Building efficient, automated marketing workflows in Odoo is one of the most impactful trends in modern digital marketing. With the right setup, odoo marketing automation becomes a powerful engine that helps businesses automate marketing processes, streamline communication, and run targeted campaigns without repetitive manual work.
But while Odoo provides a solid foundation, most teams quickly realize they need a more advanced marketing automation platform—one that connects marketing, sales, email, analytics, and lead generation into a complete integration. That’s where the Doodex Growth Suite for Odoo becomes a robust solution that transforms Odoo from a basic marketing app into a comprehensive platform designed for medium-sized businesses, marketing teams, and sales teams looking for improved efficiency.
Key Takeaways
- Odoo marketing automation becomes far stronger with the Doodex Growth Suite.
- Use the Campaign Module to plan, structure, and automate marketing workflows.
- Bizscan automates lead capture and reduces repetitive tasks.
- The Email Module unlocks complete integration with Gmail for seamless automation.
- The Marketing Dashboard helps track and measure campaign performance.
- Workflows scale effortlessly across both marketing and sales teams.
- The result: a robust solution for medium-sized businesses wanting advanced automation without switching to other marketing automation platforms.
Key Takeaways
How to Build Automated Marketing Workflows in Odoo
1. Start With the Right Foundation: Configure Your Odoo Marketing Setup
2. Build Your Automated Campaign Structure in the Campaign Module
3. Enhance Lead Generation With Automated Contact Creation (Bizscan Module)
4. Launch Email Marketing Automations With the Email Module
5. Monitor, Adjust, and Optimize Using the Marketing Dashboard
6. Scale Automation Across Your Entire Odoo Environment
Conclusion: Maximizing Results with Marketing Automation
FAQs
How to Build Automated Marketing Workflows in Odoo
Below is a step-by-step guide on how to build automated marketing flows in Odoo using Doodex’s enhanced modules for campaigns, segmentation, analytics, and automated contact creation.
1. Start With the Right Foundation: Configure Your Odoo Marketing Setup
Before launching any automated marketing campaign, you need the initial setup ready. This includes:
✓ Installing essential tools
Using the Odoo marketing tools inside the Doodex Growth Suite ensures your teams can:
- Automate marketing activities
- Create targeted campaigns
- Track campaign performance
- Connect sales and marketing data
- Enable smooth data flow across business operations
The suite integrates directly with the Odoo marketing app and expands it with robust automation capabilities.
✓ Why Doodex?
Unlike other marketing automation platforms, the Doodex Growth Suite focuses on:
- Marketing + sales alignment
- Centralized campaign planning
- Lead nurturing automation
- Scalable personalization
- Detailed analytics across the entire campaign
It’s a cost-effective solution for companies who want a complete integration without relying on other marketing automation platforms like HubSpot or complex service tools.
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2. Build Your Automated Campaign Structure in the Campaign Module
The center of your marketing workflows in Odoo is the Doodex Campaign Module—a powerful extension that allows you to plan, execute, and measure marketing campaigns from one place.
Step 1: Create a New Campaign
Inside the Campaign Module, set up:
- Goals
- Target audiences
- Campaign types
- Progress indicators
- Start and end dates
This allows you to define workflows and configure basic parameters tailored to your specific business needs.
Step 2: Add Participants & Members
Participants = internal team members
Members = leads, contacts, or companies you target
This structure helps both marketing and sales teams collaborate through one unified platform.
Step 3: Create Your Automation Flow
Instead of manually assigning follow-ups, activities, or outreach tasks, you can:
- Mass-assign activities
- Connect members to email campaigns
- Automate tracking
- Link leads/opportunities
- Trigger actions based on status changes
The Doodex module helps businesses manage repetitive tasks by automating process management, enabling businesses to focus on strategy instead of manual admin work.
Want the full breakdown of how Odoo automation works across campaigns, dashboards, email, and CRM?
Read the complete guide → Odoo Marketing Automation: Putting Your Growth on Autopilot
3. Enhance Lead Generation With Automated Contact Creation (Bizscan Module)
Automation facilitates lead generation by reducing manual data entry.
The Bizscan module scans business cards using AI and automatically creates contacts inside Odoo—linking them instantly to campaigns.
