Create a record in Salesforce when a marketing email is opened in Brevo

■Overview

Manually updating Salesforce each time someone opens a marketing email sent through Brevo is time-consuming and carries the risk of missed updates. This burden can be especially significant when managing a large number of leads. This workflow streamlines the process by automating the integration between Brevo and Salesforce. Since a Salesforce record is automatically created when an email is opened, you can manage customer data more efficiently.

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■Who This Template Is For

• Marketing professionals who manually transfer Brevo email open results to Salesforce
• Sales professionals who want to connect Brevo and Salesforce to build a more efficient customer engagement process
• Anyone looking to automate data synchronization between their MA and SFA systems and improve productivity across their operations

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■Benefits of Using This Template

• Detects email opens in Brevo and automatically creates records in Salesforce, reducing the time spent on manual data entry
• Prevents human errors such as transcription mistakes and missed updates that commonly occur with manual data entry, helping maintain data accuracy

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■Flow Bot Steps

1. First, connect Brevo and Salesforce with Yoom
2. Next, select Brevo as the trigger and set the action to “When a marketing email is opened”
3. Finally, set the Salesforce “Create a record for a custom object” action as the operation so that a record is created based on the information of the person who opened the email

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

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■Customization Options for This Workflow

• When configuring the Salesforce connection, set any My Domain URL that matches your environment
• In the Salesforce operation settings, you can specify the API name of the custom object for which you want to create a record

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■Notes

• Connect both Brevo and Salesforce with Yoom.
• 【Salesforce】is available only on the Team and Success Plans. Please note that on the Free and Mini Plans, the configured flow bot operations and Data Connect will result in errors.
• Paid plans, including the Team and Success Plans, come with a two-week free trial. During the free trial, you can use apps that are otherwise subject to plan restrictions.