Bring new Salesforce leads into your Brevo campaign review
Give Notis a clear instruction for reviewing Brevo email campaigns when Salesforce creates a lead.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Action
Update Email Campaign
Updates an email campaign in brevo using its unique identifier.
Why this helps
New leads can arrive while campaign changes are being handled elsewhere, leaving important follow-up context easy to miss.
- Review campaign context as leads arrive
- Keep campaign maintenance close to lead creation
- Reduce manual handoffs between sales and marketing
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Brevo once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis in one instruction how to review and update a relevant Brevo email campaign using new lead context.
- 4Pick the Salesforce New Lead trigger and choose where run reports should go.
- 5Test with one real Salesforce lead and confirm the Brevo campaign update.
Questions about this workflow
Does this send an email to the new lead?
No. The available action updates an email campaign. It does not send an email or add the lead to a Brevo contact list.
Can Notis decide which campaign to update?
You can describe the decision in your instruction. The available event updates a Brevo email campaign by its unique identifier, so the campaign must be identifiable from the available context or your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Brevo. A trigger fires from one place; an action lands in another.
Salesforce triggers
Brevo actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create a company
This tool allows you to create a new company in your brevo account.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create or Update Email Template
This tool creates a new email template or updates an existing one in brevo. if a 'templateid' is provided, it performs an update; otherwise, it creates a new template.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Create SMS Campaign
This tool allows you to create a new sms campaign in brevo. you can specify the campaign name, sender, content, recipients (by providing list ids, exclusion list ids, or segment ids), and optionally schedule the campaign for a specific time. you can also enable unicode characters, add an organization prefix, and include unsubscribe instructions.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
Delete a company
Deletes a company from brevo using its unique identifier.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
Delete Contact
Deletes a contact from brevo using its unique identifier.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Delete Email Template
This tool deletes an inactive email template from brevo. you need to provide the 'templateid' of the email template you want to delete. only inactive templates can be deleted.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
Delete SMS Campaign
This tool deletes an existing sms campaign.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Find Contact
This tool checks if a contact exists in brevo. it searches for a contact using either an email address or mobile number, with the email being prioritized if both are provided.
Connect any two apps with Notis in the middle.
Salesforce and Brevo, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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