Workbooks CRM + Brevo (Sendinblue) Integration

Integrate Brevo (Sendinblue) to Workbooks CRM in one click, or tell Integrately AI how you want each contact handled. Sync contacts and deals, update records, alert your team, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Workbooks CRM
    Task is created in Workbooks CRM Instant
  • Workbooks CRM
    Invoice is complete and its status is posted in Workbooks CRM Instant
  • Workbooks CRM
    Credit note is posted in Workbooks CRM Instant
  • Workbooks CRM
    New sales lead is created in Workbooks CRM Instant
  • Workbooks CRM
    Person is created in Workbooks CRM Instant
  • Workbooks CRM
    Organization is created in Workbooks CRM Instant
  • Workbooks CRM
    Case is created in Workbooks CRM Instant
  • Workbooks CRM
    Marketing campaign is created in Workbooks CRM Instant
  • Workbooks CRM
    Meeting is created in Workbooks CRM Instant
  • Workbooks CRM
    Product is created in Workbooks CRM Instant
  • Brevo  (Sendinblue)
    Contact is added in Brevo (Sendinblue)
  • Brevo  (Sendinblue)
    Contact is added in list in Brevo (Sendinblue) Instant
  • Brevo  (Sendinblue)
    Contact is Blocklisted in Brevo (Sendinblue)
  • Brevo  (Sendinblue)
    Email campaign is created in Brevo (Sendinblue)
  • Brevo  (Sendinblue)
    Sender is added in Brevo (Sendinblue)
  • Brevo  (Sendinblue)
    Transactional email is created in Brevo (Sendinblue)
  • Brevo  (Sendinblue)
    SMS Campaign is created in Brevo (Sendinblue)
  • Brevo  (Sendinblue)
    List is created in Brevo (Sendinblue)
  • Brevo  (Sendinblue)
    Note is created in Brevo (Sendinblue)
  • Brevo  (Sendinblue)
    Folder is created in Brevo (Sendinblue)
  • Brevo  (Sendinblue)
    Company is created in Brevo (Sendinblue)
  • Brevo  (Sendinblue)
    Deal is created in Brevo (Sendinblue)
Arrow Right
2.
  • Workbooks CRM
    Create sales lead in Workbooks CRM
  • Workbooks CRM
    Search organization in Workbooks CRM
  • Workbooks CRM
    Update person in Workbooks CRM
  • Workbooks CRM
    Search person in Workbooks CRM
  • Workbooks CRM
    Update sales lead in Workbooks CRM
  • Workbooks CRM
    Create person in Workbooks CRM
  • Workbooks CRM
    Create organization in Workbooks CRM
  • Workbooks CRM
    Create customer order in Workbooks CRM
  • Workbooks CRM
    Create case in Workbooks CRM
  • Workbooks CRM
    Create task in Workbooks CRM
  • Workbooks CRM
    Create marketing campaign member status in Workbooks CRM
  • Workbooks CRM
    Search sales lead in Workbooks CRM
  • Workbooks CRM
    Update marketing campaign member in Workbooks CRM
  • Workbooks CRM
    Search marketing campaign member in Workbooks CRM
  • Workbooks CRM
    Create marketing campaign member in Workbooks CRM
  • Workbooks CRM
    Update customer order in Workbooks CRM
  • Workbooks CRM
    Search customer order in Workbooks CRM
  • Workbooks CRM
    Create customer order and line items in Workbooks CRM
  • Workbooks CRM
    Search marketing campaign in Workbooks CRM
  • Workbooks CRM
    Search marketing campaign status in Workbooks CRM
  • Workbooks CRM
    Update organization in Workbooks CRM
  • Brevo  (Sendinblue)
    Create or update contact in Brevo (Sendinblue)
  • Brevo  (Sendinblue)
    Create contact in Brevo (Sendinblue)
  • Brevo  (Sendinblue)
    Add existing contact to list in Brevo (Sendinblue)
  • Brevo  (Sendinblue)
    Update contact in Brevo (Sendinblue)
  • Brevo  (Sendinblue)
    Search contact in Brevo (Sendinblue)
  • Brevo  (Sendinblue)
    Delete a contact in Brevo (Sendinblue)
  • Brevo  (Sendinblue)
    Search contact by phone number in Brevo (Sendinblue)
  • Brevo  (Sendinblue)
    Send email in Brevo (Sendinblue)
  • Brevo  (Sendinblue)
    Send SMS in Brevo (Sendinblue)
  • Brevo  (Sendinblue)
    Create Contact via DOI (Double-Opt-In) Flow in Brevo (Sendinblue)
  • Brevo  (Sendinblue)
    Search Sender in Brevo (Sendinblue)
  • Brevo  (Sendinblue)
    Remove contact from a list in Brevo (Sendinblue)
  • Brevo  (Sendinblue)
    Send campaign report in Brevo (Sendinblue)
  • Brevo  (Sendinblue)
    Create email campaign in Brevo (Sendinblue)
  • Brevo  (Sendinblue)
    Update list in Brevo (Sendinblue)
  • Brevo  (Sendinblue)
    Create list in Brevo (Sendinblue)
  • Brevo  (Sendinblue)
    Create deal in Brevo (Sendinblue)
  • Brevo  (Sendinblue)
    Link and Unlink deal with contacts/companies in Brevo (Sendinblue)
  • Brevo  (Sendinblue)
    Delete deal in Brevo (Sendinblue)
  • Brevo  (Sendinblue)
    Search deal in Brevo (Sendinblue)
  • Brevo  (Sendinblue)
    Create Folder in Brevo (Sendinblue)
  • Brevo  (Sendinblue)
    Send a transactional email in Brevo (Sendinblue)
  • Brevo  (Sendinblue)
    Update company in Brevo (Sendinblue)
  • Brevo  (Sendinblue)
    Create company in Brevo (Sendinblue)
  • Brevo  (Sendinblue)
    Search company by company name in Brevo (Sendinblue)
  • Brevo  (Sendinblue)
    Link and Unlink company with contact/deal in Brevo (Sendinblue)
  • Brevo  (Sendinblue)
    Create task in Brevo (Sendinblue)
  • Brevo  (Sendinblue)
    Create note in Brevo (Sendinblue)
  • Brevo  (Sendinblue)
    Add domain to blocked domains in Brevo (Sendinblue)
  • Brevo  (Sendinblue)
    Get contact by Id in Brevo (Sendinblue)

