Marketing Automation with Odoo: A Smarter Way to Grow Your Business

In today’s digital world, managing marketing campaigns manually can be overwhelming, and often ineffective. That’s why more businesses are turning to marketing automation to improve results without increasing workload. If your business is trying to engage customers across email, SMS, social media, events, and lead funnels, Odoo might just be your best partner. 

From automated workflows to real-time CRM updates, Odoo’s Marketing Automation suite helps companies simplify, segment, and scale their marketing efforts, while staying personal and relevant. 

Whether you run a B2B service firm, a retail store, or a large enterprise, effective marketing means stronger customer relationships, and stronger revenue growth. 

Why Marketing Automation Matters More Than Ever 

Manual marketing often means: 

• Sending generic emails to your entire list 
• Forgetting to follow up on leads 
• Losing track of campaign performance 
• Misaligned sales and marketing efforts 

The result? Missed opportunities and wasted effort. 

With marketing automation, you can: 

• Send the right message to the right person at the right time 
• Trigger actions based on customer behavior 
• Automatically update your CRM, notify teams, or segment contacts 
• Measure results and optimize, all in real time 

Odoo allows you to do all this from one centralized platform, seamlessly connecting your CRM, Email Marketing, SMS Campaigns, Event Promotions, and more. 

How Odoo Makes Marketing Automation Simple & Powerful 

Let’s explore how Odoo helps you create truly effective campaigns across channels, without the chaos. 

1. Smart Lead Management with Odoo CRM 

Your marketing is only as good as your leads. Odoo CRM ensures you capture, enrich, and convert leads with minimal effort. 

• Lead Generation 
  Use Odoo’s integrated website forms, landing pages, events, and email campaigns to attract prospects automatically. 
• Lead Qualification 
  Assign leads to sales teams based on rules like location, behavior, or interaction history. 
• Lead Nurturing 
  Based on lead stage, interests, or behavior, automatically enroll them in relevant campaigns (email/SMS). If they don’t respond, trigger a follow-up. 

This smart funnel keeps your pipeline full and moving, without manual push. 

2. Build Email Campaigns in Minutes 

No need for developers. Odoo’s Email Marketing tool offers an intuitive drag-and-drop editor to design stunning, branded emails in minutes. 

• Add text blocks, CTAs, images, and more 
• Choose from beautiful templates for promotions, newsletters, or event invites 
• Schedule or trigger sends based on behaviour 

Example: A restaurant sends a personalized birthday coupon to loyal customers, automatically, every year. Set it once, and it just works. 

Bonus: You can A/B test subject lines and analyze open/click rates for optimization. 

3. Create Multi-Step Automated Workflows 

Here’s where the real power of Odoo’s Marketing Automation app shines. 

Imagine this workflow: 

D​ay 1: A lead downloads a free guide → system sends a welcome email. 

Day 3: If the email is opened, send a product demo invite. 

Day 7: If the invite is accepted, notify the sales team. 

Day 10: If no action, send a follow-up SMS. 

All these steps can be visually designed inside Odoo using a simple drag-and-drop flowchart, no coding needed. The platform runs 24/7, working for you even while you sleep. 

4. Automate More Than Just Emails 

With Odoo, your automation isn’t limited to emails. 

• Send SMS reminders before events or promotions 
• Trigger internal actions (e.g., assign to a sales rep) 
• Add tags, move leads to different stages 
• Update contact info based on new interactions 
• Send Slack notifications or internal memos 

Example: An e-commerce store sends an SMS to customers who abandoned carts, followed by an email 24 hours later if there’s no purchase. Result: better conversions with zero manual follow-up. 

5. Host & Promote Events Easily 

If your business relies on webinars, workshops, trade shows, or conferences, Odoo’s Events app is your new best friend. 

With it, you can: 

• Create event pages with online registration 
• Send automated registration confirmations 
• Schedule reminders, follow-ups, and feedback forms 
• Capture attendee data directly into CRM 

Best of all, every touchpoint can be part of a larger marketing workflow. 

6. Social Media Marketing Made Simple 

Managing posts across multiple social platforms? Do it all from Odoo’s Social Marketing module. 

• Schedule and publish to Facebook, LinkedIn, and more 
• Monitor engagement and performance 
• Integrate social posts into campaigns (e.g., post after email blast) 

A coordinated, cross-channel strategy is now just a few clicks away.  

Real-Life Example: How One Company Increased Revenue by 40% 

One of our clients, a mid-sized retail brand, struggled with scattered tools and inconsistent messaging. After implementing Odoo: 

• Lead conversion increased by 28% 
• Email open rates rose by 33% 
• Revenue from event promotions grew 40% 

How? By unifying CRM, email, events, and SMS, all under a single automated system that worked together. 

The Odoo Advantage: Why Businesses Choose It 

• All-in-One Platform: No need to juggle 6 different tools 
• Easy to Use: Drag-and-drop design, visual workflows 
• Highly Scalable: Start small, grow big, Odoo grows with you 
• Data-Driven: Built-in analytics help you improve continuously 

What Can You Automate with Odoo? 

Ready to Automate Your Marketing? 

With Odoo’s integrated platform, you don’t just send emails, you build relationships. 

Set up. Relax. Succeed. 

Marketing doesn’t have to be a grind. With Marketing Automation, Odoo CRM, and advanced workflows, you can: 

• Reduce manual work 
• Increase lead quality 
• Improve conversions 
• Boost revenue