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Automatically create Salesforce leads from new Brilliant Directories members, centralizing sales data. Latenode’s visual editor makes mapping fields effortless, and affordable pricing lets you scale lead generation without cost concerns.
Connect Brilliant Directories and Salesforce in minutes with Latenode.
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Create a New Scenario to Connect Brilliant Directories and Salesforce
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Brilliant Directories, triggered by another scenario, or executed manually (for testing purposes). In most cases, Brilliant Directories or Salesforce will be your first step. To do this, click "Choose an app," find Brilliant Directories or Salesforce, and select the appropriate trigger to start the scenario.
Add the Brilliant Directories Node
Select the Brilliant Directories node from the app selection panel on the right.
Brilliant Directories
Configure the Brilliant Directories
Click on the Brilliant Directories node to configure it. You can modify the Brilliant Directories URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Salesforce Node
Next, click the plus (+) icon on the Brilliant Directories node, select Salesforce from the list of available apps, and choose the action you need from the list of nodes within Salesforce.
Brilliant Directories
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Salesforce
Authenticate Salesforce
Now, click the Salesforce node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Salesforce settings. Authentication allows you to use Salesforce through Latenode.
Configure the Brilliant Directories and Salesforce Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Brilliant Directories and Salesforce Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Salesforce
Trigger on Webhook
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Brilliant Directories
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Brilliant Directories, Salesforce, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Brilliant Directories and Salesforce integration works as expected. Depending on your setup, data should flow between Brilliant Directories and Salesforce (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Brilliant Directories + Salesforce + Slack: When a new user registers on Brilliant Directories, a lead is created in Salesforce. Then, a notification is sent to a designated Slack channel to alert the sales team.
Salesforce + Brilliant Directories + Mailchimp: When a Salesforce opportunity is updated, the company is added to a Brilliant Directories list, and then that contact is subscribed to a Mailchimp newsletter list.
About Brilliant Directories
Orchestrate Brilliant Directories data within Latenode to automate member management and content workflows. Sync directory listings with CRMs, trigger email sequences based on membership changes, or automate content moderation. Extend directory features with Latenode's AI tools and custom JavaScript actions.
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About Salesforce
Sync Salesforce data with other apps using Latenode. Automate lead qualification and task creation based on CRM events. No more manual data entry: build workflows that trigger actions across your stack. Use Latenode's visual editor and flexible scripting to create custom logic and scale automation without code limits.
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How can I connect my Brilliant Directories account to Salesforce using Latenode?
To connect your Brilliant Directories account to Salesforce on Latenode, follow these steps:
Can I automatically create Salesforce leads from new BD members?
Yes, with Latenode! Automatically create Salesforce leads from new Brilliant Directories members. Latenode's no-code interface plus JavaScript support offers unparalleled flexibility and custom data mapping.
What types of tasks can I perform by integrating Brilliant Directories with Salesforce?
Integrating Brilliant Directories with Salesforce allows you to perform various tasks, including:
Can I use custom fields from Brilliant Directories in Salesforce workflows?
Yes, Latenode allows mapping custom fields from Brilliant Directories to Salesforce, providing full control over data synchronization and automation logic.
Are there any limitations to the Brilliant Directories and Salesforce integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: