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Brevo

Brevo Helpdesk Integration

Integrate Convo AI helpdesk with Brevo to display contact and deal data in the inbox sidebar, sync conversations to Brevo CRM records, and leverage marketing automation for support follow-ups.

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Brevo + Convo AI Helpdesk

What you get with Convo AI for Brevo

Brevo Contact & Deal Sidebar

View Brevo CRM contact profiles, deal pipeline stages, list memberships, and transactional email history in the Convo AI inbox sidebar. Agents see marketing engagement and purchase history.

Conversation Event Tracking

Log Convo AI support conversations as Brevo CRM events on contact records. Track support interactions alongside email opens, clicks, and purchase events in a unified timeline.

Automation Workflow Triggers

Trigger Brevo automation workflows from Convo AI events. Send follow-up emails, update contact attributes, or move deals through pipeline stages based on support conversation outcomes.

List-Based Routing

Route Convo AI conversations based on Brevo contact list membership. VIP lists, at-risk segments, or high-value customer groups are automatically assigned to specialized support agents.

How to Connect Brevo with Convo AI

Simple setup process - connect in minutes

Connect Brevo Account
Authenticate with your Brevo account using an API key. Grant access to Contacts, Deals, Lists, and Automation workflow endpoints.
Configure Contact Display
Select which Brevo contact attributes, deal stages, and list memberships appear in the Convo AI sidebar. Set up contact matching via email or phone number.
Set Up Event & Automation Rules
Configure event tracking for support interactions in Brevo. Define automation workflow triggers for Convo AI events and set up list-based routing rules.
Activate & Test
Enable the integration and test sidebar display, event tracking, and automation triggers with sample contacts and conversations across channels.

Why Connect Brevo with Convo AI?

Benefits for your support team and customers

Surface Brevo CRM contact data and marketing engagement history in the support inbox sidebar

Log support interactions as Brevo events for a unified view of customer touchpoints

Trigger Brevo automation workflows based on support outcomes for personalized follow-ups

Route conversations based on Brevo list membership for segment-specific support experiences

Align marketing and support teams with shared customer data in Brevo

Brevo + Convo AI Use Cases

Common ways to use Convo AI with Brevo

Display Brevo contact purchase history and deal stage in the sidebar so agents can provide context-aware support

Log support conversations as Brevo events to trigger post-support email sequences with satisfaction surveys

Route VIP list members to priority support queues based on Brevo contact list membership

Trigger a Brevo automation workflow to update deal stage when a support conversation results in an upsell opportunity

Track CSAT scores as Brevo contact attributes for segmentation and targeted re-engagement campaigns

Lower than Intercom, Drift, Crisp

₹0/min starting

AI chatbot from ₹0/month + per conversation

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Brevo Helpdesk Integration FAQ

Common questions about Brevo integration

Which Brevo plans support the Convo AI integration?

The integration works with Brevo Free, Starter, Business, and Enterprise plans. CRM deal pipeline features require Brevo Business or Enterprise. Automation workflows require at least Brevo Starter.

Can I trigger Brevo automation workflows from support events?

Yes, Convo AI events like conversation created, ticket resolved, and CSAT submitted are tracked as Brevo events. You can use these events as triggers in Brevo automation workflows.

How does list-based routing work?

When a customer contacts support, Convo AI checks their Brevo list memberships. Conversations from contacts on specific lists (e.g., VIP, Enterprise, At-Risk) are automatically routed to designated agent queues.

Does the integration support Brevo transactional data?

Yes, transactional email history and event data from Brevo are displayed in the sidebar. This gives agents visibility into order confirmations, shipping notifications, and other transactional communications.

Other CRM Integrations

Convo AI works with all major CRM platforms

Salesforce HubSpot Zoho CRM Microsoft Dynamics 365
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Ready to Connect Brevo with Convo AI?

See your Brevo customer data right inside your support inbox

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  • Number Masking
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  • For Appointments
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