Zap - EvoForms & Brevo

In the following section you get some information about connecting Evolution Forms with a CRM-Tool like Brevo.

Requirements:

  • EvoForms API-Extension is installed
  • Wordpress Application Password is generated
  • Zapier is connected to EvoForms

Brevo (formerly known as SendInBlue)

Follow these Steps to configurate Brevo for Zapier.

  1. On top right click profile and further SMTP & API
  2. Checkout the Tab API-Key
  3. On the right click the button Create new API-Key
  4. Now a window opens. Type in the name of the interface (e.g. Zapier API) and click Generate
  5. Now you see the full generated API-Key

IMPORTANT: Copy the API Key to you clipboard and store it in a safe place. The key cannot be displayed afterwards.

  1. Open Zapier and click Apps in the sidebar
  2. Search for "Brevo" and click Connect
  3. A window opens. Type in the api key for brevo. Submit.

Now the app "Brevo" is connected with Zapier. You can start to automate your process with a zap.

Set-up Zap

Trigger

  1. In the sidebar on the left click + Create Zap (orange button)
  2. Now a window opens. Click on Trigger
  3. Select the trigger Evolution Forms
  4. On the right side a window opens. At App & event select one of the 2 Events. Choose from "New Form" or "New Lead". In this case use New Lead. Continue.
  5. Select connected EvoForms account, if not already done automatically.
  6. At Action select one of the forms created in EvoForms on your worpress page
  7. At Test select a Lead that contains all of your required data.

PEASE NOTE: It is recommended to call a test request with evolution forms. Be shure to fill in the gaps of all fields which data you need to handle in Zapier. If the leads not displayed immediately, push the button Find new records to find the newest leads.

  1. Select one data set and click "Continue with selected record"

Action

  1. In the graphical user interface in the middle of the screen select the field which you want to use as a action element.
  2. A new window opens on the right. At point App & event select Brevo if not already done automatically.
  3. In the required field Event select Add or Update Contact
  4. At Account look if the right brevo account has been entered
  5. At Action there fields like Email, Mobile number of contact, Lists, Update Type, Attributes, Treat values as category ID for attributes of type category 5.1 For Email assign a value of EvoForms, if exist 5.2 For Mobile number of contact assign a value of EvoForms, if exist 5.3 For Lists select one or more list(s) from Brevo, in which the data from the leads are to be entered 5.4 Set Update Type to Add 5.5 Under Attributes further fields of one list in Brevo can be accessed. Just type in the the attribute of brevo in uppercase letters (e.g. FIRST NAME OR SMS) and connect it with a value of EvoForms. 5.6 Set "Treat values as category ID for attributes of type category " to false except of the case you want to access an attribute of brevo which has the type "category" by category-id and not the value.
  6. At Test click the button Test step. If successful Publish the zap.