Our Pipedrive-Brevo sync is designed for B2B companies to:
Enable cross-app workflows by keeping sales and marketing contacts in sync bi-directionally, and
Give context to sales by automatically recording Brevo email opens, clicks, and unsubscribes in Pipedrive
What the integration does
Two-way contact sync. Keep all contacts, or a subset, in sync across both apps.
Email engagement tracking. See email opens, clicks and unsubscribes on the contact in Pipedrive.
Flexible field mapping. Sync default and custom fields in one or both directions, and choose which app wins if data conflicts.
Built-in deduplication. Match contacts by email address, so existing contacts are linked instead of duplicated.
Sync status monitoring. See what ran and what failed, with error messages that show how to fix it.
How to set up a 1-way or 2-way contact sync between Pipedrive and Brevo
Set up the sync two-way or in a single direction, based on your specific use case.
1. Choose your apps
Head to App connector and select Pipedrive and Brevo.
2. Authenticate Brevo
Authenticate Brevo as instructed on screen, if you haven't done so already.
💡 Brevo authentication
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
Allowlist the following IPs that Outfunnel uses to make requests:
18.193.51.158
3.66.176.5
52.57.67.55
3. Select the connection type
Click on Connect and choose Contact sync as the connection type.
4. Set the sync direction
Choose to sync data two-way or in a single direction.
5. Define contact sync rules
If you chose to sync contacts in a single direction you'll only see a single ruleset. If you chose to sync contacts two-way then you'll see two rulesets: the first syncs contacts from Pipedrive to Brevo, and the second from Brevo to Pipedrive.
Pipedrive contacts: As you are syncing contacts, not Deals, then only Pipedrive People filters are visible for syncing. Learn how to set up Pipedrive People filters.
Brevo contacts: You can choose to sync All contacts, lists or segments
If this is your first sync we recommend syncing a limited number of (test) contacts to get a feel for the sync.
💡 Things to keep in mind
Removing a sync rule. If you delete the contact sync rule or change the target segment, contacts that were already synced stay in Brevo as they are.
Multiple email addresses on a contact. Outfunnel creates a link with the first email address on a contact profile. Other addresses on the profile will be ignored.
Merging contacts. Outfunnel supports merging contacts with the same email. After you've merged a contact you may see the contact getting unsubscribed from Brevo if the contact you merged to was not in sync but they will get resubscribed in the next sync given that the email address is the same.
6. Set up field mapping
First, choose the default fields and/or custom fields you'd like to sync and in which direction. Then, choose the app that will be used in case of any conflicts.
Data conflicts
Data conflicts usually happen during the initial sync when a mapped field value is different on both apps. For example, when the name is different for the same contact then Outfunnel will use the selected app as the conflict winner. Most companies use Pipedrive as their system of record. If you're unsure or want to talk through your use case, reach out via the chat widget.
💡 Things to keep in mind
Email is a default field that is matched automatically and cannot be changed. This is what Outfunnel uses as the unique identifier to create a link between contacts on two apps.
Read-only fields. Some fields are read-only (ie calculated fields) and cannot be edited which means they can only be synced in one direction.
Adding new fields. Create a new field in the corresponding app. Then head back to Outfunnel and click "refresh fields" to see the new field.
Single/Multiple option fields. If you are mapping single and multiple option fields please pre-create the values in the source and destination app.
SMS field. Brevo's default SMS field only accepts numbers that match one of the following formats:
1xxxxxxxxxx
+1xxxxxxxxxx
001xxxxxxxxxx
7. Activate the connection
🏁 Initial sync
After activating the connection Outfunnel will run an initial sync to merge your databases and you should see contacts appearing in the sync status page. The initial sync usually takes a few minutes but can take up to a few hours depending on the number of contacts to sync.
The status page also shows errored contacts and provides actionable feedback on how to fix this.
Contacts are linked based on the email address. If an existing contact is not found a new contact is created. If multiple contacts are found with the same email address then the link is made with the oldest contact and no duplicates will be created.
Initial sync actions in Brevo.
Contacts are created in the database.
Contacts are subscribed to the selected list.
Blocklisted contacts get field updates but are not resubscribed
Initial sync actions in Pipedrive.
Contact gets created in the database.
🔄 Continuous sync
After the initial sync completes Outfunnel starts running a continuous sync that checks for updates with the following logic:
Field changes for in-sync contacts are reflected immediately.
New contacts/removed contacts are checked every 2 hours.
When a contact stops matching the rules. Updates stop, but the contact is not deleted from the destination app. In Brevo, the contact is not unsubscribed.
You can trigger an instant sync anytime by clicking on Sync now.
How to set up syncing email events from Brevo to Pipedrive
Outfunnel supports recording engagement from Brevo single email campaigns.
Support for transactional and automation emails is coming soon. Web tracking events are not supported, as Brevo does not provide access to these via their API.
1. Choose your apps
Head to App connector and select Pipedrive and Brevo.
2. Authenticate Brevo
Authenticate Brevo as instructed on screen, if you haven't done so already.
3. Select the connection type
Click on Connect and choose Engagement sync as the connection type.
4. Select how events get recorded
Choose the events you'd like to sync (ie email opens, email clicks) and define how you'd like them to be 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. Limit the sync
Choose to sync all events or limit the syncing to a specific list or segment.
6. Optional: create a contact if it doesn't exist
When Outfunnel syncs an engagement for a contact that does not yet exist in Pipedrive, a new contact can optionally be created with the defined field mapping. If you'd like to create a contact enable the option and map the desired fields.
7. Activate
Outfunnel records engagement from emails that have been sent after activating the connection. Data syncs instantly once the engagement occurs.
💡 Things to keep in mind
Activities in Pipedrive. Outfunnel creates a new activity type per event and links them to a contact, organization, and the oldest open deal allowing you to easily filter them.
Unsubscribe recording. Outfunnel only records end-user initiated unsubscribes in Pipedrive and manual unsubscribes in Brevo are not recorded.
Learn more about the best ways to manage unsubscribes and bounces.
First unique URL click per email per contact is recorded. Outfunnel records the first unique URL click per email per contact. For example, if a contact clicks 2 unique URLs, 3 times each then two click activities get created in Pipedrive.
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, uncheck Outfunnel activity types in Pipedrive > Settings > Personal preferences > Calendar sync. Each user with calendar sync turned on needs to do this.
These are the types that Outfunnel creates: Newsletter Sent, Newsletter Opened, Newsletter Clicked, Newsletter Bounce, Newsletter Unsubscribe, Contact Created, Form Submitted
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.
Need help?
If you run into issues or have questions about the sync, reach out via the chat widget.