Sales CRM

The Brevo Sales CRM integration gives Tajo users a complete customer relationship management system to track leads, manage deals, and grow revenue alongside your loyalty and marketing programs.

Overview

Tajo’s CRM integration connects your e-commerce platform with Brevo’s Sales CRM to provide:

• Unified customer view combining purchase history, loyalty data, and sales interactions
• Deal pipeline management with automated stage progression and revenue forecasting
• Company management for B2B relationships and corporate loyalty programs
• Task and activity tracking to keep your sales team organized and productive
• Notes and file management for complete interaction history

CRM Modules

Companies

Manage B2B corporate accounts with enterprise loyalty program integration, multi-location support, and tier-based benefits management.

POST https://api.brevo.com/v3/companies
GET  https://api.brevo.com/v3/companies
PATCH https://api.brevo.com/v3/companies/{id}

View Companies Documentation →

Deals

Track sales opportunities through your pipeline with automated loyalty point awards, revenue forecasting, and e-commerce order integration.

POST  https://api.brevo.com/v3/crm/deals
GET   https://api.brevo.com/v3/crm/deals
PATCH https://api.brevo.com/v3/crm/deals/{id}

View Deals Documentation →

Tasks

Create and manage sales activities, follow-ups, and reminders to keep your team on track and ensure no opportunity is missed.

POST https://api.brevo.com/v3/crm/tasks
GET  https://api.brevo.com/v3/crm/tasks

View Tasks Documentation →

Notes

Document customer interactions, meeting summaries, and important details associated with contacts, companies, and deals.

POST https://api.brevo.com/v3/crm/notes
GET  https://api.brevo.com/v3/crm/notes

View Notes Documentation →

Files

Attach proposals, contracts, and documents to CRM records for complete deal documentation.

POST https://api.brevo.com/v3/crm/files
GET  https://api.brevo.com/v3/crm/files

View Files Documentation →

Quick Start

1. Set Up Your Pipeline

Configure deal stages that match your sales process:

const pipeline = {
  name: 'E-Commerce Enterprise Sales',
  stages: [
    { name: 'Lead', probability: 10 },
    { name: 'Qualified', probability: 25 },
    { name: 'Demo', probability: 40 },
    { name: 'Proposal', probability: 60 },
    { name: 'Negotiation', probability: 80 },
    { name: 'Closed Won', probability: 100 },
    { name: 'Closed Lost', probability: 0 }
  ]
};

2. Create a Deal

const deal = await dealsApi.createDeal({
  name: 'Acme Corp - Enterprise Package',
  attributes: {
    deal_stage: 'Qualified',
    amount: 75000,
    close_date: '2026-06-30',
    pipeline: 'E-Commerce Enterprise Sales',
    deal_owner: '[email protected]',
    loyalty_points_bonus: 5000
  }
});

3. Link to Loyalty Program

Automatically award loyalty points when deals close:

async function onDealClosed(dealId) {
  const deal = await dealsApi.getDeal(dealId);

  if (deal.attributes.deal_stage === 'Closed Won') {
    await loyaltyService.awardPoints(
      deal.attributes.contact_id,
      deal.attributes.loyalty_points_bonus,
      { reason: 'Deal closure bonus', dealId }
    );
  }
}

Authentication

All CRM API requests require your Brevo API key:

api-key: YOUR_API_KEY

Include this header in every request. You can find your API key in the Brevo dashboard under Settings → SMTP & API → API Keys.

Next Steps

• Companies - Set up corporate accounts
• Deals - Manage your sales pipeline
• Tasks - Track sales activities
• Notes - Document customer interactions
• Files - Manage deal attachments