Odoo App · Marketing Automation
Marketing Automation — configured by Captivea
Odoo Marketing Automation centralises your multistep campaigns, audiences and analytics so you can design data-driven journeys that react to behaviour across email, web, forms and CRM events. With Captivea, you connect the app to your existing Odoo CRM, Sales and Website data to run always-on workflows for lead nurturing, eCommerce recovery, customer retention and more, instead of managing one-off blasts across separate tools.
The app
Odoo Marketing Automation
Odoo Marketing Automation is the Odoo app for building visual workflows that respond automatically to events in your database — new leads, quote activity, website visits, orders and renewals — so every contact receives timely, relevant messages without manual effort.
Key features
Concrete building blocks
Visual workflow editor
Design campaigns as flows of triggers, delays, conditions and actions so your team can map real customer journeys without writing any code, while keeping full control over who enters and exits each automation.
Behaviour-based email triggers
Send personalised emails when contacts open or click a message, submit a form, visit key pages, reach a CRM stage or abandon a cart, ensuring every communication matches what they just did.
Advanced segmentation rules
Combine demographic, behavioural and transactional criteria from Contacts, CRM, Sales, Website and eCommerce to send each audience into the right journey at the right time.
ROI-focused reporting
Connect campaign performance to leads created, quotations sent, deals won and revenue in Odoo so you can measure real business impact, not just opens and clicks.
Use cases
Concrete uses
Always-on lead nurturing
Enrol new leads from web forms or Odoo CRM into multistep sequences that educate, score and route them, automatically notifying Sales when engagement reaches a defined threshold.
Quote and deal follow-up
Trigger reminders, content and sales activities as soon as quotes are sent, viewed or left without action, keeping opportunities moving through the pipeline without manual chasing.
Lifecycle and re-engagement flows
Run welcome, post-purchase, renewal and win-back campaigns that respond to customer behaviour over time, increasing repeat business and preventing promising contacts from going cold.
By business function
Solutions for every team
Explore how Captivea concretely improves your teams' day-to-day work, department by department.
Sales & CRM
Marketing Automation and CRM turn journeys, scoring and follow-ups into connected workflows.
Purchasing
Purchase integrates with automation to inform vendors and teams when demand, stock or approvals change.
Operations & Manufacturing
Manufacturing uses insights from automated campaigns to coordinate production around launches and demand.
Supply Chain
Inventory data powers targeted alerts on low stock, new arrivals and personalised product recommendations.
Finance & Accounting
Accounting feeds revenue and margin data back into Marketing Automation to track true campaign ROI.
Human Resources
HR uses automated journeys to onboard, inform and survey employees with consistent, timely communication.
Marketing
Run multichannel, data-driven campaigns that generate qualified leads and measurable revenue.
Helpdesk & After-Sales
Helpdesk and automation work together to trigger follow-ups, satisfaction surveys and loyalty offers after support interactions.
Start your transformation
Ready to automate your Odoo marketing and sales journeys?
Our consultants design, configure and optimise Odoo Marketing Automation with you, from the first workshop to live workflows and continuous improvement.
By sector
Organized around your industry
Teams are organised by client industry. Each sector covers ERP, Web, AI and BI.
Services & Tertiary
Service and consulting firms use Odoo Marketing Automation to nurture leads, follow up on projects and grow long-term client relationships.
Industry / Manufacturing
Manufacturers rely on automated campaigns to support dealers, launch new products and stay top-of-mind with key accounts.
Distribution & Logistics
Distributors and wholesalers automate product updates, reorder reminders and targeted offers for their reseller networks.
Retail & Point of Sale
Retail and eCommerce brands orchestrate acquisition, abandoned cart, repeat purchase and loyalty journeys from one place.
The Odoo apps relevant to you
The complete Odoo suite
All Odoo applications, activated at your own pace.
Sales & CRM
Inventory & Manufacturing
Finance
Human Resources
Technical & Data
References
Companies that trust Captivea
FAQ
Frequently asked questions
Odoo Marketing Automation is an Odoo app that lets you build visual workflows reacting to events in your database, such as new leads, email engagement, website visits, orders and renewals, so campaigns run automatically and stay aligned with live CRM and sales data.
Odoo Email Marketing focuses on newsletters and one-off campaigns, while Odoo Marketing Automation lets you design multistep, behaviour-based journeys that react over time; Captivea often connects both so your outbound and automated programmes work together.
You need a clear goal, basic data structure in Odoo (contacts, CRM, sales or website events) and initial content ideas; Captivea helps you translate these into segments, workflows and templates that can be tested and scaled safely.
As an Odoo Gold Partner, Captivea brings implementation experience across CRM, Sales, Website and eCommerce, helping you configure reliable workflows, align teams and build reporting so your automation delivers measurable business outcomes.
Resources
Latest articles & guides
Let's talk
Ready to transform your marketing and sales operations?
Tell us about your goals for Odoo Marketing Automation and we will help you design, configure and launch the workflows that move the needle.