How to Connect Brevo as Data Destination
The integration will allow you to add/update or delete contacts, as well as send a transactional Email or SMS to Brevo in response to an action from other systems. For example, if a new row appears in Google Sheets, the lead in CRM moved to another stage of the funnel, the user's email will be automatically added to Brevo. This will allow you to efficiently automate workflows and save a lot of time.
Let's go through the entire Brevo setup steps together!
Navigation:
1. What will integration with Brevo do?
2. How to connect my Brevo account to ApiX-Drive?
3. How can I setup data transfer to Brevo in the selected action?
4. An example of the data that will be sent to your Brevo .
5. Auto-update and update interval.
To do this, click "Start Configuring Data Destination".
Select the system as Data Destination. In this case, you must specify Brevo.
Next, you need to specify an action, for example, "Add / Update CONTACT".
- Add / Update CONTACT - contact will be added or updated in your Brevo.
- Delete CONTACT - contact will be delete in your Brevo.
- Send transactional EMAIL - transactional E-mail will send in your Brevo.
- Send transactional SMS - transactional SMS will send in your Brevo.
The next step is to select the Brevo account to which the data will be sent.
If there are no accounts connected to the ApiX-Drive system, click "Connect account".
In the window that opens, you need to fill in your API key from Brevo.
After that, the page will reload and the saved account will be automatically selected.
Open the Menu and go to the "SMTP & API" section in your Brevo Dashboard. Then go to the "API Keys" tab. Copy your API key and paste it into the appropriate field in your ApiX-Drive account.
When the connected account is displayed in the "active accounts" list, select it.
Attention! If your account is in the "inactive accounts" list, check your access to this account!
Now you need to setup the connection of the fields of the Data Source using the example of Google Sheets with the corresponding fields in Brevo.
Be sure to select a list where all data from Google Sheets will go.
Also assign other required fields from the drop-down lists.
Now you can see the test data.
If you want to send test data to Brevo to check if the settings are correct, click "Send test data to Brevo" and go to your Brevo to check the result.
If you want to change the settings - click "Edit" and you will go back one step.
If everything suits you, click "Next".
This completes the Data Destination system setup!
Now you can start choosing the update interval and enabling auto-update.
To do this, click "Enable auto-update".
On the main screen, click on the gear icon to select the required update interval or setup scheduled launch. To start the connection by time, select scheduled start and specify the desired time for the connection update will be started, or add several options at once when you need the connection will be started.
Attention! In order for the scheduled run to work at the specified time, the interval between the current time and the specified time must be more than 5 minutes. For example, you select the time 12:10 and the current time is 12:08 - in this case, the automatic update of the connection will occur at 12:10 the next day. If you select the time 12:20 and the current time is 12:13 - the auto-update of the connection will work today and then every day at 12:20.
To make the current connection transmit data only after another connection, check the box "Update connection only after start other connection" and specify the connection after which the current connection will be started.
To enable auto-update, switch the slider to the position as shown in the picture.
To perform a one-time data transfer, click on the arrow icon.
This completes the setup of Brevo as Data Destination! See how easy it is!?
Now don't worry, ApiX-Drive will do everything on its own!