Add a person to Pipedrive when a new contact is created in Brevo

■Overview

Even if you use Brevo for your marketing activities, manually transferring acquired contact information to Pipedrive, where your sales team works, can be time-consuming. In addition to adding to your workload, this process can lead to human errors such as data entry mistakes. With this workflow, you can seamlessly connect Brevo and Pipedrive, automatically add contact details to Pipedrive when a new contact is created, and share information quickly without the hassle of manual data entry.

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■Who Should Use This Template

• Teams that manually transfer contact information acquired through Brevo to Pipedrive
• Teams looking to automate data transfers between Brevo and Pipedrive and streamline their sales activities
• Team leaders who want to eliminate manual data entry errors and centralize customer information

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■Benefits of This Template

• When a new contact is added to Brevo, the contact is automatically registered in Pipedrive, reducing the time previously spent on manual data entry.
• By eliminating manual data transfers, this workflow helps prevent human errors such as incorrect entries and missed registrations, keeping your data accurate.

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■How the Flowbot Works

1. First, connect Brevo and Pipedrive to Yoom.
2. Next, select Brevo as the trigger and set the action to “When a new contact is created.”
3. Finally, set Pipedrive’s “Add a person” action as the operation and map the contact information retrieved by the trigger.

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

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■Customization Options

• With Pipedrive’s “Add a person” operation, you can assign any label to the person being added. This makes it easier to identify the source of each contact in Pipedrive.

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■Notes

• Connect both Brevo and Pipedrive to Yoom.
• You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
• The shortest available trigger interval varies by plan.