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Automate Lead Magnet Delivery with an All-in-One Communications Platform

Are you manually emailing lead magnets after someone fills out a form on your site? This slow, error-prone process damages a prospect's initial excitement, looks unprofessional, and leaves you with no way to track engagement or automatically nurture your new leads.

This playbook implements 'The Communications Platform,' a cost-effective and powerful solution built on Brevo. By embedding a Brevo form on your website, you can instantly capture leads into a built-in CRM and use its automation engine to immediately deliver your lead magnet. This creates a seamless, professional experience from the first click, eliminating manual work and building trust instantly.

Expected Outcomes

  • Instant, automated delivery of lead magnets 24/7.
  • Elimination of manual data entry and human error in lead follow-up.
  • A professional and seamless first impression for every new subscriber.
  • A unified view of all leads and customers in a single CRM.
  • The ability to track email engagement (opens, clicks) from the very first interaction.
  • Drastically reduced operational costs by leveraging a powerful free-tier tool.

Core Tools in This Stack

Brevo

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Brevo is an all-in-one platform to build customer relationships, combining a full suite of marketing and sales tools including email, SMS, chat, marketing automation, CRM, and more.

Key Features
  • Email Marketing Campaigns
  • Sales Platform (CRM)
  • Marketing Automation
  • Transactional Email API
  • Live Chat & Chatbots
  • SMS & WhatsApp Marketing
  • Landing Page Builder
  • Meeting Scheduler
Ideal For

Company Size: Micro, Small, Medium, Large

Industries: Technology & Software, Business & Professional Services, Retail & E-commerce, Creative & Media, Education & Non-Profit, Health & Wellness, Other

Pricing

Model: Free, Subscription, Usage-based

Tier: Medium

Ease of Use

Easy

Shopify

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Shopify is an all-in-one commerce platform that allows businesses to create an online store, manage products, process payments, and sell across multiple channels, from websites to social media and physical locations.

Key Features
  • Customizable Online Storefront
  • Integrated Payment Processing (Shopify Payments)
  • Point of Sale (POS) System
  • Multi-channel Selling (Social Media, Marketplaces)
  • Inventory Management
  • Marketing and SEO Tools
  • Extensive App Store for added functionality
  • Analytics and Reporting Dashboard
Ideal For

Company Size: Micro, Small, Medium, Large

Industries: Retail & E-commerce, Creative & Media, Health & Wellness

Pricing

Model: Subscription-based

Tier: Mid-tier

Ease of Use

Easy

The Workflow

graph TD subgraph "The Communications Platform" direction LR N0["Brevo"] N1["Shopify"] N1 -- "Pushes Customers, Orders & Products" --> N0 N1 -- "Tracks Events (e.g., Abandoned Cart)" --> N0 end classDef blue fill:#3498db,stroke:#2980b9,stroke-width:2px,color:#fff; classDef green fill:#2ecc71,stroke:#27ae60,stroke-width:2px,color:#fff; classDef orange fill:#f39c12,stroke:#d35400,stroke-width:2px,color:#fff; class N0 blue; class N1 blue;

Integration Logic

  • Brevo Shopify App

    This integration works via a dedicated app installed on your Shopify store. Once authenticated with a Brevo API key, the app facilitates a one-way data synchronization from Shopify to Brevo. It automatically pushes new customer sign-ups, order history, and product catalog data to your Brevo account. It also tracks key events like abandoned carts, allowing you to trigger automated workflows in Brevo, such as abandoned cart reminder emails. All e-commerce data is made available within Brevo for segmentation and campaign targeting.

Get the Free Lead Delivery Playbook

Instantly deliver your lead magnets and automatically nurture new prospects from their first click.