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Ready Workflows Ready Workflows for Brevo (Sendinblue) + Workbooks CRM Integration

Capture contacts, organise leads, keep records updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Workbooks CRM + Brevo  (Sendinblue) Integration

Create Brevo (Sendinblue) contact for new Workbooks CRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Workbooks CRM - Brevo (Sendinblue) integration, anytime a new Workbooks CRM contact is created, an Brevo (Sendinblue) contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Workbooks CRM + Brevo  (Sendinblue) Integration

Send Brevo (Sendinblue) email for new Workbooks CRM contact

Anytime a new contact is added to your Workbooks CRM, automatically send them a email through Brevo (Sendinblue) letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Workbooks CRM - Brevo (Sendinblue) integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Workbooks CRM + Brevo  (Sendinblue) Integration

Send Brevo (Sendinblue) email for new Workbooks CRM task

With this Workbooks CRM - Brevo (Sendinblue) integration, whenever a new task is created in Workbooks CRM, email will be sent via Brevo (Sendinblue). This ensures that everyone is kept up to date on the latest developments and can take appropriate action.

Plus, you can customize the email that is sent, so you can include any relevant information, like deadlines or assigned team members. As a result, this integration will help to improve communication and collaboration within your team, making it easier to get work done.
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Brevo  (Sendinblue) + Workbooks CRM Integration

Create Workbooks CRM contact for new Brevo (Sendinblue) contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Workbooks CRM contact and Brevo (Sendinblue) contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Brevo  (Sendinblue) + Workbooks CRM Integration

Create Workbooks CRM task for new Brevo (Sendinblue) contact

Workbooks CRM and Brevo (Sendinblue) are two powerful cloud-based tools that can be used to improve business productivity. Using this Workbooks CRM - Brevo (Sendinblue) integration, you can automatically create task in Workbooks CRM whenever a new contact is created in Brevo (Sendinblue).

