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IntegrationsBrevo integration
Integrations

Brevo integration

Connect Brevo with your Softr applications to grow and manage your customer relationships automatically. Sync contacts, companies, and deals from your app into Brevo, and send emails that react to what your users do — all without code.

Overview

The Softr Brevo integration lets your workflows manage the heart of your Brevo CRM — contacts, companies, and deals — and send email through your Brevo account. When someone signs up, submits a form, or updates a record in your Softr app, the workflow can create or update the matching contact, link it to a company, move a deal forward, and follow up by email.

In a typical Softr app, Brevo keeps marketing and sales in step with your product: sign-up forms feed your contact lists, client portals keep company records fresh, and status changes in your admin dashboard drive deal updates and customer emails.

Available Actions

Create contact

Add a new contact to Brevo when someone signs up or submits a form in your app.

Get contact

Look up a contact’s details to use in later workflow steps.

List contacts

Retrieve contacts to power digests, syncs, or bulk follow-up steps.

Update contact

Keep contact attributes current when users edit their profile or new data arrives.

Delete contact

Remove a contact when a user unsubscribes or closes their account.

Create company

Add a company record when a new organization joins your app.

Update company

Refresh company details as information changes in your Softr database.

Delete company

Remove company records you no longer need.

Create deal

Open a deal when a qualified lead comes in or a client makes a request.

Update deal

Move deals through your pipeline as things progress in your app.

Delete deal

Clean up deals that are no longer relevant.

Send email

Send an email through Brevo — confirmation, follow-up, or notification — with content built from your app’s data.

Key Benefits

  • CRM that updates itself: Contacts, companies, and deals stay in sync with your app — no exports, no copy-paste.
  • Email included: Send transactional and follow-up emails from the same workflow that updates the CRM.
  • Clean customer data: Look up before you create, update when things change, and delete what’s stale.
  • No-code setup: Configure everything visually in the workflow editor, mapping in data from any step.

Example Use Cases

Use CaseDescription
Sign-ups to your audienceAdd every new app member as a Brevo contact so campaigns and lifecycle emails reach them from day one.
Lead forms to pipelineWhen a lead form is submitted, create the contact and open a deal with the request details attached.
Portal edits to CRMWhen clients update their details in your portal, update the matching Brevo contact and company automatically.
Status-driven emailsWhen a record changes status in your admin dashboard, update the deal and send the customer a progress email.
Account clean-upWhen a user cancels, delete or archive their contact and close out related deals in one workflow.

How to Connect Softr with Brevo

  1. Open your Softr app and go to Workflows.
  2. Create a new workflow and add a Brevo action.
  3. Click Connect Brevo and paste your Brevo API key. You can create one in Brevo under SMTP & API → API Keys.
  4. Pick the action you need — contact, company, deal, or email.
  5. Map fields from your Softr forms, records, or previous workflow steps to the action’s inputs.
  6. Save and activate your workflow.

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