365 CRM when new sales orders or membership status changes occur across your connected business systems.
💬
Extend your Brilliant Directories and Microsoft Dynamics 365 CRM flow to Slack
Connect your core automation to Slack to broadcast new lead creation events, team updates, and customer activity directly to your collaboration channels.
And much more...
Who is Brilliant Directories + Microsoft Dynamics 365 CRM integration for?
Connecting Brilliant Directories to Microsoft Dynamics 365 CRM helps membership managers, sales teams, and directory owners eliminate manual data entry and keep records aligned.
Performance marketers
Sales reps
Agency account managers
Membership operations teams
Business development leads
Database administrators
📈
Performance marketers
You're running campaigns across multiple membership tiers but your CRM only updates 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 Microsoft Dynamics 365 CRM instantly and your pipeline stays current.
⚡
Sales reps
You need to act fast on new inquiries, and you find out too late when forms sit unread in your directory admin panel — this integration means every contact details submission creates a Microsoft Dynamics 365 CRM lead immediately so you can reach out first.
🤝
Agency account managers
You answer to a client who wants to see membership growth reported in real time, but manual tracking leaves gaps in your progress updates — automating both apps means every free plan signup flows straight into Microsoft Dynamics 365 CRM to keep client reports accurate.
🏢
Membership operations teams
The volume of incoming signups is too high for anyone to keep up by hand, leading to missed contacts and forgotten follow-ups — integrating these apps means every submission is captured and logged without manual effort.
💼
Business development leads
You own the follow-up stage and depend on site visitors to hand over correct details before you can start outreach — connecting these apps means every form submission populates Microsoft Dynamics 365 CRM with complete data for your team.
🗂️
Database administrators
You need a reliable history of member activity and keep finding gaps in your records caused by missed manual entries — this integration means every form submission is permanently logged in Microsoft Dynamics 365 CRM without exception.
Did you know?
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Why choose Integrately to automate Brilliant Directories + Microsoft Dynamics 365 CRM
Build and manage your Brilliant Directories + Microsoft Dynamics 365 CRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Brilliant Directories + Microsoft Dynamics 365 CRM with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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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.
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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.
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Frequently Asked Questions
How do I connect Brilliant Directories to Microsoft Dynamics 365 CRM?
You can connect Brilliant Directories to Microsoft Dynamics 365 CRM in one click using pre-built templates or ask Integrately AI to build the automation for you. Additional apps like Mailchimp, HubSpot, and Slack can also be integrated seamlessly.
Can I automatically create Microsoft Dynamics 365 CRM leads from Brilliant Directories signups?
Can I connect Brilliant Directories, Microsoft Dynamics 365 CRM, and Slack?
What is a good Zapier alternative for Brilliant Directories and Microsoft Dynamics 365 CRM?
How does Brilliant Directories handle member data during integration?
Can I update existing contact records in Microsoft Dynamics 365 CRM from form submissions?
Do I need coding skills to automate Brilliant Directories and Microsoft Dynamics 365 CRM?
Is the Brilliant Directories and Microsoft Dynamics 365 CRM integration free?
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