Brevo CRM

Load your Brevo CRM into Excel or the web app, then act on it from the Actions pane. Each action writes one record, from your own click, and is confirmed before it runs.

Read your deals

1. Insert a LinkyFlow query, choose Brevo, then the query Deals, and run it: each row is a deal, with its name, stage, pipeline, amount, owner, close date and the contacts and companies linked to it.
2. Narrow it with Deal Stage, Pipeline, Deal Owner, Linked Company or Linked Contact, or by Created Since or Modified Since.
3. Choose Pipelines to read each pipeline with its stages: a deal's stage is the id of one of them.

An amount is a number in the account's currency, as Brevo stores it. If Brevo answers that Deals are not set up, open CRM → Deals once in Brevo, then load again.

Read your companies, tasks and notes

• Companies reads the companies with their domain, industry, revenue, owner and number of contacts, and the contacts and deals linked to them.
• Tasks reads the tasks with their type, due date, notes and whether they are done; filter by Task Status (done, undone), Task Date (overdue, today, tomorrow, week), Assigned To, or the Contact, Deal or Company they concern. Task Types names the types — a call, an email, a meeting.
• Notes reads the notes left on contacts, companies and deals; CRM Files lists the files attached to them — their bytes stay in Brevo.
• Company Attributes and Deal Attributes read the attributes a company or a deal may hold.

Keep the CRM up to date

• Create Deal, Update Deal and Delete Deal: give a deal its Name and its Attributes — its stage, amount, owner, close date —, and the Linked Contacts Ids and Linked Companies Ids it concerns. Link Deal links contacts and companies to a deal, or unlinks them, without touching the rest.
• Create Company, Update Company and Delete Company do the same for a company; Link Company links or unlinks its contacts and deals.
• Create Task takes a Name, a Task Type ID and a due Date, with the contacts, deals or companies it concerns and a reminder; Update Task with Done set marks it done. Delete Task removes it.
• Create Note, Update Note and Delete Note write a note's Text on contacts, companies and deals.

Updating a deal's or a company's linked ids replaces its links: to add one link without dropping the others, use Link Deal or Link Company.

In a cell

Each read is also an Excel function, among them =LF.brevo.deals, =LF.brevo.tasks and =LF.brevo.companies. A function reads; the actions run from the Actions pane. The Brevo connection reference prints each function with its arguments.

The Brevo CRM dashboard of the Excel add-in loads your latest 100 deals, tasks and companies with ready-made counts: deals, the sum of their amounts, open tasks, tasks done and companies.

From ChatGPT or Claude, an assistant creates and updates deals, companies, tasks and notes and links them; a deletion is previewed and runs only once you confirm.