This means your marketing workflows start the moment a new contact enters the system.
Bizscan directly supports:
- Lead generation
- Automated marketing processes
- Real-time data enrichment
- Faster campaign enrollment
This feature alone eliminates thousands of repetitive tasks, making it easier to launch marketing automation campaigns with ready-to-use data.
4. Launch Email Marketing Automations With the Email Module
Email marketing remains one of the most effective ways to nurture leads and execute automated flows.
Doodex’s Email Module integrates deeply into Odoo to provide:
- CC/BCC support
- Gmail synchronization
- Automatic lead/contact creation
- Thread continuity between Gmail and Odoo
This allows teams to create targeted campaigns using:
- Automated follow-ups
- Drip sequences
- Lead nurturing automation
- Personalized outreach
The Email Module ensures direct execution of automated flows while keeping every email logged inside Odoo for sales and marketing visibility.
5. Monitor, Adjust, and Optimize Using the Marketing Dashboard
Automation is not complete without detailed analytics.
The Doodex Dashboard Module includes:
- Website analytics
- Campaign performance tracking
- Email marketing insights
- Activity tracking
- Sales and marketing KPIs
- Blog and page performance
With odoo’s analytics tools and Doodex’s AMCharts visualizations, teams can:
- Measure campaign performance
- Monitor campaign performance in real time
- Track visitor behavior
- Identify the most impactful trends in digital marketing
- Optimize processes quickly
This helps marketing teams refine campaigns and automate follow-up actions based on performance.
✨Pro Tip
Start small, refine fast
Build simple flows first, watch the data, then layer automation step by step.
Strong foundations → stronger automation
6. Scale Automation Across Your Entire Odoo Environment
Once your marketing flows are running smoothly, expand automation across:
- Lead scoring
- Opportunity stages
- Customer retention campaigns
- Segmented nurture funnels
- Newsletter and event automation
- Website tracking
- Tag-based custom workflows
The Doodex Growth Suite gives Odoo a comprehensive platform that offers robust automation capabilities beyond what the standard Odoo marketing suite provides.
You can automate various business operations, including:
- Contact creation
- Campaign assignment
- Lead qualification
- Outreach tasks
- Sales-driven follow-ups
Odoo enables companies to create optimized processes that scale as the business grows.
Conclusion: Maximizing Results with Marketing Automation
Implementing marketing automation inside Odoo becomes significantly easier and more powerful with the Doodex Growth Suite. The combined modules create a complete integration that automates repetitive tasks, streamlines marketing activities, and enhances digital marketing performance.
If you're aiming to automate marketing processes, create custom workflows, and launch scalable automated marketing campaigns, Doodex provides a cost-effective, robust solution that enables businesses to deliver smarter, data-driven results.
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FAQs
The Growth Suite includes powerful marketing automation tools such as the Campaign Module, Email Module, Bizscan AI scanner, and analytics dashboards. These tools enable businesses to automate marketing processes, run marketing automation campaigns, track campaign performance, and measure campaign performance using Odoo’s analytics tools, unlike other marketing automation platforms.
Compared to marketing automation services HubSpot and other marketing automation platforms, the Doodex Growth Suite provides marketing automation complete integration inside Odoo. This means marketing activities, CRM, email marketing, segmentation, and analytics all live in one environment.
Doodex lets marketing teams create targeted campaigns and targeted segmentation using odoo's segmentation capabilities. The suite enhances campaign performance tracking with detailed analytics and helps marketing teams monitor campaign performance across the entire campaign. This improves marketing automation improved efficiency and supports a constantly evolving digital marketing strategy.
The suite strengthens your marketing strategy by providing detailed analytics, optimized processes, and automated workflows that transform odoo marketing into a powerful command center for digital marketing. With integration capabilities, enabling smooth data flow, and a vast range of features, it helps businesses interact effectively with leads and customers throughout the funnel.
Doodex improves business operations by handling repetitive tasks, helping sales teams and marketing teams collaborate, and providing a cost effective solution for lead generation, customer retention, and targeted campaigns across the odoo website and odoo app store ecosystem.
As one of the most impactful trends in business applications, Doodex helps companies manage marketing workflows on a comprehensive platform built for specific business needs.