5 Easy Marketing Workflows You Can Automate with Odoo

Key Takeaways

• Marketing workflows in Odoo can automate repetitive tasks like follow-ups, segmentation, target audience identification, lead nurturing, and activity assignment.
• The Doodex Growth Suite supercharges Odoo’s marketing app with advanced campaign planning, dashboards, Bizscan AI contact creation, and Gmail-synced communication.
• You can automate email campaigns, multi-step customer journeys, lead generation nurturing, link tracking, and more.
• Automated workflows ensure consistency, improve conversion rates, and free your sales team from manual marketing operations.

1. Marketing Workflows in Odoo: Automate Lead Capture & Contact Creation

One of the biggest hurdles for marketing managers is keeping the CRM full of clean, actionable data. With the Doodex Bizscan module, marketing teams can instantly capture contacts from business cards and automatically create CRM records that feed into marketing workflows in Odoo.

How this workflow works:

• A marketer scans or uploads a business card.
• Bizscan uses OpenAI to extract accurate contact information.
• The system checks for duplicates and creates a new record when needed.
• If the user selects a campaign during the session, the contact is automatically added as a campaign member for future automated campaigns.

Why it matters:

Clean data fuels effective marketing campaigns, segmentation, and automated email workflows. This automation streamlines lead generation, reduces manual tasks, and ensures contacts immediately enter your customer journey sequences.

2. Marketing Automation: Auto-Assign Follow-Ups & Activities to New Leads

When new leads enter Odoo—especially from email, forms, scanning, or events—marketers often struggle to ensure timely follow-ups. The Doodex Campaign Module transforms this process by linking leads directly to campaigns and assigning activity types automatically.

What you can automate:

• Create a new activity when a lead is generated.
• Assign follow-up tasks to the sales team based on triggers (tag, source, or target model).
• Automatically send an email, schedule a call, or create a task inside the CRM.
• Track the total number of activities, progression, and completion.

Example:

A new prospect fills out a landing page → A lead is created → The campaign triggers:

• Send email
• Assign call
• Add to nurture segment

This workflow ensures consistency and keeps your marketing and sales teams aligned.

3. Marketing Campaigns: Build Fully Integrated Multi-Step Automated Campaigns

The built-in Odoo marketing automation module is a comprehensive tool for campaign management, allowing you to automate email sequences, SMS reminders, and conditional flows. It simplifies the process of tracking customer interactions, managing traces, and automating workflows such as lead nurturing and targeted messaging. But the Doodex Growth Suite adds a more operational layer by letting you plan, track, and optimize campaigns across departments—not just send emails. You can easily start a new campaign, define its parameters and target audience, set triggers, and integrate it with other business processes for seamless marketing and sales automation.

Combine Odoo’s native automation with Doodex enhancements:

• Use Odoo’s Marketing Automation app to build automated email series.
• Use Doodex Campaign module to assign tasks, track indicators, and manage campaign participants.
• Sync communication through the Doodex Email Module with CC/BCC and Gmail conversation threading.
• Monitor performance in the Doodex Dashboard.

Together, they create a fully integrated campaign system.

Results:

• Consistent communication
• Better collaboration
• Standardized marketing operations
• Complete visibility from outreach to conversion

4. Customer Journey: Automate Nurturing Until Leads Are Ready to Buy

Nurturing leads is one of the highest-value marketing workflows in Odoo. You can design multi-step customer journey automations that educate, remind, re-engage, and convert. These workflows help maintain regular contact with customers and personalize communications, improving customer retention and loyalty.

Typical trigger examples:

• When a new lead enters CRM
• When a lead reaches a specific stage
• When no activity has been logged for X days
• When the lead clicks a tracked link

What you can automate:

• Send personalized content
• Follow-ups
• Segmentation
• Re-engagement campaigns
• Sales order reminders
• Cart abandonment nurturing
• Lead scoring
• Updating CRM fields based on behavior

And with Doodex’s Dashboard Module, you can measure:

• Campaign performance
• Link tracker results
• Visitor data
• Email engagement

You gain full clarity on what’s working—and which workflows improve conversion rates.

5. Automate Workflows: Track Links, Clicks & Behavior for Smarter Campaigns

Every strong automation system needs tracking. Odoo includes a built-in link tracker, and the Doodex Dashboard Module visualizes the data so you can refine campaigns faster.

What you can track:

• Which emails drive the most engagement
• Which campaigns bring the most website traffic
• Which calls to action convert leads
• Which sources bring high-value prospects

These insights allow your marketing manager to:

• Adjust messaging
• Improve targeting
• Prioritize high-performing channels
• Optimize the customer journey

All of this feeds back into your marketing automation application, closing the loop between execution and improvement.

6. Odoo Marketing: Automate Email Campaigns & Communication

The Doodex Email Module makes automated email workflows far more powerful than Odoo out of the box. Email automation works seamlessly with other communication channels in Odoo, enabling real-time logging, automatic contact creation, and ongoing workflows that adapt to user responses within a unified platform. With Gmail synchronization, CC/BCC handling, and automatic lead creation from unknown senders, your email campaigns benefit from customizable email content for better engagement and automation, making them more reliable and complete.

Key automations:

• Log all customer communication inside Odoo
• Automatically create leads from new inbound emails
• Maintain Gmail conversation threading
• Sync CC/BCC recipients
• Trigger automations when replies or events occur

This ensures your marketing and sales teams never miss a conversation—and you can base automated workflows on this communication data.

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