CRM & sales systems
Create, update, and manage companies, deals, and contacts, or send emails from your workflows.
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 contactAdd a new contact to Brevo when someone signs up or submits a form in your app.
- Get contactLook up a contact's details to use in later workflow steps.
- List contactsRetrieve contacts to power digests, syncs, or bulk follow-up steps.
- Update contactKeep contact attributes current when users edit their profile or new data arrives.
- Delete contactRemove a contact when a user unsubscribes or closes their account.
- Create companyAdd a company record when a new organization joins your app.
- Update companyRefresh company details as information changes in your Softr database.
- Delete companyRemove company records you no longer need.
- Create dealOpen a deal when a qualified lead comes in or a client makes a request.
- Update dealMove deals through your pipeline as things progress in your app.
- Delete dealClean up deals that are no longer relevant.
- Send emailSend an email through Brevo — confirmation, follow-up, or notification — with content built from your app's data.
Example use cases
Usecase
Description
- 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.
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.
