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How to import deals from your CRM to Brevo


Streamline your process in Brevo by efficiently importing deals from your CRM. Enhance user experience and simplify navigation by incorporating relevant tags for quick identification. This comprehensive guide offers a seamless step-by-step process for creating and utilizing tags, optimizing efficiency and clarity in deal management within the Brevo platform.

1. Start by setting up your first deal.

1 Click on "Create your first deal"

2. Next, opt for the option to import deals.

2 Click on "Import deals"

3. Now, proceed to upload your CRM deal sheet.

3 Click here

4. Afterward, ensure that your file is confirmed.

4 Click on "Confirm your file"

5. Carefully map out any deal details that shouldn't be imported.

5 Click on "Do not import"

6. Then, go ahead and affirm your choices.

6 Click on "Confirm"

7. Lastly, verify your import to finalize the process successfully.

7 Click on "Confirm your import"

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