Notify Outlook when a new contact matching specific conditions is created in Brevo

■Overview

Wouldn't it be time-consuming to manually review information and notify the relevant team members every time a new contact is added to your contact list managed in Brevo? By integrating Brevo with Outlook, this workflow automatically sends a notification email from Outlook whenever a newly created contact meets specific conditions. It eliminates the need for manual checks and notifications, helping you respond quickly to important contacts.

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■Who This Template Is For

• Teams that manually create notifications based on contact information managed in Brevo
• Teams that use Brevo and Outlook regularly and want to speed up their initial customer response
• Teams that want to automate the entire process from contact management to internal information sharing and improve operational efficiency

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■Benefits of Using This Template

• Automatically checks conditions and sends notifications when a contact is added to Brevo, reducing the time spent on manual reviews and notifications
• Prevents human errors such as missed conditions and notification oversights, ensuring a reliable response to important contacts

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■Flowbot Steps

1. First, connect Brevo and Outlook to Yoom
2. Next, select Brevo as the trigger and set the action to “When a new contact is created”
3. Then, configure branching in the operation so that the workflow continues only when specific conditions are met
4. Finally, set Outlook’s “Send an email” action in the operation to send a notification email to any specified recipient

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

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■Customization Options

• Use the branching feature to set the notification criteria based on the contact information retrieved from Brevo. You can narrow the recipients down to contacts with specific tags or attributes
• In the Outlook action for sending notification emails, set the recipients to any email address or group of team members

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■Notes

• Connect both Brevo and Outlook to Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Please note that the shortest available trigger interval varies by plan.
• Microsoft 365 (formerly Office 365) offers personal and business plans (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.
• Branching is an operation available on the Mini plan and higher. On the Free plan, configured Flowbot operations 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.