Automation Engine

Marketing Automation

Odoo Marketing

Automate your marketing workflows with the powerful automation engine.

Trigger, workflow, action: scheduled or in real time.

The Odoo Marketing Automation engine lets you build visual workflows that trigger emails, tasks, or CRM updates automatically based on events or a defined schedule, so repetitive marketing steps run without manual intervention. Simplify-ERP designs your first workflows, such as a welcome sequence or a lead nurture path, and connects the triggers to the data already in your CRM.

Odoo module: Marketing Automation
Setup effort: Medium, per workflow
Best for: Lead nurturing & onboarding
Integrates with: CRM, Email, Website forms

Use cases

Demand generation manager at a B2B software company

Situation: New leads from the website currently receive no follow-up email until a sales rep manually gets around to it, sometimes days later.
How we solve it: Simplify-ERP builds a workflow that automatically sends a welcome email the moment a lead is created and schedules a follow-up task for the assigned salesperson a few days later.

Customer success lead at a subscription business

Situation: Customers who have not logged in for a while receive no proactive outreach, so early signs of disengagement go unnoticed until renewal time.
How we solve it: The team sets up a workflow that tags inactive customers and triggers a check-in email and an internal task for customer success, so disengagement is addressed before renewal.

FAQ

Frequently asked questions

What can trigger an automated workflow?

Workflows can start from an event, such as a form submission or a tag being added to a contact, or from a schedule, such as a set number of days after signup.

Do I need to build workflows myself?

You can, using the visual workflow builder, but Simplify-ERP typically designs and configures your first workflows during setup so you have working examples to learn from and adapt.

Can a workflow update the CRM, not just send email?

Yes, actions in a workflow can include CRM changes, such as updating a lead's stage or adding a tag, in addition to sending emails, so marketing and sales data stay aligned.

Can I see whether a workflow is actually running as expected?

Yes, each workflow shows how many contacts entered it, at what step they currently are, and which actions have already fired, so you can verify it behaves as designed.

Workflow Builder

Visual creation of automations.

Triggers & Actions

Event-driven automations.

Time-based

Scheduled actions and sequences.

Real-time

Instant reactions to events.

Automate Marketing

Save time with intelligent automations.