Brevo + NeonCRM
Create or update Brevo contacts for new NeonCRM accounts
Easily keep your contacts updated with this streamlined workflow. As soon as a new account is created in NeonCRM, the same information will be added or updated in Brevo, ensuring your contact details are always up-to-date. This efficient process eliminates manual data entry and enhances customer relationship management.
Easily keep your contacts updated with this streamlined workflow. As soon as a new account is created in NeonCRM, the same information will be added or updated in Brevo, ensuring your contact details are always up-to-date. This efficient process eliminates manual data entry and enhances customer relationship management.
- When this happens...New Account
Triggers when a new account is created.
- automatically do this!Add or Update Contact
Adds or updates a contact.
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New Account
Triggers when a new account is created.
Try ItNew Donation
Triggers when a new donation is created.
Try ItAccount TypeRequired
Middle Name
Preferred Name
Suffix
Salutation
Title
Department
Deceased
Email 1
Email 2
Email 3
Gender
Address Line 1
Address Line 2
Address Line 3
Address Line 4
City
County
State/Province
Territory
Zip Code
Zip Code Suffix
Country
Address Type
Fax Number
Fax Type
Phone 1
Phone 1 Type
Phone 2
Phone 2 Type
Phone 3
Phone 3 Type
URL
Source
Send System Email
No Solicitation
Account IDRequired
Middle Name
Preferred Name
Salutation
Title
Department
Email 1
Fax Number
Phone 1
Phone 2
Phone 3
Source
Send System Email
Do Not Contact
Address Line 1
Address Line 2
Address Line 3
Address Line 4
City
County
State/Province
Territory
Zip Code
Zip Code Suffix
Country
New Activity
Triggers when a new activity is created.
Try ItSubjectRequired
Note
Start DateRequired
Start Time
End Date
End Time
Client Account IDRequired
System User ID
StatusRequired
PriorityRequired
Account IDRequired
Amount (in USD)Required
Donation Date/TimeRequired
StatusRequired
Campaign
Fund
Purpose
Source
Solicitation Method
Send Acknowledgement Email
AnonymousRequired
Tender TypeRequired
Account IDRequired
Middle Name
Preferred Name
Salutation
Title
Department
Email 1
Fax Number
Phone 1
Phone 2
Phone 3
Source
Send System Email
Do Not Contact
Address Line 1
Address Line 2
Address Line 3
Address Line 4
City
County
State/Province
Territory
Zip Code
Zip Code Suffix
Country
