Brevo and Pipedrive automations

Ready-made scenarios where Brevo and Pipedrive work for you: pick one — a copy appears in your account and runs on its own.

113 scenarios

CRM contacts pushed into ad audiences
Pipedrive people feed your Brevo audiences
Contacts from Brevo into Pipedrive audiences
Brevo entries — into Pipedrive
Copy Brevo entries into Pipedrive
Address-book contacts become leads in your Brevo
Contacts synced into accounting
New Brevo contacts — into Pipedrive audiences
A contract from a form — filled in and sent to the client automatically
Deal notes from emails — into your CRM automatically
Website leads greeted — email, CRM, team alert
Contacts from Pipedrive — into Brevo on their own
A proposal right after the call — automatically
Your friends learn when you skip a workout
Two-way contact sync between two CRMs
Form leads straight into the CRM
Personalized quotes — delivered as PDF at once
An instant personal reply to every new lead
Route each new order into your CRM, invoices, and mailing list
Invoice data from email — straight into a sheet
A weekly digest of document changes to your inbox
Email checking in your CRM — a list of live contacts
All work accounts for a new hire from one form
Enriching leads with contacts — drop a sheet, get a filled CRM
Lead scoring and routing: hot leads straight to sales
Leads scored and routed to a rep — straight from the form
Win back abandoned Shopify carts by email and in CRM
A personalized sales proposal from a table row, ready and sent
New subscribers scored and enriched — straight into your CRM
Pitch an upgrade at the exact moment a customer outgrows their plan
A prospect list with contacts — automatically
Invoices from your inbox — straight into Pipedrive
Inbound leads scored, with alerts and draft replies for the hot ones
A proposal and payment link right after the meeting
New-lead handling: CRM entry, team alert and reminder
One campaign across SMS, email and messenger, straight from your CRM
Nightly file transfer between servers
Move files from cloud to server, with a report
Weekly backups of every scenario — with full history
A weekly ad report, delivered as a deck to your inbox
Lead verification and CRM sync — straight from a JotForm form
Cold deals close themselves — and bring back feedback
Course applications are evaluated and answered automatically
Open-house visitors into your CRM and into an email, right after the visit
Leads from a post's likes and comments — straight to your CRM
Deal-matched materials — sent automatically by CRM stage
Stalled deals bring themselves back to life
Client onboarding from a single form: folder, contact, channel, tasks
Properties with owner contacts — daily to your CRM and email
Personalized certificates after a test, straight to email
Requests routed to the right team — sorted automatically
Contract renewal reminders: an email to the client, a task for the rep
Email replies with the client's history in mind — with your approval
Capture and route leads from every channel
Cold outreach with personal emails and CRM logging
Self-updating images and links in materials — automatically
A brief on the counterpart's company before a call
Client renewal reminders — ahead of time
Website uptime monitoring with alerts — automatically
Morning briefs for your meetings — who and where from
Automatic follow-ups on stalled deals
Onboard a new hire from one form: emails, access, documents
Re-engage stalled leads with a ready-made email
Automatic lead qualification in Pipedrive
CRM data quality audit, delivered to your inbox
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Turn website chat into qualified leads in your CRM
A brief on the person and their company before a call
Reports from diagnosis emails — as PDF, straight to the recipients
The recording, emailed to everyone who missed the meeting
Personal post-webinar follow-ups, written from the recording itself
CRM deals synced to a sheet, with a daily email summary
Website leads — enrichment, scoring and routing to CRM
Blog articles from store products — a draft for each
A recording turned into a short brief
Deal close-date forecasting from your own history, auto-updated in the CRM
Meeting prep that arrives on its own — contact, deals, company and talking points
Job applications from a chat — with a ready letter and resume
A competitor cheat sheet right in the Pipedrive deal card
Re-engaging quiet clients — weekly, without manual tracking
Low-stock monitoring for your store, with priority alerts
SSL certificate expiry reports — weekly to chat and email
Client onboarding after a won deal
Client onboarding from a single form: project, tasks, contract, channel
A chat that captures the lead and books the demo
M365 employee onboarding — folders, channel and email in one step
Tell customers their bug is fixed — the moment the issue closes
Client proposals from a request — built and sent automatically
Interview questions tailored to a specific candidate
Job search with a resume tailored to each — automatically
Personal replies to candidates — a congratulation or a gentle rejection
Website leads straight into CRM deals, with a team alert
Lead gathering and drafted emails for approval, sending the approved
Customer churn prediction from deals and tickets
Auto-booking demos for high-intent leads
Website enquiries: contact, ticket and reply with no manual entry
Lead verification, enrichment and sorting — automatically
An end-of-day report — written by AI and sent for you
Personal emails to new contacts — built from their own socials
Manage your Pipedrive CRM from a messenger via an AI assistant