Brevo + Salesforce

Find and manage new Salesforce records by locating contacts in Brevo

Discover a new level of efficiency with this workflow that connects Salesforce and Brevo. Whenever a new record is logged in Salesforce, this automation promptly finds the corresponding contact in Brevo. This not only saves you time but also ensures data consistency across platforms for more seamless operations. Elevate your contact management processes with this smart solution.

When this happens...
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
TriggerScheduled
automatically do this!
Find Contact
Check if a contact exist in Brevo. Contact can be found by either email or mobile number. If both are supplied, only the email will be used in the query.
ActionWrite

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Supported triggers and actions

What does this mean?

New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Scheduled
Try It
- History ObjectRequired
Trigger
Scheduled
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- CampaignRequired
- ContactRequired
Action
Write

- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Is Private
Action
Write

Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Record to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write
- Campaign StatusRequired
Trigger
Scheduled
Try It
Contact Added
Triggers when a Brevo contact is added.
Trigger
Scheduled
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Email
- Mobile number of contact (SMS)
- Lists
- Lists Update Type
- Attributes (Deprecated)
- Treat values as category ID for attributes of type `category`
Action
Write
- ToRequired
- Cc
- Bcc
- Sender Name
- Sender EmailRequired
- Reply to Name
- Reply to EmailRequired
- SubjectRequired
- HTML Content
- Text Content
- Attachments Url
- Attachment Files
- Tags
Action
Write
- Welcome
Action
Write

New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
Try It
- Salesforce ObjectsRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
- Record to LinkRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Warning
- Opportunity
- Create New Opportunity
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- TitleRequired
- Note
- Salesforce ObjectRequired
- Is Private
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Search Results
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce ObjectRequired
- WHERE ClauseRequired
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- List NameRequired
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Email of contact
- Mobile number of contact
Action
Write
- Email of contactRequired
- Lists to unsubscribeRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

About Brevo

Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses grow.

Learn more

Related categories

Email Newsletters

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more

Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Brevo + Salesforce

Find and manage new Salesforce records by locating contacts in Brevo

New Case Attachment

New Field History Tracking Event

New Outbound Message

Updated Field on Record

Disclaimer

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Description

Is Private

Create Contact

Create Lead

Use Assignment Rules

Create Record

Use Assignment Rules

Update Contact

Update Record

Use Assignment Rules

API Request (Beta)

Query String Parameters

Headers

Additional Request Headers

Body

Find Record

Second Field to Search By

Second Search Value

Search Operator

Find Record(s) by Query

Find or Create Record

Second Field to Search By

Second Search Value

Search Operator

Use Assignment Rules

New Campaign Status

Contact Added

Contact Unsubscribed

Description of the webhook to be displayed in Brevo

Return all contact data

Marketing Email Delivered

Description of the webhook to be displayed in Brevo

Return all contact data

Marketing Email Opened

Description of the webhook to be displayed in Brevo

Return all contact data

Transactional Email Delivered

Description of the webhook to be displayed in Brevo

Return all contact data

Add or Update Contact

Email

Mobile number of contact (SMS)

Lists

Lists Update Type

Attributes (Deprecated)

Treat values as category ID for attributes of type `category`

Send Transactional Email

Cc

Bcc

Sender Name

Reply to Name

HTML Content

Text Content

Attachments Url

Attachment Files

Tags

Custom Actions (Beta)

Welcome

New Contact

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Warning

Opportunity

Create New Opportunity

Create Child Records (with line item support)

Use Assignment Rules

Create File