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.

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.

Step-by-step description

Part 1: 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

Part 2: 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.

✅ 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.).