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Workbooks CRM + Brevo  (Sendinblue) Integration

Create Brevo (Sendinblue) deal from new Workbooks CRM contact

Anytime a new contact is created in your Workbooks CRM, a new deal will automatically be created in your Brevo (Sendinblue). This ensures that all of your deal are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Workbooks CRM - Brevo (Sendinblue) integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Workbooks CRM + Brevo  (Sendinblue) Integration

Create Brevo (Sendinblue) task for new Workbooks CRM contact

In Workbooks CRM, when you create a contact, it automatically creates a task in Brevo (Sendinblue) for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Connect more apps to your Brevo (Sendinblue) + Workbooks CRM flow

Sync your marketing contacts and CRM records with finance, support, and messaging tools to keep operations aligned. Pick a combination and activate it in one click.

Workbooks CRM
Brevo  (Sendinblue)
+
SalesforceSalesforce (3)
+
HubSpotHubSpot (3)
+
StripeStripe (3)
+
XeroXero (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
B
W
S
Add every new Brevo (Sendinblue) contact to Workbooks CRM, and create a lead in Salesforce
New Brevo (Sendinblue) contacts appear in Workbooks CRM and Salesforce instantly, eliminating manual data entry across systems.
W
B
S
When a new sales lead is created in Workbooks CRM, update the contact in Brevo (Sendinblue) and create a task in Salesforce
Keep Brevo (Sendinblue) and Salesforce updated automatically whenever a new sales lead is created in Workbooks CRM.
B
W
S
If a contact is added in Brevo (Sendinblue) with enterprise criteria, create a Workbooks CRM organization and log it in Salesforce
Route enterprise contacts from Brevo (Sendinblue) into Workbooks CRM and Salesforce based on submitted criteria.

Supported triggers and actions for Workbooks CRM and Brevo (Sendinblue)

