Brevo + Canopy
Add or update Brevo contacts every time new individual clients are created in Canopy
Create an efficient workflow that keeps your contacts updated across multiple apps. Whenever a new individual client is added in Canopy, this system will instantly add or update the contact in Brevo. By ensuring continuous updates, it provides a convenient solution to contact management, saving you valuable time and effort.
Create an efficient workflow that keeps your contacts updated across multiple apps. Whenever a new individual client is added in Canopy, this system will instantly add or update the contact in Brevo. By ensuring continuous updates, it provides a convenient solution to contact management, saving you valuable time and effort.
- When this happens...New Individual Client
Triggers when a new client is created.
- automatically do this!Add or Update Contact
Adds or updates a contact.
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About Brevo
Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses grow.
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About Canopy
Canopy provides a practice efficiency suite that simplifies your practice so you can help more clients. Each of our products automates busywork and connects your entire practice so you can focus on what’s important.