1.Detect contact updates
Integrate Microsoft Dynamics 365 CRM and CRM contact sync to map contact fields to profile attributes for list alignment.
Add or remove CRM contacts from marketing list
Automatically monitor contact updates across Microsoft Dynamics 365 CRM and Brevo for marketing list alignment. Add or remove contacts when emails are presentβso you can add active contacts, remove inactive contacts, and keep segments accurate without manual list cleanup.
How this automation keeps your marketing list in sync
When contact updates happen in your CRM but list membership is not updated, outreach segments drift and campaigns target the wrong people. This automation maps updated CRM fields to Brevo contacts and then adds active contacts and removes inactive contactsβso your team can act on current status.
Microsoft Dynamics 365 CRMor swap with your favorite app
2.Filter for email presence
Integrate Filter by Zapier and data validation tools to continue only when the source record has an email address.
Filter by Zapieror swap with your favorite app
3.Add or update active contacts
Integrate Brevo and marketing list tools to add or update contacts and include them in the configured marketing list.
Brevoor swap with your favorite app
4.Remove inactive contacts
Integrate Brevo and unsubscribe workflows to remove or unsubscribe contacts from the configured marketing list.
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Organize email audiences with automated subscriber updates, list segmentation, and contact cleanup
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Step 1
Connect your tools
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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.
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