Brevo only offers a Zapier connection which is universal but difficult to configure, maintain and can get expensive rather quickly. For each contact added, field updated, contact deleted or engagement created you'd need to set up a separate Zap, with multiple steps to ensure no duplicates are created and the information is synced with the right contacts.
Outfunnel's Pipedrive-Brevo sync is designed for B2B companies who want 2 key things from a sales-marketing integration:
Keep sales and marketing contacts in sync and
Automatically record Brevo email opens, clicks, and unsubscribes in Pipedrive for the salespeople to see.
Our solution syncs your Pipedrive contacts to Brevo, keeps the lists up to date, and records all email engagement as activities on the contact profiles in Pipedrive.
With just a 10-minute, no-code setup your marketing can use the contact lists defined in Pipedrive for their campaigns and give sales full visibility into leads' engagement, so they can sell smarter.
Connect Pipedrive and Brevo today
14-day free trial. No credit card required.
What data does Outfunnel sync between Pipedrive and Brevo
Contacts and companies
Make all Pipedrive contacts or subset(s) you define with filters available in a Brevo list, along with your custom contact and company fields.
Keep the two databases in sync going forward. E.g. if a custom text field is updated in Pipedrive, this is updated in Brevo automatically.
Sync Brevo contacts to Pipedrive when they subscribe or when they open or click an email campaign (Coming soon).
Engagements
Record Brevo email engagement for contacts in Pipedrive. Outfunnel supports sends, opens, clicks, bounces, and unsubscribes.
Record web visits and custom lead scores in Pipedrive with Outfunnel's own Web tracking and Lead scoring as additional lead signals.
Set up contact sync
Watch this quick integration how-to video or follow the steps below.
Sync contacts from Pipedrive to Brevo and create contacts in Pipedrive from new Brevo subscribers.
1. Authenticate your apps. Head to App connector, select Copper and Brevo and authenticate as per on-screen instructions if you haven't done so already. Brevo API key can be found under Account > SMTP & API > Generate API key.
💡 If authentication fails, additional security is likely enabled on your Brevo account. To resolve, please navigate to Brevo > Security > Authorized IPs and do either of the following:
Disable automatic API security checks by Brevo or
Whitelist the following IPs that Outfunnel uses to make requests:
18.193.51.158
3.66.176.5
52.57.67.55
3.79.9.207
35.159.70.129
54.93.67.64
2. Select the connection type. Click on Connect and choose Contact sync as the connection type
3. Set up contact sync rules. You can set up the contact sync from Pipedrive to Brevo or Brevo to Pipedrive.
Sync contacts from Pipedrive to Brevo. Choose whether to sync all Pipedrive contacts or only contacts you’ve defined with a Pipedrive Person filter and select the Brevo list you'd like to sync them to.
As you are syncing contacts, not Deals, then only Pipedrive People filters are visible in Outfunnel. Learn how to set up Pipedrive People filters.
You can sync different Pipedrive filters to different Brevo lists (eg. separate email lists for different regions or pipeline stages) or you can sync multiple Pipedrive filters to the same Brevo list (eg. a filter with open Deals for each sales rep, all synced to one big newsletter List)
(Coming soon) Sync contacts from Brevo to Pipedrive. Choose a list that you'd like to record new subscribers to Pipedrive as contacts and specify the contact owner.
Once the contact is created in Pipedrive, a "Contact Created" activity is added under the contact profile. Note that currently, Outfunnel creates contacts in Pipedrive. Lead creation support is coming soon.
4. Set up field mapping. Navigate to the field mapping step to select which fields or custom fields you’d like the sync to consider.
5. Activate. Activate the connection. The first sync can take up to 5 minutes based on the number of contacts in the sync. From there, Outfunnel checks for segment changes once every four hours. For example, if you add or remove a contact from the target segment then it will take a maximum of 2 hours for the data to sync. Field changes for contacts that are already in sync are updated in real time.
💡 Adding contacts
Outfunnel subscribes contacts to the Brevo list
Blocklisted contacts get field updates but are not resubscribed
Outfunnel syncs around 100 contacts per minute so depending on the number of contacts it may take time before your selected Pipedrive contacts appear in Brevo
Brevo's default SMS field only accepts numbers that match one of the following formats:
91xxxxxxxxxx
+91xxxxxxxxxx
0091xxxxxxxxxx
💡 Removing contacts
If a contact is deleted or removed from the Pipedrive filter, Outfunnel removes and unsubscribes the contact from the respective list in Brevo. The contact still remains in the overall contact database in Brevo.
💡 Things to keep in mind
Contacts do not get removed/unsubscribed from Brevo if you remove the contact sync rule or change the target segment.
Set up engagement sync
Outfunnel supports recording engagement from Brevo single email campaigns. Unfortunately, automations and transactional emails are not supported as Brevo does not provide access to these via API. We recommend reaching out to Brevo to request this as a feature. If you've already set up a connection, skip to the second step.
