Create a contact in Brevo when a record matching specific conditions is added to Airtable

■Overview

Do you manually add customer and lead information managed in Airtable to the marketing tool Brevo one record at a time? This process is not only time-consuming but can also lead to data entry errors. With this workflow, you can connect Airtable and Brevo via API and automatically create a contact in Brevo whenever a record that meets specific conditions is added to Airtable. Eliminate the hassle of manual data migration and manage customer information more quickly and accurately.

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■Who This Template Is For

• Anyone using Airtable and Brevo to manage customer data and run marketing activities
• Anyone manually transferring information from Airtable to Brevo and looking to reduce the effort and data entry errors involved
• Anyone who wants to streamline data sharing between Brevo and Airtable for faster customer outreach

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■Benefits of Using This Template

• Automatically create a contact in Brevo when a record is added to Airtable, reducing the time spent on manual data migration
• Eliminate manual data entry to prevent human errors such as incorrect information or missed registrations, improving data accuracy between Brevo and Airtable

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■Workflow Overview

1. First, connect Brevo and Airtable to Yoom
2. Next, select Airtable as the trigger and set the action to “When a record is added”
3. Then, configure the “Branch” feature as an operation and specify the conditions for the records to be processed
4. Next, use the “Text Extraction” feature as an operation to extract the information required to create a contact in Brevo, such as the name and email address, from the Airtable record
5. Finally, configure Brevo’s “Create a contact” action as an operation, map the extracted information, and automatically create the contact

*“Trigger”: An action that starts the workflow; “Operation”: An action that performs processing within the workflow after the trigger starts

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■Workflow Customization Options

• In the Airtable trigger settings, specify the base ID, table ID or name, and fields from which you want to retrieve information
• You can freely customize the conditions for the Branch feature. Configure them based on your requirements, such as “only records with a specific tag”

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■Notes

• Connect both Airtable and Brevo to Yoom.
• You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Please note that the shortest available trigger interval varies by plan.
• Branching is an operation available on the Mini Plan and higher. On the Free Plan, the workflow operation configured for branching will result in an error.
• Paid plans, including the Mini Plan, come with a 2-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.