Create a contact in HubSpot when a new contact matching specific conditions is created in Brevo

■Overview

Do you use HubSpot and Brevo together but find it time-consuming to manually register and sync contact information? Manual data entry not only takes time but can also lead to human errors, such as input mistakes and missed syncs.
With this workflow, you can automatically create a contact in HubSpot when a contact matching specific conditions is newly created in Brevo. Streamline data sharing between HubSpot and Brevo and make customer management more efficient.

‍

■Who is this template for?

• Anyone using HubSpot and Brevo together and manually syncing customer information
• Anyone who wants to prevent missed or incorrect contact registrations from Brevo to HubSpot
• Anyone who wants to automate integration between HubSpot and Brevo to improve marketing and sales efficiency

‍

■Benefits of using this template

• Automatically syncs information to HubSpot when a contact is registered in Brevo, reducing the time spent on manual data entry
• Eliminates manual copying and pasting, helping prevent human errors such as input mistakes and missed registrations when entering information between HubSpot and Brevo

‍

■Workflow overview

1. First, connect HubSpot and Brevo to Yoom
2. Next, select Brevo as the trigger and set the “When a new contact is created” action
3. Then, select the branching feature in Operations and configure the workflow to proceed only when specific conditions are met
4. Finally, select HubSpot in Operations, set the “Create a contact” action, and create a contact using the information retrieved from Brevo

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

■Customization options

• With the branching feature, you can set custom conditions for running subsequent steps based on the information retrieved from Brevo. For example, you can configure the workflow to sync only contacts added to a specific list with HubSpot
• When creating a contact in HubSpot, you can choose which fields to map the information retrieved from Brevo to. In addition to standard fields, you can also register information in custom fields created by users

‍

■Notes

• Connect both Brevo and HubSpot to Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• The shortest available trigger interval varies depending on your plan.
• Branching is an operation available on the Mini plan and above. On the Free plan, the configured workflow operation will result in an error.
• Paid plans, including the Mini plan, offer a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.