BrevoClose

Create Close leads from new Brevo contacts

A Brevo + Close agent flow

Marketing collects contacts in Brevo through forms and imports; sales works leads in Close. A contact who fills in a high-intent form should reach a rep, but the handoff is usually a CSV someone remembers to export. The agent reads contacts through Brevo's contacts tool, filtered to a list or recent additions, and creates a lead in Close with create_lead for each one, attaching the contact's name and email so the rep has someone to call. Brevo returns contacts on request, not on a push, so the agent reads on a schedule and a contact it has already promoted to a lead is left alone.

The flow

Brevocontacts

Manage contacts and the lists they belong to.

Closecreate_lead

Creates a new lead (company).

Step by step

  1. Pick the list and the lead shape

    Choose the Brevo list that signals sales intent, for instance a 'demo-request' list, and decide what a Close lead carries: the company or person name, email, and a note with the source list.

  2. Read the contacts

    The agent uses the contacts tool's list operation for that Brevo list, reading each contact's email, name, and attributes.

  3. Create the lead and contact

    For each new contact the agent calls create_lead, then adds the person as a contact under it with create_contact, carrying the email and name from Brevo.

  4. Skip the ones already promoted

    Store each Brevo contact ID or email against the lead it created. On the next run the agent ignores contacts already in Close, so re-reading the list doesn't duplicate leads.

Tell your agent

Every hour, read Brevo contacts on the 'demo-request' list added since the last run. For each new one, create a Close lead named from the contact, add the person's email and name as a contact under it, and note the source list. Skip contacts you've already promoted to a lead.

Setup

This flow needs both servers connected to your agent. Follow each install guide:

Worth knowing

  • The contacts entry is a broad tool that manages contacts and lists; be explicit that the agent uses its list/read operation, scoped to one Brevo list, rather than its create or update paths.
  • create_lead makes a lead (a company); the person's email and name go on a contact, so the agent follows up with create_contact under the new lead.
  • A returning marketing contact can already exist in Close. Have the agent search by email first and add a note to the existing lead rather than creating a duplicate.

Questions

Can it promote only contacts on a specific list?
Yes. Scope the read to one Brevo list so only that audience, say demo requests, feeds Close, and general newsletter contacts never become leads.
Does it sync attribute changes back to Close later?
This flow is create-only at intake. Keeping the lead in step with later Brevo attribute changes means an update step keyed on the stored contact ID that calls update_lead.