Download the Salesforce plugin

Install the Brevo app for Salesforce to seamlessly transfer data between the two platforms. Sync your sales leads and contacts to Brevo, monitor their activities and progress through your sales pipeline, and target them with timely, personalized emails.

About the Brevo app for Salesforce

Before you start

Gather the following information prior to installation:

• Your Salesforce account credentials.
• Your Brevo account credentials and API key. To learn how to create and find an API key in Brevo, check our dedicated articles:
  • From an Admin account:
    • Classic Admin account - Create or delete an API key from an Admin account
    • New Admin account - Create or delete an API key from your Admin account
  • From a sub-organization: Create and manage your API keys

Install the Brevo app for Salesforce

Step 1: Find the Brevo app

To find the Brevo app in Salesforce:

1. Log in to your Salesforce account.
2. Click the App Launcher icon.
3. Type "Brevo" in the search bar.
4. Select the Brevo app.
   

Step 2: Connect Salesforce and Brevo

To connect Salesforce and Brevo, authorize both platforms to access each other's data:

1. From the System Connections section, click Start.
2. Enter your Brevo API key in the API Key field.
3. Click Authorize to connect Salesforce to Brevo.

4. If you entered the API key of a Brevo Admin account:

   1. Select the sub-organization you want to connect to Salesforce.

   2. Click Submit.

5. Click Next.
6. Click Salesforce Authorize to connect Brevo to Salesforce.

Your Salesforce and Brevo accounts are now connected.

Step 3: Configure the sync from Salesforce to Brevo

The Brevo app for Salesforce enables you to sync your Salesforce contacts, leads, and/or opportunity contact roles to Brevo. You can specify which Salesforce data you want to transfer and choose the corresponding Brevo attribute for mapping.

1. From the Salesforce to Brevo Field mapping section, click Start.
2. Map your Salesforce contacts, leads, and/or opportunity contact roles to Brevo:
   
   Contacts  Leads  Opportunity Contact Roles

   1. Go to the Contacts tab.
   2. In the Brevo Folder and List from Folder dropdowns, select the specific folder and list in Brevo where you want to sync your Salesforce contacts.
      
      💡 Good to know

      By default, the app creates a Salesforce folder and a Salesforce Contacts list in Brevo, but you can select a different folder or list if needed. To learn more about how to create lists and folders in Brevo, check our dedicated article Create lists and folders to organize your contacts.
   3. Click Add New Mapping to select additional data you want to sync. The Email, Phone, Last Name, and First Name are activated by default and cannot be removed.
      
   4. Select the Salesforce data and its corresponding Brevo attribute that you want to sync.
      
      💡 Good to know

      Only attributes with the same data type can be mapped together (e.g., a text attribute can only be mapped to another text attribute).

   5. Click Add.
      
   6. Repeat steps 3 to 5 to map all the data that you want to sync.
   7. In the Resolve conflict column, select whether Brevo or Salesforce should be considered the primary source of truth if there is conflicting information for a contact between both platforms. 
      

   1. Go to the Leads tab.
   2. In the Brevo Folder and List from Folder dropdowns, select the specific folder and list in Brevo where you want to sync your Salesforce leads.
      
      
      💡 Good to know

      By default, the app creates a Salesforce folder and a Salesforce Leads list in Brevo, but you can select a different folder or list if needed. To learn more about how to create lists and folders in Brevo, check our dedicated article Create lists and folders to organize your contacts.
   3. Click Add New Mapping to select additional data you want to sync. The Email, Phone, Last Name, and First Name are activated by default and cannot be removed.
      
   4. Select the Salesforce data and its corresponding Brevo attribute that you want to sync.
      
      💡 Good to know

      Only attributes with the same data type can be mapped together (e.g., a text attribute can only be mapped to another text attribute).

   5. Click Add.
      
   6. Repeat steps 3 to 5 to map all the data that you want to sync.
   7. In the Resolve conflict column, select whether Brevo or Salesforce should be considered the primary source of truth if there is conflicting information for a lead between both platforms.
      

   Both the ID and name of opportunities are activated by default and cannot be deactivated.
   This ensures that if a contact or lead is associated with an opportunity, the information will be synced to Brevo in the corresponding attributes (SF_OPPORTUNITY_NAMES and SF_OPPORTUNITY_IDS). If a contact or lead is associated with multiple opportunities, the information for each opportunity will be separated by commas in these attributes.

   

3. Click Finish.

Step 4: Configure the sync from Brevo to Salesforce

We will now sync your Brevo contacts and/or leads to Salesforce. You can specify which Brevo attribute you want to transfer and choose the corresponding Salesforce data for mapping.

1. From the Brevo to Salesforce Field mapping section, click Start.
2. Map your Brevo contacts and/or leads to Salesforce:
   
    Contacts  Leads

   1. Go to the Contacts tab.
   2. Click Add New Mapping to select additional data you want to sync. The Email, Phone, Last Name, and First Name are activated by default and cannot be removed.
      
