Automate marketing campaigns with Airtable CRM & Brevo email tracking

🎯 General principles

This template automates the management of marketing campaign from a CRM based on Airtable, using Brevo for sending and tracking emails.

🧩 It is based on two main steps:

1. Sending emails to targeted companies in Airtable, creating an interaction record for each sent email.

2. Real-time tracking of events (email delivered / opened / clicked, unsubscribe request) via a n8n webhook, updating the corresponding interaction or company record.

This workflow provides precise tracking of marketing actions and facilitates the history of interactions with prospects or clients.

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Prerequisites

Airtable with at least 3 tables:

• Company: Contains information about your clients or prospects.
• Interaction: Log of exchanges and events.
• Campaign: Information about the ongoing campaign.

Brevo:

• A predefined email template, which can include a link to a form.
• API access for sending and tracking emails.

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⚙️ Step-by-step description

1️⃣ Sending Emails

Selecting targeted companies

The workflow queries the Company table in Airtable, filtering on a tag or a specific field related to the campaign (e.g., Campaign = "1").

Preparing data for Brevo

For each company, retrieves the necessary information: email address.

Sending the email via Brevo

Uses a Brevo Send Template node with a predefined template. Brevo returns a unique identifier for each email sent.

Creating an interaction in Airtable

A record is added to the Interaction table containing:

• Company
• Date and time of interaction
• Media = email
• Brevo email identifier

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2️⃣ Tracking Events

Receiving Brevo events

Brevo triggers a webhook to n8n for each event:

• Delivered
• Opened
• Clicked
• Unsubscribed

Matching with the interaction

• Based on the Brevo identifier received, the workflow finds the corresponding Interaction in Airtable.

Updating the interaction

• The interaction status is updated based on the event (e.g., "Opened" with date and time).

Managing unsubscribes

In case of an unsubscribe:

• The workflow finds the Company associated via the interaction.
• A specific field in the Company table (e.g., Opt-in) is updated to "No" in order to exclude this company from future campaigns.

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✅ Benefits of this template

• Automated sending and real-time tracking.
• Interaction history stored in the CRM.
• RGPD (European regulations) compliance through automatic unsubscribe management.
• Clear view of campaign effectiveness (open rates, clicks, etc.).

📬 Contact

Need help customizing this (e.g., expanding Data Tables, connecting multiple surveys, or automating follow-ups)?

📧 [email protected] 🔗 guy.salvatore 🌐 smarthome-smartelec.fr