Brevo Salesforce Integration

Quick summary

The Brevo Salesforce integration via Zapier lets you automatically sync contacts and leads from Salesforce into Brevo without manual data entry. Setting up this Zap takes just minutes and ensures your email marketing lists stay up to date every time a Salesforce record changes.

Steps

1. Log in to Zapier and click Create followed by Zaps.
2. Click Trigger to set up the event that will initiate your automation.
3. Search for and select Salesforce as your trigger app.
4. Select a trigger event like New Lead or Updated Contact to monitor.
5. Connect your Salesforce account and run a test to make sure Zapier can detect events correctly.
6. Click Action and search for Brevo as your action app to receive data from Salesforce.
7. Select Add or Update Contact as your Brevo action.
8. Connect your Brevo account by retrieving your API key from Brevo's integration settings.
9. Map your Salesforce fields (name, email, phone) to the corresponding Brevo contact fields to ensure proper data transfer.
10. Run a test to verify that Salesforce data is correctly syncing with your Brevo account.
11. Click Publish to activate your Zap and start automatic syncing between Salesforce and Brevo.