Here's how to do it:
- Log in to Zapier and click "Create" followed by "Zaps."
- Click "Trigger" to set up the event that will initiate your automation.
- Search for and select "Salesforce" as your trigger app.
- Select a trigger event like "New Lead" or "Updated Contact" to monitor.
- Connect your Salesforce account and run a test to make sure Zapier can detect events correctly.
- Click "Action" and search for "Brevo" as your action app to receive data from Salesforce.
- Select "Add or Update Contact" as your Brevo action.
- Connect your Brevo account - you'll need to retrieve your API key from Brevo's integration settings.
- Map your Salesforce fields (name, email, phone) to the corresponding Brevo contact fields to ensure proper data transfer.
- Run a test to verify that Salesforce data is correctly syncing with your Brevo account.
- Click "Publish" to activate your Zap and start the automatic syncing between Salesforce and Brevo.