Mix and match to build the exact automation you need

Workbooks CRM
Workbooks CRM Triggers & Actions
Instant
Task is created in Workbooks CRM
Triggers the automation when a task is created
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Instant
Invoice is complete and its status is posted in Workbooks CRM
Triggers the automation when an invoice is complete and its status is posted
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Instant
Credit note is posted in Workbooks CRM
Triggers the automation when a credit note is posted
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Instant
New sales lead is created in Workbooks CRM
Triggers the automation when a new sales lead is created
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Instant
Person is created in Workbooks CRM
Triggers the automation when a person is created
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Instant
Organization is created in Workbooks CRM
Triggers the automation when an organization is created
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Instant
Case is created in Workbooks CRM
Triggers the automation when a case is created
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Instant
Marketing campaign is created in Workbooks CRM
Triggers the automation when a marketing campaign is created
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Instant
Meeting is created in Workbooks CRM
Triggers the automation when a meeting is created
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Instant
Product is created in Workbooks CRM
Triggers the automation when a product is created
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Create sales lead in Workbooks CRM
Creates a new sales lead
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Search organization in Workbooks CRM
Searches for an organization
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Update person in Workbooks CRM
Updates a person
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Search person in Workbooks CRM
Searches for a person
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Update sales lead in Workbooks CRM
Updates a sales lead
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Create person in Workbooks CRM
Creates a new person
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Create organization in Workbooks CRM
Creates a new organization
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Create customer order in Workbooks CRM
Creates a customer order
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Create case in Workbooks CRM
Creates a new case
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Create task in Workbooks CRM
Creates a new task
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Create marketing campaign member status in Workbooks CRM
Creates a marketing campaign member status
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Search sales lead in Workbooks CRM
Searches for a sales lead
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Update marketing campaign member in Workbooks CRM
Updates a marketing campaign member
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Search marketing campaign member in Workbooks CRM
Searches for a marketing campaign member
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Create marketing campaign member in Workbooks CRM
Creates a marketing campaign member
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Update customer order in Workbooks CRM
Updates a customer order
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Search customer order in Workbooks CRM
Searches for a customer order
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Create customer order and line items in Workbooks CRM
Creates a customer order and line items
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Search marketing campaign in Workbooks CRM
Searches for a marketing campaign
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Search marketing campaign status in Workbooks CRM
Searches for marketing campaign status
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Update organization in Workbooks CRM
Updates an organization
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Brevo  (Sendinblue)
Brevo (Sendinblue) Triggers & Actions
Contact is added in Brevo (Sendinblue)
Triggers the automation when a new contact is added
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Instant
Contact is added in list in Brevo (Sendinblue)
Triggers the automation when a contact is added to a list
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Contact is Blocklisted in Brevo (Sendinblue)
Triggers the automation when a contact is blocked
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Email campaign is created in Brevo (Sendinblue)
Triggers the automation when a new email campaign is added
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Sender is added in Brevo (Sendinblue)
Triggers the automation when a sender is added
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Transactional email is created in Brevo (Sendinblue)
Triggers the automation when a transactional email is created
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SMS Campaign is created in Brevo (Sendinblue)
Triggers the automation when a new SMS campaign is created
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List is created in Brevo (Sendinblue)
Triggers the automation when a new list is created
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Note is created in Brevo (Sendinblue)
Triggers the automation when a new note is created
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Folder is created in Brevo (Sendinblue)
Triggers the automation when a new folder is created
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Company is created in Brevo (Sendinblue)
Triggers the automation when a new company is created
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Deal is created in Brevo (Sendinblue)
Triggers the automation when a new deal is created
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Create or update contact in Brevo (Sendinblue)
Adds or updates a contact to the database
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Create contact in Brevo (Sendinblue)
Adds a new contact to the database
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Add existing contact to list in Brevo (Sendinblue)
Adds a contact from the database to a list
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Update contact in Brevo (Sendinblue)
Updates contact information with new details
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Search contact in Brevo (Sendinblue)
Finds and retrieves contact information
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Delete a contact in Brevo (Sendinblue)
Removes a contact from a database or list
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Search contact by phone number in Brevo (Sendinblue)
Finds information about a contact using the phone number
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Send email in Brevo (Sendinblue)
Sends an email to a recipient
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Send SMS in Brevo (Sendinblue)
Sends a text message to particular recipients
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Create Contact via DOI (Double-Opt-In) Flow in Brevo (Sendinblue)
Adds contacts after they have confirmed their subscription via double opt-in
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Search Sender in Brevo (Sendinblue)
Searches for a sender
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Remove contact from a list in Brevo (Sendinblue)
Removes a contact from a list
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Send campaign report in Brevo (Sendinblue)
Sends a campaign report
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Create email campaign in Brevo (Sendinblue)
Adds a new contact to the contact list
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Update list in Brevo (Sendinblue)
Updates a particular list with new data
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Create list in Brevo (Sendinblue)
Generates a new list
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Create deal in Brevo (Sendinblue)
Generates a new deal with
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Link and Unlink deal with contacts/companies in Brevo (Sendinblue)
Connects or disconnects the deal associated with a contact or company
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Delete deal in Brevo (Sendinblue)
Removes a deal entry from the system
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Search deal in Brevo (Sendinblue)
Retrieves and find a deal
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Create Folder in Brevo (Sendinblue)
Creates a new folder in the designated location
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Send a transactional email in Brevo (Sendinblue)
Sends a transactional email
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Update company in Brevo (Sendinblue)
Updates company information
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Create company in Brevo (Sendinblue)
Generates a new company profile with given details
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Search company by company name in Brevo (Sendinblue)
Searches for a company using its name
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Link and Unlink company with contact/deal in Brevo (Sendinblue)
Connects or disconnects the company associated with a contact or deal
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Create task in Brevo (Sendinblue)
Creates a new task
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Create note in Brevo (Sendinblue)
Creates a new note in the particular format
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Add domain to blocked domains in Brevo (Sendinblue)
Blocks a particular domain from accessing your network
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Get contact by Id in Brevo (Sendinblue)
Retrieves a contact using their id
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What can you automate with Brevo (Sendinblue) + Workbooks CRM?

Streamline your entire customer lifecycle by connecting marketing automation with CRM management.

