Brevo

All-in-one marketing and CRM platform. Agents send transactional email and SMS, manage contacts and lists, and track deals, companies, tasks, and notes across the sales pipeline.

38 actions available

Customer order is confirmed in the e-commerce or payment system

Agent pulls customer details, order summary, and template variables

Agent calls Send Template Email via Brevo with order confirmation content

Agent verifies the email was queued by checking Get Transactional Emails

Agent calls Create Contact or Update Contact in Brevo CRM to capture the buyer

Agent calls Add Contacts to List to enroll the buyer in the post-purchase journey

Sales channel notified when the order qualifies as an upsell opportunity

Large send-list deployments routed to marketing manager for approval before send

What This Integration Enables

Brevo integration covers transactional messaging, list management, and full CRM operations from a single service. Agents send template-based or one-off email, send SMS to the same audience without a separate provider, and read or write contact, company, deal, task, and note records. Reporting actions retrieve email and SMS delivery statistics so reporting flows can post weekly performance digests without anyone pulling data manually.

Without FlowRunner

Disconnected channels Marketing email runs in one tool, SMS in another, and CRM contacts drift out of sync

Manual contact reconciliation New buyers added to one system have to be re-entered into the marketing audience by hand

Slow pipeline updates Deals advance based on a sales rep remembering to log them, not on the operational signal itself

With FlowRunner

Unified communication and CRM Email, SMS, and CRM updates fire from a single agent decision against current customer state

Automatic contact capture Every operational event that introduces a new contact updates Brevo with no separate import step

Pipeline tied to operational events Deal stages advance the moment the underlying event fires, with the supporting note attached

Use Case Scenarios

Order Confirmation and Audience Enrollment

A new order is confirmed in the e-commerce platform. The agent calls Send Template Email via Brevo with the customer's order details and tracking link. It then calls Create Contact (or Update Contact if the buyer already exists) to record the customer, and Add Contacts to List to enroll them in the post-purchase nurture audience. One operational event drives a confirmation message, a CRM record, and an audience update in a single flow.

Inbound Lead Capture from Document Intake

A Parseur trigger fires on a new lead form attachment received by mailbox. The agent extracts the prospect's name, company, and interest area, then calls Create Contact and Create Company in Brevo to add the records, Create Deal to open a new pipeline opportunity at the right stage, and Create Note to attach the original message text as context for the rep. The new lead lands in the pipeline with full provenance attached.

Weekly Performance Digest with Approval Gate

Every Monday morning, the marketing operations agent calls Get Email Statistics and Get SMS Statistics for the prior week, summarizes performance by campaign, and posts the digest to the marketing Slack channel. When a planned campaign of significant size is queued for the week, the agent pauses and asks the marketing manager to confirm the audience and content via Slack before any Send Template Email or Send Transactional SMS actions execute against that list.

Human-in-Loop Highlight

When an agent is about to send messages to a large list (above a configurable subscriber threshold), it does not deploy automatically. It routes a Slack message to the marketing manager with the campaign details: "List [Name] has [N] contacts. Template [Name]. Send approval needed." The manager approves or requests edits. Large-audience sends carry a deliberate human checkpoint before deployment.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via Slack

Human decides

Agent resumes with decision

Agent Capabilities

38 actions

Transactional Messaging

Send Transactional Email Sends a one-off transactional email. Used in order confirmations, password resets, payment receipts, and other event-driven messages where each send is a one-to-one operational signal.
Send Template Email Sends an email using a pre-built Brevo template with dynamic variables. Used when the message format is standardized but the content is customer-specific: order confirmations, appointment reminders, and lifecycle event messages.
Send Transactional SMS Sends an SMS through Brevo. Used in time-sensitive operational notifications: shipment updates, appointment confirmations, two-factor codes, and high-priority alerts where email is too slow.
Get Transactional Emails Returns recently sent transactional emails with status. Used in delivery verification and audit workflows.
Get Email Statistics Returns aggregate email delivery and engagement metrics. Used in weekly and monthly reporting flows.
Get SMS Statistics Returns aggregate SMS delivery and engagement metrics. Used in messaging reporting flows alongside email statistics.
Get Email Templates Lists available email templates. Used when agents need to select the right template programmatically based on operational context.
Get Senders Lists configured sender identities. Used when agents need to choose the correct sender for a specific brand, region, or campaign.

Contact Management

Create Contact Creates a new contact record. Used when an external operational event introduces a new person who should exist in Brevo.
Get Contact Retrieves a single contact record by identifier. Used as a lookup step before updating, enrolling, or messaging.
Get Contacts Lists contact records with filtering. Used in audience review and reporting workflows.
Update Contact Updates an existing contact record. Used to keep CRM data current with lifecycle changes captured elsewhere in the business.
Delete Contact Removes a contact record. Used in compliance and data-governance workflows: opt-outs, deletion requests, and bounced address cleanup.

List Management

Create List Creates a new contact list. Used when a workflow requires a fresh audience segment for a campaign or program.
Get Lists Lists all contact lists in the account. Used in routing and selection workflows.
Get List Contacts Retrieves the contacts that belong to a specific list. Used in segmentation and reporting workflows.
Add Contacts to List Adds contacts to a list. Used in enrollment workflows: new buyers join the post-purchase journey, new leads join the nurture audience.
Remove Contacts from List Removes contacts from a list. Used when a contact graduates a journey, unsubscribes from a program, or no longer matches the segment definition.

CRM Companies

Create Company Creates a new company record. Used when an inbound lead introduces a new account that should be tracked alongside its contacts.
Get Company Retrieves a single company record. Used as a lookup before associating contacts or deals.
Get Companies Lists company records. Used in account-based reporting and review workflows.
Update Company Updates an existing company record. Used to keep account profile data current with operational signals.
Delete Company Removes a company record. Used in data-governance and account-cleanup workflows.

CRM Deals

Create Deal Creates a new deal in the sales pipeline. Used to open opportunities from inbound leads or operational triggers.
Get Deal Retrieves a single deal record. Used as a lookup before stage updates or note attachment.
Get Deals Lists deal records with filtering. Used in pipeline review and reporting workflows.
Update Deal Updates a deal record, including stage advancement. Used to move deals through the pipeline based on real operational signals rather than a rep remembering to update CRM manually.
Delete Deal Removes a deal from the pipeline. Used in pipeline hygiene and duplicate-cleanup workflows.

CRM Tasks

Create Task Creates a CRM task. Used to assign follow-up actions to a rep based on an automated signal.
Get Task Retrieves a single task record. Used as a lookup step in task-completion workflows.
Get Tasks Lists CRM tasks with filtering. Used in workload review and task-aging reports.
Update Task Updates a CRM task. Used to mark completion, change owner, or adjust due dates as workflow context evolves.
Delete Task Removes a CRM task. Used in cleanup workflows when a task becomes irrelevant.

CRM Notes

Create Note Creates a CRM note attached to a contact, deal, or company. Used to capture context: extracted email content, agent findings, or commentary that supports a pipeline action.
Get Note Retrieves a single CRM note. Used in audit and review workflows.
Update Note Updates an existing CRM note. Used when additional context becomes available after the initial note was attached.
Delete Note Removes a CRM note. Used in cleanup workflows.

Account

Get Account Info Retrieves Brevo account metadata. Used in administrative and monitoring workflows.

Start building with Brevo

$100 in credits. No card required. Connect in minutes.

Start Building Free Talk to us