- How to automatically create a new contact in Apollo for a newly added contact in Brevo
- 1. Create your playbook and set the Brevo trigger as "New contact added"
- 2. Add the "Create contact" in Apollo automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with Brevo and Apollo
- More how-to guides featuring Brevo and Apollo
How to automatically create a new contact in Apollo for a newly added contact in Brevo
Create your playbook and set the Brevo trigger as "New contact added"
Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.
To set up this playbook, click "Add trigger" and then select "New contact added" under Brevo. Then, select the necessary details. This will allow your playbook to automatically detect the newly added contact on Brevo and initiate necessary actions.
If this is your first time using a Brevo integration in Relay.app, a prompt will guide you through the connection process.
Add the "Create contact" in Apollo automation
Integrate the Apollo automation into your playbook to ensure the prompt creation of a new contact in Apollo when a new contact has been added on Brevo.
Click the "Add step" button, then locate the "Create contact" automation for Apollo and input the mandatory and relevant details.
If your Apollo account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Apollo account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate the creation of a new contact in Apollo. Once turned on, it will respond to each newly added contact in Brevo by creating a new contact in Apollo without manual intervention.
To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.