1.Monitor new opportunity records
Integrate Salesforce and CRM field mapping to pull contact source fields for new opportunities and to start the nurture workflow.
Add new opportunity contacts to campaign nurture list
Automatically monitor new opportunity records across Salesforce. Automatically add or update contacts in Brevo for your campaign nurture list when new opportunity created, opportunity contact info captured, or source fields submitted—so you can filter qualifying leads, normalize contact details, and keep lists ready without manual list updates.
How this automation prepares campaign contacts faster
When new opportunity records arrive, delays can stall outreach and leave campaign managers waiting for ready-to-use contacts. This automation monitors opportunities, filters qualifying records, formats contact fields, and adds or updates contacts in Brevo—so your team can launch nurture faster.
Salesforceor swap with your favorite app
2.Filters qualifying opportunities
Integrate Filter by Zapier and campaign rules to continue only for configured campaign matches and excluded landing page or source checks.
Filter by Zapieror swap with your favorite app
3.Normalizes dates and names
Integrate Formatter by Zapier and data normalization tools to format date fields and standardize name casing for the contact payload.
Formatter by Zapieror swap with your favorite app
4.Adds or updates nurture contact
Integrate Brevo and email nurture tools to map fields to contact records and add contacts to the configured nurture list.
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Move leads through the funnel with automated nurture sequences, behavior tagging, and CRM updates
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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.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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