In this article, we will explain how to integrate Zoho with Brevo using the Brevo plugin.

Developed by Zoho, the Brevo plugin lets you seamlessly integrate all of the benefits of Brevo with your CRM platform, including:

• Sync your contacts in a couple of clicks
• Send email campaigns to your Zoho contacts
• Access your email marketing analytics from your CRM
• Receive notifications when Zoho contacts engage with your emails

Install the plugin

To install the Brevo plugin for Zoho:

1. Visit the Brevo page in the Zoho marketplace and click Install.
2. Agree to the terms of service and click Install.
3. Choose one of the following and click Confirm.
   
   • Install for admins only - The extension will be installed only for the users with an administrator profile.
   • Install for all users - The extension will be installed for all the users.
   • Choose profiles - The extension will be installed for manually chosen users. Choose this option, click Confirm, then select the desired profiles.
   • Choose one of the following and click Confirm.
4. To link your Brevo account with the plugin, enter your v3 API key and click Save.
   

Now that you’ve successfully connected your Brevo account with your Zoho CRM, you can start syncing your CRM contacts with Brevo.

Sync your contacts

To sync your Zoho contacts with Brevo, go to the Brevo module in your Zoho account. Once you reach this menu, you’re presented with a number of options to configure the sync settings. We will go through them step by step.

• In Sync, select Bulk Sync to sync all of your contacts or Selective Sync only sinc specific contacts.
• In Sync Type, select One Way to sync contacts only from one platform to another or Both Ways to sync contacts across both platforms.
• In Sync Behavior, select Brevo to Zoho CRM or Zoho CRM to Brevo to distinguish which platforms you would like to sync to and from.
• In Enable Scheduled Sync., select Yes or No to schedule the syncing of your contacts.
• In Select Sync Occurence, select Daily or Weekly to schedule either daily or weekly syncs.
• In CRM Module, select Contacts or Leads to decide which module in your CRM you would like the sync to affect.

As soon as you save your settings, you can click Start Sync to perform your first sync with the settings that you set up. You can change your sync settings at any time from the new Settings tab in the Brevo module.

After successfully running the sync that you set up, you should be able to find your contacts in the Contacts sections of both your Zoho CRM and/or Brevo, depending on the settings you chose for the sync.

🤔 Have a question?

🤔 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.