🔗 INTEGRATION TASK - Brevo CRM Setup

Task Type: CRM Integration & Lead Management
Platform: FlutterFlow + Brevo API

Problem:

Currently, enterprise offers are sent via email instead of being properly managed through a CRM system, which causes:

• Lost lead tracking opportunities

• Manual follow-up processes

• No centralized deal management

• Lack of sales pipeline visibility

Requirements:

Brevo Integration:

• Set up Brevo API connection from FlutterFlow

• Replace email-based lead capture with direct API calls

• Create deals automatically in Brevo pipeline

• Set up contact creation and management

Lead Management Process:

• Capture enterprise inquiries through app

• Create Brevo contact with lead information

• Generate deal in appropriate pipeline stage

• Add relevant tags and segmentation

• Set up automated follow-up sequences

Data Flow:

• Lead form submission → Brevo contact creation

• Deal creation with lead details

• Proper categorization and tagging

• Integration with existing marketing workflows

Technical Implementation:

1. Configure Brevo API credentials in FlutterFlow

2. Update lead capture forms to use Brevo API

3. Map form fields to Brevo contact/deal fields

4. Test API integration thoroughly

5. Remove old email-based system

Success Criteria:

• [ ] Brevo API successfully integrated with FlutterFlow

• [ ] Contacts created automatically from app

• [ ] Deals generated with proper pipeline placement

• [ ] Lead information properly mapped and stored

• [ ] Email notifications replaced with CRM workflow

• [ ] Testing completed with real lead scenarios

• [ ] Documentation updated for new process

Estimated Time: 4-5 hours