Create a record in Salesforce when a marketing email meeting specific criteria is opened in Brevo

■Overview

Are you managing marketing initiatives in Brevo and customer data in Salesforce separately, and finding it time-consuming to keep information in sync?
Manual data entry is not only time-consuming but also increases the risk of input errors and missed follow-ups. This workflow detects when a specific marketing email is opened in Brevo and automatically creates a record in Salesforce. Automate the integration between Brevo and Salesforce to enable seamless information sharing and faster sales outreach.

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■Who Should Use This Template

• Teams using both Brevo and Salesforce that want to streamline manual information sharing
• Teams that want to reflect the results of marketing activities in Salesforce customer records without delay
• Teams that want to capture the high-intent action of opening an email and quickly connect it to sales outreach

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■Benefits of Using This Template

• Automatically create a Salesforce record when an email is opened in Brevo, reducing the time spent on manual data entry
• Prevent human errors such as transcription mistakes and missed follow-ups by letting the system handle the process automatically

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■Flowbot Steps

1. First, connect Brevo and Salesforce to Yoom
2. Next, select Brevo as the trigger and set the action to “When a marketing email is opened”
3. Next, configure a branch operation to continue with subsequent steps only when specific conditions are met
4. Finally, configure the Salesforce “Create a custom object record” action in the operation and add the relevant customer information as a record

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

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■Customize This Workflow

• With the branching feature, you can set custom conditions, such as running the process only when a specific campaign email is opened
• In the Salesforce action settings, configure the My Domain URL for your environment and the API name of the custom object where you want to create the record

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■Notes

• Connect both Brevo and Salesforce to Yoom.
• 【Salesforce】is an app available only on the Team and Success Plans. On the Free and Mini Plans, the configured Flowbot operations and Data Connect will result in errors.
• Paid plans such as the Team and Success Plans include a two-week free trial. During the free trial, you can use apps subject to plan restrictions.
• Branching is a feature (operation) available on the Mini Plan and above. On the Free Plan, the configured Flowbot operations will result in errors.
• Paid plans such as the Mini Plan include a two-week free trial. During the free trial, you can use apps and features (operations) subject to plan restrictions.