- How to automatically send an email via Outlook to new contacts added in Brevo
- 1. Create your playbook and set the Brevo trigger as "New contact added"
- 2. Add the "Send email" in Outlook automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with Brevo and Outlook Mail
- More how-to guides featuring Brevo and Outlook Mail
How to automatically send an email via Outlook to new contacts added in Brevo
Create your playbook and set the Brevo trigger as "New contact added"
After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.
To setup this playbook, click "Add trigger" and then select "New contact added" under Brevo. Then, select details like name and email. This will allow your playbook to automatically detect the newly added contact in 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 "Send email" in Outlook automation
Integrate the Outlook automation into your playbook to ensure the prompt sending of an email via Outlook when a new contact has been added on Brevo.
Click the "Add step" button, then locate the "Send email" automation for Outlook and input the mandatory and relevant details.
If your Outlook 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 Outlook account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate the sending of an email via Outlook. Once turned on, it will respond to each newly added contact in Brevo by sending an email via Outlook 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.