Connecting Brevo

If you send newsletters or run marketing campaigns from Brevo, Daobook can keep your clients there as contacts. Each client who has opted in to marketing email is pushed across with fields like last visit, total appointments and total invoiced, so your Brevo campaigns and automations run on a list that is always current. Bookings and clinical notes stay in Daobook.

Step 1: Create an API key in Brevo

Log in to Brevo, click your name in the top-right and select Settings, then go to SMTP & API. Click Generate a New API Key, name it (for example "Daobook") and click Generate. Copy the key straight away — it starts with "xkeysib-" and Brevo shows it once.

Step 2: Make sure you have a contact list

In Brevo open Contacts → Lists. If there is no list yet, create one (for example "Daobook clients"). Daobook syncs into a list, so the connect button stays disabled until it finds one in your account.

Step 3: Connect in Daobook

In Daobook go to Settings, open the Integrations tab and click "Brevo CRM & Marketing". Paste the key into "Brevo API Key". The "Select List" dropdown appears and loads the lists from your Brevo account. Choose the list to sync into and click "Connect to Brevo".

The Connect to Brevo card with an API key pasted, the how-to steps open beneath it, the Select List dropdown showing a Brevo list and the Connect to Brevo button

Daobook checks the key, creates its custom attributes in your Brevo account and starts syncing your clients in the background. The card turns green, shows the List ID and when you connected, and gains "Sync All Clients" and "Disconnect" buttons.

The Connected to Brevo card showing the List ID, the connection time and the Sync All Clients and Disconnect buttons

Step 4: Build your campaigns on the synced fields

Open Contacts in Brevo and pick your list. Each synced client carries Daobook's attributes — first and last visit, total appointments, total invoiced, whether they have an outstanding invoice, age group, city, state, postcode, referral source and the date they became a client. Build your automations on those: a re-engagement email a set number of days after LAST_VISIT, a birthday campaign from DOB, or a promotion for one POSTCODE.

The "What data is synced to Brevo?" panel on the settings page lists every field.

The What data is synced to Brevo panel opened, listing contact info, engagement data, value segmentation, demographics and acquisition fields

Tips:

Only clients with an email address and Email ticked under Marketing in their Communication Preferences are synced. Their mobile number goes across for SMS campaigns only if SMS is ticked there too. Clients at a location whose client list is kept private are never sent.
Unticking a client's marketing email, or archiving them, removes them from your Brevo list. Editing their profile re-syncs them automatically.
Daobook syncs to one marketing CRM at a time. If HighLevel is connected, disconnect it first.