Building and managing customer relationships can feel like a never-ending task. Delivering targeted marketing campaigns across email, SMS, chat, and beyond is key—but that can quickly become overwhelming if you’re not using the right tool.
If you use Brevo (formerly known as Sendinblue) to achieve the above, then you’ll know that it’s a fantastic marketing automation tool that lets you execute everything from drip campaigns to bulk text alerts.
But Brevo can become even more powerful when you connect it to your other business-critical apps through Zapier. With just a few Zaps—what we call automated workflows—you can collect, store, and update customer information—automatically. Here’s how.
New to Zapier? It’s workflow automation software that lets you focus on what matters. Combine user interfaces, data tables, and logic with thousands of apps to build and automate anything you can imagine. Sign up for free to use this app, and thousands more, with Zapier.
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To get started with a Zap template—what we call our pre-made workflows—just click on the button. It only takes a few minutes to set up. You can read more about setting up Zaps here.
Add contacts to Brevo from forms
Website forms are one of the most important ways businesses generate leads. Not only is it easy for customers to convert with a form, they’ve already demonstrated interest in hearing from you. You want to take advantage of that interest and reach out to them to continue building that relationship. But you need to get their info into your marketing platform first!
While it might not be too much work to do once, manually adding leads isn’t scalable if you have a successful landing page or lead-generating form. Instead of exporting and importing all your form subscribers manually, use these Zaps to instantly send them to Brevo. Scale your processes while keeping customer data current—so no one slips through the cracks.
Add leads from your website and ads
Ads, lead gen forms, and subscriptions drummed up on social media platforms are all excellent places to connect with leads. They’re especially valuable since they’ve already expressed interest in your product or service.
But your chance of converting those leads into paying customers is much higher the faster you can reach out to them. Add their contacts straight to Brevo with these automated workflows so you can begin outreach immediately.
Connect Brevo to Google Sheets
While in an ideal world you’d have one app that’s a single source of truth for all of your marketing and customer data, the reality is most companies use a variety of tools for different teams and purposes.
If that’s the case, then you might use a spreadsheet tool like Google Sheets as a hub for customer data, storing it there until you send the relevant info to other apps and tools. Or you might collect customer data in a spreadsheet for easier review and data analysis.
But, siloing your customer data in a spreadsheet isn’t helpful when you’re ready to kickstart your marketing activities, like sending out email newsletters to interested customers. And copying and pasting data between tools often leads to errors or missed information.
With these workflows, you can automatically send customer data directly from Google Sheets to Brevo, keeping all of your tools updated with no manual effort.
Alternatively, you might want to back up your customer info stored in Brevo or share it with team members who don’t have access to that app. Use this Zap to easily send contact info from Brevo to a sheet of your choice.
Add contacts from a mailing list or CRM
Do you use a variety of CRM or marketing apps to manage customer data and communication? If so, you know how messy things can get if you’re manually trying to keep customer data in sync and up to date across all of your various platforms.
Streamline contact management and make sure every customer gets the right communications by automatically adding customers from apps like Mailchimp or ClickFunnels to Brevo.
Add subscribers from almost anywhere
You don’t want to miss a single potential lead. Fortunately, you can set up automated workflows to pull info from every possible point of contact and add it to Brevo.
If someone on your team uses Google Contacts to keep track of outreach, you can get contacts from there. If you’re making sales on Stripe, you can make sure you add them to your email list. Even event invitees can be added to Brevo automatically.
If none of the existing automations is exactly what you’re looking for, you can also give webhooks a try. While Zapier has thousands of app integrations, there might be an app that’s not on Zapier—yet. Webhooks make it easy to create automated workflows for almost any app you use.
Keep your focus on your customers by automating contact management
There’s no need to be constantly importing contacts and checking your apps for new subscribers. Brevo is the best place for you to organize those contacts, so let automation collect them all there for you.
With that task out of the way, you can spend your time creating targeted, intriguing marketing materials to engage your customers.
And this is just the start of what you can do with Zapier and Brevo. What will you automate first?
This article was originally published in September 2023. It was most recently updated in December 2024 by Elena Alston.