   3. Select the Brevo attribute and its corresponding Salesforce data that you want to sync.
   4. Click Add.
      
   5. Repeat steps 2 to 4 to map all the attributes that you want to sync.
   6. In the Resolve conflict column, select whether Brevo or Salesforce should be considered the primary source of truth if there is conflicting information for a contact between both platforms.
      

   1. Go to the Leads tab.
   2. Click Add New Mapping to select additional data you want to sync. The Email, Phone, Last Name, and First Name are activated by default and cannot be removed.
      
   3. Select the Brevo attribute and its corresponding Salesforce data that you want to sync.
   4. Click Add.
      
   5. Repeat steps 2 to 4 to map all the attributes that you want to sync.
   6. In the Resolve conflict column, select whether Brevo or Salesforce should be considered the primary source of truth if there is conflicting information for a contact between both platforms. 
      
3. Click Finish.

Step 5: Track Salesforce events

The Brevo app for Salesforce enables you to track the following events in Salesforce:

Select which Salesforce events to track:

1. From the Event Tracking section, click Start. 
2. By default, all events will be activated. Deactivate any events you do not want to track.
   
3. Click Finish.

Step 6: Activate the app

You can now activate the Brevo app for Salesforce, and the sync will begin.

1. (Optional) Click Edit next to a step to return and make changes.
2. Once you're done configuring the app, activate it.
   

Step 7: Check the sync status

A few minutes after the app is activated, you can check the sync status for your Brevo and Salesforce data and see if there are any sync errors.

1. Go to the Dashboard tab.
2. Open the Destination Brevo or Destination Salesforce tab.
3. Check the sync status.
   
   
4. If some data couldn't be synced, check the error report:
   1. Click See the error report.
   2. In the Data column, click Expand to view more information about the error.
   3. If needed, correct any incorrect data in Salesforce or Brevo. The sync will automatically occur again.
5. Click Close.

View your leads and contacts along with their data in Brevo

Once the sync is complete, you can view your leads and contacts along with their data in Brevo:

1. In your Brevo account, go to Contacts.
2. Click Load a list or a segment.
3. From the Lists tab, select the list where you sync your leads and/or contacts.
   
4. (Optional) If you synced your leads and contacts into the same list, you can filter them by type:
   1. Click Add filter.
      
   2. Select Contact details > SF_ENTITY_TYPE.
   3. Enter LEAD or CONTACT.
      
5. Select a lead or contact to open their details page. You can view their synced data in the Information section, email statistics in the Overview section, and their activities in the History section.
   
   ➡️ To learn more about the contact details page in Brevo, check our dedicated article Overview of the contact details page.
   
   💡 Good to know

   If you synced your Opportunity Contact Roles and a lead or contact is associated to an opportunity, you'll find the opportunity ID and name in the Information section under the SF_OPPORTUNITY_IDS and SF_OPPORTUNITY_NAMES attributes.

View and use event data from Salesforce in Brevo

If you've activated the tracking of Salesforce events, you can view and use the event data in Brevo to segment your leads and contacts before emailing them, create automations triggered by these events, and more.

Where can I view event data from Salesforce in Brevo?

When one of the events you are tracking in Salesforce occurs, you'll find the related data reflected in several places in Brevo:

How can I use event data from Salesforce in Brevo?

The events you track from Salesforce and their data can then be used to trigger automations, segment your contacts, or personalize your emails. For example, with the data tracked when a lead is created in Salesforce, you could:

• Trigger an automation to automatically send an introductory email to your leads, including details about your products and services or a meeting link.
   ➡️ To learn more, check our dedicated article Introduction to Marketing Automation.
• Segment your leads based on the date they were added to your Salesforce account.
  ➡️ To learn more, check our dedicated article Create a segment to filter your contacts.
• Personalize your emails and address your leads by their first and last name.
  ➡️ To learn more, check our dedicated article Personalize your emails using Brevo Template Language.

This approach helps prioritize high-impact projects for your sales team and ultimately boosts the likelihood of closing opportunities.

Send emails to your contacts and leads from Brevo

Once your contacts and leads are synced to Brevo, you can start sending them emails. These emails can be:

• Marketing emails sent from the Email campaigns page. These emails can be sent to contacts who have agreed to receive marketing emails and want to receive updates from your business.
  ➡️ To learn more, check our dedicated article Create an email campaign.
• Transactional emails sent using our Transactional platform (also known as Brevo SMTP) or from the Automations page. These emails are a result of a contact's action, such as if they click a link in one of your marketing emails.
  ➡️ To learn more, check our dedicated article How can I send transactional emails with Brevo?.

After an email is sent from Brevo, it will appear on the profiles of the recipients in Salesforce. All relevant details, such as the type of email and timestamps for when it was sent, opened, or clicked, will be visible on the contact or lead's timeline in Salesforce.

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.

If you’re looking for help with a project using Brevo, we can match you with the right certified Brevo expert partner.