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

■Overview

Do you manually transfer contact information managed in Brevo to Pipedrive for sales activities? This task is not only time-consuming but also prone to human error, such as data entry mistakes. With this workflow, you can seamlessly connect Brevo and Pipedrive and automatically add a person to Pipedrive when a contact matching specific conditions is created, saving time and effort on data entry.

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■Who Is This Template Recommended For?

• Those who use both Brevo and Pipedrive and struggle with manual data integration
• Those responsible for streamlining the handoff of lead information from marketing to sales
• Those who want to eliminate data entry errors when transferring information from Brevo to Pipedrive

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■Benefits of Using This Template

• When a contact is created in Brevo, a person is automatically added to Pipedrive, reducing the time spent on manual data entry.
• By eliminating manual data transfers, you can prevent human errors such as incorrect contact details or names.

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■Workflow Steps

1. First, connect Brevo and Pipedrive to Yoom.
2. Next, select Brevo as the trigger and set it to “When a new contact is created.”
3. Next, set up Brevo’s “Get Contact” operation to retrieve the details of the contact obtained by the trigger.
4. Next, set up the branching function in the operation so that subsequent steps run only when specific conditions are met.
5. Finally, set up Pipedrive’s “Add Person” operation to register a person based on the information retrieved from Brevo.

※“Trigger”: An action that initiates the workflow. “Operation”: An action that processes data within the workflow after the trigger is activated.

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■Customization Options

• For the branching function, set your preferred criteria for contacts to be integrated, such as “only contacts added to a specific list.”
• When adding a person in Pipedrive, you can set a label of your choice for identification and use it to organize your data.

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■Notes

• Connect both Brevo and Pipedrive to Yoom.
• You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Please note that the shortest available trigger interval varies by plan.
• Branching is an operation available on the Mini Plan and higher. On the Free Plan, operations configured in the workflow bot will result in an error.
• Paid plans, such as the Mini Plan, come with a two-week free trial. During the free trial, you can use apps and features (operations) subject to plan restrictions.