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
contactsManage contacts and the lists they belong to.
create_leadCreates a new lead (company).
Step by step
- 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.
- Read the contacts
The agent uses the contacts tool's list operation for that Brevo list, reading each contact's email, name, and attributes.
- 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.
- 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.