Add a record to Salesforce when a contact is created in Brevo

■Overview

Manually entering information into Salesforce every time a new contact is created in Brevo is time-consuming and prone to errors.
With this workflow, a record is automatically added to Salesforce whenever a contact is created in Brevo, helping you eliminate the hassle of syncing information and reduce human error while improving the efficiency of customer management.

■Recommended for

• Anyone who spends too much time manually syncing contact information between Brevo and Salesforce
• Anyone who wants to reduce manual data entry errors and maintain consistent customer information
• Anyone looking to streamline information sharing between marketing and sales teams

■Benefits of this template

• Records are automatically added to Salesforce as soon as contacts are created in Brevo, reducing the time previously spent on manual data entry.
• Reduce the risk of human error, such as incorrect or missing information during manual data transfer, and improve data accuracy.

■Workflow steps

1. First, connect Brevo and Salesforce to Yoom.
2. Next, select Brevo as the trigger and set the action to “When a new contact is created.”
3. Finally, set Salesforce’s “Add a record” action as the operation to automatically add the contact information retrieved from Brevo to the designated Salesforce object.

※“Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger starts.

■Customization options

• For Salesforce’s “Add a record” operation, customize which fields in which Salesforce object (e.g., Lead or Contact) the contact information retrieved from Brevo should be mapped to, based on your business needs.

■Notes

• Connect both Brevo and Salesforce to Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Be aware that the shortest available trigger interval varies by plan.
• Salesforce is available only on the Team and Success plans. On the Free and Mini plans, workflow operations and Data Connect settings configured for Salesforce will result in errors.
• Paid plans, including the Team and Success plans, offer a two-week free trial. During the free trial, you can use apps that are otherwise subject to plan restrictions.