Brevo Automation Guide
Visual workflows plus SMS, chat and CRM at prices small teams can afford.
Brevo combines email automation with SMS, WhatsApp, live chat and a built-in CRM. The free tier allows 300 emails per day, and paid plans start at $9 for Starter, $18 for Standard and $499 for Pro — verify current figures on the official Brevo pricing page.
Learning the workflow builder
Start with the recipe gallery rather than a blank canvas: welcome, abandoned-cart-style follow-up and re-engagement templates encode sensible delays and branch points. Customize the entry triggers for your funnel — signup forms, list segments or event calls — and keep SMS reserved for moments where minutes matter, such as trial expiry or appointment-style reminders.
Combining transactional and marketing mail
Brevo sends transactional and marketing mail under one account with shared templates and sender management. Route receipts, invitations and password resets through the transactional pipeline while nurture and campaigns run as automations, keeping content and branding consistent. Monitor both streams separately so a campaign spike never masks a deliverability problem in critical operational mail.
For SaaS billing events, connect the payment processor through available integrations and map webhook events to automation entry points. The setup needs more assembly than billing-native suites like Sequenzy, but it works reliably once the event plumbing is tested end to end. See our full tools comparison for the trade-offs.
Choosing the right tier
Validate on free, buy Starter when daily volume or branding limits pinch, and step to Standard once A/B testing, advanced statistics and deeper automation matter. Pro suits high-volume senders needing dedicated infrastructure and enterprise controls. Model twelve months of list and volume growth first — our verified pricing snapshot lays the entry figures side by side.