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How to integrate Bling with Zenvia Customer Cloud?
2 min
Created by Leonora Alves on 9/6/2024 2:13 PM
Updated by Leonora Alves on 7/31/2025 6:01 PM
Important: Before proceeding with the instructions, make sure the feature is available for your access profile.

Follow the steps below to integrate the Bling Business Management System with Zenvia Customer Cloud.

💡 Tip: To understand more about this integration, read the article Overview of Bling.


Step 1: Configuration in Bling

  1. Go to the Bling website and log in to your account.
  2. Access the Extensions Center and search for the Zenvia Customer Cloud application.
  3. Click Install application.
  4. Then click Authorize.
  5. You will be redirected to the Zenvia Customer Cloud page.
  6. Click Integrate with Bling.
  7. Choose how the data should be updated when there is a conflict between your ERP information and the contacts already existing in Zenvia Customer Cloud. The available options are:

    a. Merge: Combines the data from both contacts, keeping the best of each.

    b. Overwrite: Replaces all information from the current contact with the data received from the ERP.

    c. Discard: Keeps the current contact and ignores the one coming from the ERP.

    A contact will be considered a duplicate if the mobile phone, landline, or email matches any contact already existing in the database.

  8. Then click Integrate with Bling again.

Integration complete!


How can I use Bling data in Zenvia Customer Cloud?

In the Message Sending module, within segmentation rules and marketing automation flows, you can use:

  • Last purchase date from the Success Monitor, and RFV classification (Recency, Frequency, Value — available only for segmentation).

In the Expert Agents module, you can also use: 

  • Last purchase date from the Success Monitor, and/or RFV classification.

You now understand how the Bling integration with Zenvia Customer Cloud works.

Want to learn more?

Click here to learn more about the integration.

Click here to view use cases.