Brevo + Salesforce
Send transactional emails in Brevo for new leads in Salesforce
Enhance your marketing efficiency with this workflow for new leads in Salesforce. Upon capturing a potential client in Salesforce, this automation swiftly sends a personalized transactional email through Brevo, drawing them into your brand experience with no manual effort required. This workflow serves as a vital solution to engaging your latest leads in real time.
Enhance your marketing efficiency with this workflow for new leads in Salesforce. Upon capturing a potential client in Salesforce, this automation swiftly sends a personalized transactional email through Brevo, drawing them into your brand experience with no manual effort required. This workflow serves as a vital solution to engaging your latest leads in real time.
- When this happens...
New LeadTriggers when a new Lead is created.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Send Transactional EmailSends an email from your Brevo account with HTML or plain text content.
ActionWriteCreate a new record or update an existing record in your app.
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New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Lead
Triggers when a new Lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
RecordRequired
FileRequired
VisibilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
AccountRequired
Opportunity
Create new opportunity?
Converted StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note ContentRequired
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Warning
Salesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact to UpdateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Apply standard error handling?Required
HTTP MethodRequired
URLRequired
Query String Parameters
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE clauseRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Record IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDescription of the webhook to be displayed in Brevo
Return all contact data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Description of the webhook to be displayed in Brevo
List NameRequired
Return all contact data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Description of the webhook to be displayed in Brevo
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Description of the webhook to be displayed in Brevo
Return all contact data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Description of the webhook to be displayed in Brevo
Return all contact data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Description of the webhook to be displayed in Brevo
Return all contact data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Email of contact
Mobile number of contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Email of contactRequired
Lists to unsubscribeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Contact
Triggers when a new Contact is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSalesforce ObjectRequired
Record (Optional)
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Disclaimer
Salesforce ObjectRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCampaignRequired
ContactRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CampaignRequired
LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Salesforce ObjectRequired
Description
Attachment visibility
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a new contact.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FileRequired
Title
Description
Salesforce Object
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note TitleRequired
Note
Salesforce ObjectRequired
Note Visibility
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
CC
BCC
SubjectRequired
Email FormatRequired
Sender TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Salesforce ObjectRequired
Record to UpdateRequired
Use Assignment Rules
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search Results
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
SOQL WHERE ClauseRequired
Sort by
Sort Order
Maximum Number of Records
ActionThis is an event a Zap performs.SearchFind existing data in your appSalesforce ObjectRequired
Search ValueRequired
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Contact Added
Triggers when a Brevo contact is added.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDescription of the webhook to be displayed in Brevo
Return all contact data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Description of the webhook to be displayed in Brevo
Return all contact data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Description of the webhook to be displayed in Brevo
Return all contact data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Description of the webhook to be displayed in Brevo
Return all contact data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Email
Mobile number of contact (SMS)
Lists
Lists Update Type
Attributes (Deprecated)
Treat values as category ID for attributes of type `category`
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ToRequired
Cc
Bcc
Sender Name
Sender EmailRequired
Reply to Name
Reply to EmailRequired
SubjectRequired
HTML Content
Text Content
Attachments Url
Attachment Files
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
Apply standard error handling?Required
HTTP MethodRequired
URLRequired
Query String Parameters
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
About Brevo
Related categories
About Salesforce
Related categories
Related Zap Templates
- Create Sendinblue contacts from new Salesforce leads
- Update Sendinblue contacts from new updated fields on records in Salesforce
- Add Brevo contacts from new Salesforce records
- Unsubscribe contacts in Brevo when fields on records are updated in Salesforce
- Update and add contacts in Brevo when fields on records are updated in Salesforce
- Create Salesforce leads from new or updated Sendinblue contacts
- Create Salesforce records for new contacts added to a specific Sendinblue list
- Add new Brevo contacts to Salesforce campaigns as leads
- Create Salesforce leads from new Sendinblue campaign statuses
- Create or update Sendinblue contacts for new Salesforce outbound messages
- Update Salesforce records when new Sendinblue campaign statuses occur
- Create Salesforce leads from new Sendinblue campaign status updates
- Create or update Sendinblue contacts for new Salesforce outbound messages
- Add new Brevo contacts to Salesforce campaigns when they join a specific list
- Send transactional emails in Brevo when fields on records are updated in Salesforce
- Update Brevo contacts when new records are updated in Salesforce
- Create Salesforce leads from new clicked links in Brevo
- Create new Salesforce leads from added Brevo contacts
- Create leads in Salesforce when new contacts are added to a specific list in Brevo
- Find and manage new Salesforce records by locating contacts in Brevo
- Create Salesforce records when new contacts subscribe to specific lists in Brevo
- Manage new Salesforce leads by adding or updating contacts in Brevo
- Add or update Brevo contacts when new Salesforce contacts are created
- Add new Salesforce contacts to Brevo
- Update Salesforce records each time contacts are updated in Brevo
- Update records in Salesforce and find contacts in Brevo automatically
- Send transactional emails in Brevo when new contacts are added in Salesforce
Related Zap Templates
- Create Sendinblue contacts from new Salesforce leads
- Unsubscribe contacts in Brevo when fields on records are updated in Salesforce
- Create Salesforce records for new contacts added to a specific Sendinblue list
- Create or update Sendinblue contacts for new Salesforce outbound messages
- Create or update Sendinblue contacts for new Salesforce outbound messages
- Update Sendinblue contacts from new updated fields on records in Salesforce
- Update and add contacts in Brevo when fields on records are updated in Salesforce
- Add new Brevo contacts to Salesforce campaigns as leads
- Update Salesforce records when new Sendinblue campaign statuses occur
- Add new Brevo contacts to Salesforce campaigns when they join a specific list
- Add Brevo contacts from new Salesforce records
- Create Salesforce leads from new or updated Sendinblue contacts
- Create Salesforce leads from new Sendinblue campaign statuses
- Create Salesforce leads from new Sendinblue campaign status updates
- Send transactional emails in Brevo when fields on records are updated in Salesforce