What you can automate?
🔄
Sync new contacts from Brevo (Sendinblue) to Workbooks CRM
Automatically create a sales lead in Workbooks CRM whenever a new contact is added in Brevo (Sendinblue). Eliminate manual data transfer and ensure sales teams never miss a prospect.
📋
Capture all custom fields and attributes
Map custom contact attributes and tags from Brevo (Sendinblue) directly into corresponding fields in Workbooks CRM to maintain detailed customer profiles.
🔔
Notify your team on Slack instantly
Trigger instant Slack notifications for your sales or support channels the moment a high-value contact or lead is created across your apps.
🔀
Route records based on submitted criteria
Evaluate incoming contact tags or form inputs in Brevo (Sendinblue) to assign leads to specific sales reps or create tailored records in Workbooks CRM.
✏️
Keep contact details updated in real time
Update existing records in Workbooks CRM automatically whenever contact details or subscription statuses change in Brevo (Sendinblue).
🛡️
Prevent duplicate records across systems
Search for existing contacts before creating new entries to keep your Workbooks CRM and Brevo (Sendinblue) databases clean and free of duplicates.
💰
Handle order and invoice status updates
Trigger customer order creation in Workbooks CRM when billing events occur, keeping financial tracking aligned with marketing activities.
🌐
Extend workflows to third-party tools
Connect your Brevo (Sendinblue) and Workbooks CRM core workflow with messaging apps, accounting platforms, or customer support tools like Slack.
And much more...

Who is Brevo (Sendinblue) + Workbooks CRM integration for?

Connecting Brevo (Sendinblue) and Workbooks CRM eliminates manual data entry between marketing campaigns and CRM pipelines for growing businesses.

Marketing directors
Marketing directors
Sales representatives
Sales representatives
Account managers
Account managers
Operations leads
Operations leads
Sales development reps
Sales development reps
CRM administrators
CRM administrators
📈
Marketing directors
You manage email campaigns in Brevo (Sendinblue), but your performance dashboards only update when someone manually exports lists, so your engagement metrics are always hours behind — this integration means every contact syncs instantly and your campaign reporting stays current.
Sales representatives
You need to follow up with inbound leads immediately, but leads sit in Brevo (Sendinblue) until someone remembers to copy them over, so hot prospects go cold before you reach them — connecting these apps means every new lead appears in Workbooks CRM the moment it arrives.
🤝
Account managers
You report deal progress to stakeholders, but client records in Workbooks CRM miss recent marketing touchpoints from Brevo (Sendinblue), so your client reviews are incomplete — automating both apps means your account histories are always accurate and up to date.
📊
Operations leads
You handle high volumes of subscriber sign-ups and customer orders, but manual record creation between Brevo (Sendinblue) and Workbooks CRM causes frequent bottlenecks, so customer data falls through the cracks — this integration means high-volume data moves seamlessly without manual effort.
🎯
Sales development reps
You own outreach sequences, but depends on marketing teams to hand over qualified contacts from Brevo (Sendinblue), so your prospecting pipeline is constantly starved of fresh leads — automating both apps means qualified prospects flow directly into Workbooks CRM instantly.
🗂️
CRM administrators
You maintain database integrity, but manual entry errors between Brevo (Sendinblue) and Workbooks CRM leave constant gaps in customer histories, so your records remain fragmented — connecting these apps means clean, automated records populate your system reliably.
Our team

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Why choose Integrately to automate Workbooks CRM + Brevo (Sendinblue)

Build and manage your Workbooks CRM + Brevo (Sendinblue) automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Workbooks CRM + Brevo (Sendinblue) with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Brevo (Sendinblue) to Workbooks CRM?
Frequently Asked Questions
You can connect Brevo (Sendinblue) to Workbooks CRM in 1 click using ready-made workflows or build custom flows using Integrately AI. It also integrates seamlessly with HubSpot, Salesforce, Slack, and 1,500+ other apps.
Can I automatically create Workbooks CRM leads from new Brevo (Sendinblue) contacts?
Frequently Asked Questions
Can I connect Brevo (Sendinblue), Workbooks CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Brevo (Sendinblue) and Workbooks CRM?
Frequently Asked Questions
How does Brevo (Sendinblue) handle contact updates in Workbooks CRM?
Frequently Asked Questions
How are customer orders in Workbooks CRM triggered by Brevo (Sendinblue)?
Frequently Asked Questions
Do I need coding skills to automate Brevo (Sendinblue) and Workbooks CRM?
Frequently Asked Questions
Is the Brevo (Sendinblue) and Workbooks CRM integration free?
Frequently Asked Questions
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