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Brevo for Salesforce - Marketing platform for email, SMS, push and more

Bi-directional synchronization between Brevo and Salesforce

Overview

The Brevo for Salesforce integration syncs data between Salesforce Sales Cloud and Brevo, enabling campaign creation, marketing automation, and real-time updates. It supports custom field mapping, bidirectional sync, segmentation, and detailed analytics.

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  • Onboarding and Authorization: Users can install the Brevo Integration App to sync data, create campaigns, automate marketing, and send transactional emails and SMS messages.

  • Field Mapping: Users can set up standard and custom field mappings between Salesforce and Brevo on Contact, Lead and Account objects.

  • Data Synchronization: Initial data synchronization can be scheduled, with real-time event synchronization for create, update, and delete actions.

  • Bidirectional Sync: The integration supports bidirectional synchronization of Leads and Contacts, including activity timelines and conflict resolution settings.

  • Segmentation: Users can segment Salesforce Contacts and Leads in Brevo based on associated company and opportunity information.

  • Campaign Events and Statistics: Campaign events are displayed on the Contact timeline in Salesforce, with links to detailed campaign statistics in Brevo.

  • Global Synchronization Control: Users can enable or disable synchronization globally or per object, with options for real-time or scheduled synchronization.

  • Dashboard Analytics: A dashboard provides analytics for the synchronization process, including micro stats components.

  • Event Triggers: Users can trigger predefined events to activate real-time synchronization and automation flows in Brevo.

The integration between Brevo and Salesforce enables Salesforce Sales Cloud users to synchronize crucial data for communication channels facilitated by the Brevo platform. This integration supports Salesforce Essentials, Professional, Enterprise, and Unlimited editions, allowing users to install the Brevo for Salesforce app.

Categories

Business Needs
Marketing Automation
Campaign Management
Mass Emails
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package