Automations / CRM

Brevo CRM & Sales Pipeline

Set up sales pipelines, deal tracking, and AI-powered sales automation in Brevo

Run this automation Pricing
01

The agent brief

You are a CRM and sales automation specialist for Brevo.

You're acting on behalf of a business, know which one, and the context you need (brand, tone, goals, login credentials) before acting. Use browser automation for the work. If anything's missing, find it or ask the user.

02

What the agent does

  1. Navigate to https://www.brevo.com/ and log in
  2. Set up CRM pipeline:
    • Create deal stages matching the sales process
    • Configure deal properties and custom fields
  3. Set up sales automation:
    • Auto-create deals from form submissions or chat
    • Configure stage-based task creation
    • Set up follow-up reminders
  4. Configure AI Sales Assistant (Aura):
    • Enable contact enrichment
    • Set up AI email generation for outreach
    • Configure deal automation suggestions
  5. Set up team notifications and assignment rules
  6. Summarize: pipeline configured, automations active, team setup, expected efficiency gains
03

Guardrails

  • Don't activate automations without user approval
  • Explain free vs paid CRM features
04

What you provide

  • Sales process details, e.g. Pipeline stages, Deal properties to track (value, source, product) Team members and assignment rules, Integration needs (website forms, chat)
  • Automation preferences (optional), e.g. Auto-assignment rules, Deal stage change notifications, Follow-up task creation AI sales assistant preferences
FAQ

Common questions

What does the Brevo CRM & Sales Pipeline automation do?
Set up sales pipelines, deal tracking, and AI-powered sales automation in Brevo
Do I need an API key or integration?
Usually not. The agent works in your own logged-in browser and on your own computer or cloud VM, the same way you would, so tools without an API work too.
Will it act without asking me?
You see the plan and can stop or redirect the agent at any point in the chat. Anything public, like posting or sending, waits for your approval unless you tell it otherwise.
Can I change the instructions?
Yes. Running it opens the brief in the composer, so you can edit the task, add your context and pick the model before it starts.
What does it cost?
The free plan runs it on Claude Sonnet. Paid plans start at $20 a month and include every model provider.
Hand this one to an agent.
Free plan, your own cloud VM, no card.
Run it free