1. Authenticate your apps. Head to App connector, select Copper and Brevo and authenticate as per on-screen instructions if you haven't done so already. Brevo API key can be found under Account > SMTP & API > Generate API key.
💡 If authentication fails, additional security is likely enabled on your Brevo account. To resolve, please navigate to Brevo > Security > Authorized IPs and do either of the following:
Disable automatic API security checks by Brevo or
Whitelist the following IPs that Outfunnel uses to make requests:
18.193.51.158
3.66.176.5
52.57.67.55
2. Select the connection type. Click on Connect and choose Engagement sync as the connection type
3. Choose the list. Choose the Brevo list for which you’d like to record email engagement (opens, clicks, unsubscribes, etc).
4. Define how engagement gets recorded. Then define how you’d like email activities like opens, clicks, bounces, or unsubscribes recorded in Pipedrive – or simply use our default settings.
💡 Pipedrive has note limitations. You can have up to 100 notes per deal, person, or organization. If you want to keep syncing engagement past this number, please switch to activities instead.
5. Set up field mapping. When Outfunnel syncs an engagement for a contact that does not yet exist in Pipedrive, a new contact is created with the defined field mapping. Navigate to the field mapping step to select which fields or custom fields you’d like the sync to consider.
6. Activate. Activate the connection. Outfunnel only records engagement from emails that have been sent after activating the connection. Data syncs instantly once the engagement occurs.
See what has synced
Once the connection is live, navigate to the Status tab to see how many contacts are in-sync, how many are errored (and why), and when the last sync ran.
Tips, observations, and useful definitions
General
💡 Pre-create field values. Single and multiple option fields need to have the options pre-created in Brevo and Pipedrive (case insensitive)
Contact sync
💡 Outfunnel supports two ways to manage your contacts between Pipedrive and Brevo
Option A. Master database of all contacts in Pipedrive, contacts synced to Brevo for emailing via Outfunnel. To enable this, first collate your whole contact list (Pipedrive + Brevo) into Pipedrive and sync all contacts, or a selection you define with Pipedrive filters, into Brevo with Outfunnel.
Option B. Contact list in Brevo is separate from prospect/customer list in Pipedrive. If a contact, defined by their email address, exists in both Pipedrive and Brevo, we log email engagement to Pipedrive to the right contact.
💡 Best results with a new list. We recommend setting up a brand new Brevo List to ensure everything works flawlessly, but syncing data to an already existing list works as well in most cases.
💡 Brevo's "Segments" beta feature is currently not supported. When sending out your campaigns, make sure that you're sending them to a list, not a segment.
💡 Single source of truth is Pipedrive. Outfunnel currently treats Pipedrive as the “single source of truth”, and any changes you make in Pipedrive will be reflected in Brevo. This doesn’t work the other way around. If you’d like to edit the contents of a field in Brevo, please make the changes in Pipedrive and let Outfunnel take care of syncing this to Brevo.
Engagement sync
💡First click of each email is recorded per contact. Outfunnel records only the first click of each unique email per contact. For example, if a contact clicks 4 times on a URL in the email then only the first click gets recorded.
💡 Supported campaign types. Outfunnel currently supports single email campaigns. Unfortunately, automations and transactional emails are not supported as Brevo does not provide access to these via API. We recommend reaching out to Brevo to request this as a feature.
💡 Activities are added to my calendar. Please note that if you've set up calendar sync in Pipedrive, then all activities are automatically added to your Google or Outlook calendar. To turn this off simply uncheck Outfunnel activity types in Pipedrive > Company Settings > Calendar Sync
These are the types that Outfunnel creates: Newsletter Sent, Newsletter Opened, Newsletter Clicked, Newsletter Bounce, Newsletter Unsubscribe, Contact Created, Newsletter Reply, Form Submitted, Visited Website
💡 Unsubscribe recording. Outfunnel only records end-user initiated unsubscribes in Pipedrive and manual unsubscribes in Brevo are not recorded. When a contact is unsubscribed manually but they still match a filter in Pipedrive that is targeted by a connection, then Outfunnel will resubscribe them in Brevo. If you'd like to manually remove a contact in Brevo, they need to be permanently deleted under the contact profile in Brevo.
Learn more about the best ways to manage unsubscribes and bounces.
💡 Email activity is registered on the Contact level. If someone has sent an email, or they open or click in an email, this is registered independently of the deal stage or pipeline in their Contact profile.
💡 Notifications. If you’d like to receive email notifications about people opening and/or clicking your newsletters, you’ll need to turn on Email notifications feature in Pipedrive. (See how). Once enabled, each user can turn on Email notifications by going to Settings > Personal > Preferences > Notifications.
Do you use web forms to collect leads to your lists? See the following integrations to automate lead capture sync to Pipedrive:
Don't see your preferred web forms listed above? Browse the upcoming connections and sign up for early access.