1.Captures new deal and person data
Integrate Pipedrive, CRM records, and contact data to capture deal details and associated person fields for qualification.
Add new CRM deals to marketing contact lists for campaigns
Automatically monitor new deal events across Pipedrive and keep contact records fresh in Brevo. Create or update contacts and sync marketing list membership, then update CRM deal metadata and notify the team without manual list maintenance.
How this automation enriches your marketing contacts
When new deal events arrive, contacts can go missing from marketing lists and reps may lack context. This automation looks up or creates Brevo contacts, adds or updates marketing list membership, and updates Pipedrive with deal and person metadataβso your team can keep lists accurate.
Pipedriveor swap with your favorite app
2.Finds Brevo contact by email
Integrate Brevo and contact lookup tools to search Brevo for a contact by the deal person email.
Brevoor swap with your favorite app
3.Adds or updates contact in list
Integrate Brevo and marketing list tools to update contact attributes or create a new contact on no match.
4.Updates CRM person and deal
Integrate Pipedrive and CRM updates to map the Brevo identifier back and update deal marketing status.
5.Posts conditional missing-data message
Integrate Slack and team notifications to post a concise message when required data is missing or no match is found.
Slackor swap with your favorite app
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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Rishi Shah, CEO and Co-Founder
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