1.Detect opportunity stage changes
Integrate Salesforce and CRM relationship tools to watch stage changes to the configured contract stage.
Add contracting deals to delayed nurture lists for follow-up
Automatically monitor opportunity stage changes across Salesforce and Brevo. Add or update nurture list contacts when stage changes to configured stage, product type matches, or delegation flag stays true—so you can deliver email and SMS touches, keep eligibility clean, and avoid manual list updates.
How this automation accelerates your follow-up
When opportunity stage changes to the configured contract stage, follow-up can stall and buyers miss the right timing. This automation maps deal context, filters eligibility, and adds contacts to Brevo nurture lists on a timed schedule—so your team can follow up without manual list updates.
Salesforceor swap with your favorite app
2.Find opportunity and map contact data
Integrate Salesforce and CRM mapping tools to find the opportunity and related account for contact lookup.
3.Filter qualifying contract-stage records
Integrate Filter by Zapier and data validation tools to continue only when eligibility conditions match.
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4.Wait 21 days before first touch
Integrate Delay by Zapier and scheduling tools to wait 21 days for the first nurture interval.
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5.Add or update contact in list A
Integrate Brevo and contact attribute mapping tools to add or update contacts in configured list A.
Brevoor swap with your favorite app
6.Wait another 21 days for next touch
Integrate Delay by Zapier and scheduling tools to wait another 21 days before the next list add.
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