Send an email in Brevo when a deal is won in Pipedrive

What each client fills in

Brevo: From address

For example hello@northside.example

Who it goes to (Brevo)

The address that gets it: yours, or the client’s team.

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

• 

  In the client’s Pipedrive: your avatar → Personal preferences → API → copy the token.

• Brevo

  In the client’s Brevo: account menu → SMTP & API → API Keys → Generate a new API key.

After you install it

It lands switched off. The client’s checklist holds exactly this:

1. Connect the client’s Pipedrive, for “A deal is won”
2. Connect the client’s Brevo, for “Send an email”
3. Fill in Brevo: From address (For example hello@northside.example)
4. Fill in Who it goes to (Brevo) (The address that gets it: yours, or the client’s team)