Brevo + Redtail CRM

Brevo + Redtail CRM integrations

Create activities in Redtail CRM and send transactional emails in Brevo

Boost your communication efficiency with this workflow, linking Redtail CRM and Brevo. Once set up, each new activity in Redtail CRM initiates a transactional email in Brevo, saving you the trouble of manual updates. Maintain streamlined and consistent contact with customers, all while freeing up your precious time.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Send Transactional EmailSends an email from your Brevo account with HTML or plain text content.
ActionWrite

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More things you can do with Redtail CRM and Brevo

Discover other triggers and actions you can use with Redtail CRM and Brevo

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- List Name
  Required
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Update if Contact Exists
  Required
- Email
- Mobile number of contact (SMS)
- Email Blacklisted
- SMS Blacklisted
- Lists
- Lists Update Type
- Attributes (Deprecated)
- Treat values as category ID for attributes of type `category`
Action
Write
- Company Name or ID
  Required
Action
Write
- Update if Contact Exists
  Required
- Contact Identifier Type
  Required
- Email
- Mobile number of contact (SMS)
- Whatsapp number of contact
- External identifier of contact
- Brevo contact ID (update only)
- Email Blacklisted
- SMS Blacklisted
- Lists
- Lists Update Type
- Treat Category Values as IDs for Category type Contact Attributes
Action
Write
- Update if the deal already exist
  Required
- Deal name or ID
  Required
- Use Category IDs for Attributes
- Deal Pipeline
  Required
- Deal Stage
  Required
Action
Write
- Deal name or ID
  Required
Action
Write
- Email of contact
- Mobile number of contact
Action
Write
- Record type
  Required
Action
Write
- Sender Name
  Required
- Test Mobile Number
  Required
- Recipient Mobile Number
  Required
- Message Content
  Required
- Tag(s)
- Unicode Content
- Message Prefix
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
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Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
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- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
- Campaign Status
  Required
Trigger
Polling
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Contact Added
Triggers when a Brevo contact is added.
Trigger
Polling
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Description of the webhook to be displayed in Brevo
- Return all contact data
Trigger
Instant
Try It
- Update if the company already exist
  Required
- Company name or ID
  Required
- Use Category IDs for Attributes
Action
Write
- Company name or ID
  Required
Action
Write
- Contact Identifier Type
  Required
- Contact Identifier
Action
Write
- Deal name or ID
  Required
Action
Write
- Event name
  Required
- Contact Identifier Type
  Required
- Contact Identifier
  Required
- Event properties
Action
Write
- Record type
  Required
Action
Write
- To
  Required
- Cc
- Bcc
- Sender Name
- Sender Email
  Required
- Reply to Name
- Reply to Email
  Required
- Subject
  Required
- HTML Content
- Text Content
- Attachments Url
- Attachment Files
- Tags
Action
Write
- Email of contact
  Required
- Lists to unsubscribe
  Required
Action
Write

About Brevo

Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses grow.

Learn moreLearn moreHelpHelp

Related categories

Email Newsletters

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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