Brevo and Zoho CRM automations

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

89 scenarios

Contacts synced into accounting
Address-book contacts become leads in your Zoho CRM
Copy Brevo entries into Zoho CRM
Contacts from Brevo into Zoho CRM audiences
New Brevo contacts — into Zoho CRM audiences
Brevo entries — into Zoho CRM
Deal notes from emails — into your CRM automatically
Website leads greeted — email, CRM, team alert
Contacts from Zoho CRM — into Brevo on their own
Two-way contact sync between two CRMs
An instant personal reply to every new lead
Form leads straight into the CRM
Route each new order into your CRM, invoices, and mailing list
Scheduled invoice payment reminders for customers
Auto-reply to 'where's my order' with live store status
All work accounts for a new hire from one form
Automatic payment reminders for Zoho CRM invoices
Leads scored and routed to a rep — straight from the form
Lead scoring and routing: hot leads straight to sales
Enriching leads with contacts — drop a sheet, get a filled CRM
New subscribers scored and enriched — straight into your CRM
A personalized sales proposal from a table row, ready and sent
Win back abandoned Shopify carts by email and in CRM
Inbound leads scored, with alerts and draft replies for the hot ones
Invoices from an order form — issued and sent automatically
A prospect list with contacts — automatically
New-lead handling: CRM entry, team alert and reminder
Orders from a table into your store — with customer confirmation
Lead verification and CRM sync — straight from a JotForm form
Instant reply to a property inquiry with matched listings
Cold deals close themselves — and bring back feedback
Refunds from your inbox: parse the email, check the order, answer the customer
Weekly store sales analysis with AI
Recover abandoned carts with a coupon email
Site status alerts with a screenshot — to your messenger
Run your online store from your messenger
Deal-matched materials — sent automatically by CRM stage
Open-house visitors into your CRM and into an email, right after the visit
The customer's order right inside the support ticket — no manual lookup
Client onboarding from a single form: folder, contact, channel, tasks
Properties with owner contacts — daily to your CRM and email
Requests routed to the right team — sorted automatically
Upsell signals from support tickets
Low-stock warnings based on real sales velocity
Contract renewal reminders: an email to the client, a task for the rep
Welcome emails for new customers with tracking
Client renewal reminders — ahead of time
Capture and route leads from every channel
Cold outreach with personal emails and CRM logging
CRM data quality audit, delivered to your inbox
Invoice to the customer right after the order, issued and sent automatically
Automatic follow-ups on stalled deals
Re-engage stalled leads with a ready-made email
Automatic lead qualification in Zoho CRM
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Turn website chat into qualified leads in your CRM
Stockout forecasts and automatic supplier emails
A competitor cheat sheet right in the Zoho CRM deal card
Invoice intake with reading, risk checks and approval
Meeting prep that arrives on its own — contact, deals, company and talking points
Review sentiment analysis and an AI report to your inbox
Blog articles from store products — a draft for each
CRM deals synced to a sheet, with a daily email summary
Low-stock monitoring for your store, with priority alerts
Client onboarding after a won deal
Re-engaging quiet clients — weekly, without manual tracking
Automatic meeting booking for new clients
A chat that captures the lead and books the demo
Tell customers their bug is fixed — the moment the issue closes
Customer churn prediction from deals and tickets
Invoice and customer email, right after the request
Website leads straight into CRM deals, with a team alert
Auto-booking demos for high-intent leads
Invoices from your inbox straight into your books — no retyping
Website enquiries: contact, ticket and reply with no manual entry
An end-of-day report — written by AI and sent for you
Consolidating revenue from every till and prepping filings
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
Emailed invoices — into your books, automatically
Ecommerce support that answers from your own policies and catalog
Meeting recording → tasks, a client email and an updated CRM record
Sort email leads and file them into the CRM — by importance
Feedback triage and customer replies — automatically
Invoices from orders and payment reminders — automatically
Every sale — logged, a ping to you and a thank-you to the buyer
AI marketing outreach with reply handling — on autopilot
Abandoned-cart recovery — email, SMS and a discount in sequence
An AI assistant over your CRM in any messenger