Marketing Automation with Odoo: Unified Communications

Table of Contents

From email marketing and SMS to social media management and WhatsApp integration, Odoo provides a robust ecosystem that allows you to optimize efforts, improve accuracy and maximize ROI. This post explores how to leverage Odoo’s advanced features to take your marketing strategies to the next level.

Omni-channel: Automation of communication

Omni-channel, meanwhile, takes this strategy a step further by seamlessly integrating all touchpoints, from email and social media to SMS and WhatsApp. This combination allows brands to deliver consistent and personalized experiences, regardless of the channel used.

By implementing advanced technologies such as those offered by Odoo, companies can efficiently manage these interactions, achieving a greater emotional connection with their audiences and a positive impact on their business objectives.

The power of Email Marketing with Odoo

Email marketing remains one of the most effective channels to connect with your audience, and Odoo elevates it with advanced personalization and automation features. Through its dedicated module, you can design visually appealing campaigns using an intuitive drag-and-drop editor. This allows you to create personalized emails that resonate with each segment of your audience.

For example, Odoo allows you to set up specific triggers based on user behavior. If a potential customer downloads a resource from your website, the system can automatically send a follow-up email with additional relevant content. In addition, the platform offers A/B testing tools to optimize your messages and improve open and click-through rates.

A distinctive aspect is the ability to integrate metrics directly into Odoo dashboards, providing real-time visibility on the performance of your campaigns. This allows you to quickly adjust strategies based on data, ensuring that every interaction is meaningful and aligned with business objectives.

SMS Marketing: Direct and effective communication

SMS communication remains a powerful tool to generate immediate interactions. Odoo not only allows the creation and sending of bulk text messages, but also incorporates advanced features for segmentation and personalization. Imagine having the ability to send event reminders, appointment confirmations or exclusive promotions based on your customers’ purchase history, all from a single control panel.

In addition, Odoo integrates with analytics tools to track key metrics such as open rate and engagement, allowing you to measure the effectiveness of each campaign. This functionality is especially valuable in sectors such as retail or hospitality, where immediacy can be a differentiating factor.

Social Media Management: Consolidation and Optimization

In a digital environment where social media is a marketing pillar, Odoo offers a centralized solution to plan, schedule and monitor your posts. With this tool, you can manage multiple accounts from a single interface, simplifying administration and ensuring brand consistency.

In addition, Odoo allows you to perform detailed analytics on the performance of each post, helping you identify what type of content resonates best with your audience. The ability to schedule posts based on user behavior and interaction trends ensures that your messages arrive at the right time.

WhatsApp: Integration for Instant Communication

Odoo’s integration with WhatsApp revolutionizes the way companies communicate with their customers. With this functionality, you can automate quick responses, send personalized messages and manage interactions directly from the Odoo CRM. This not only improves the customer experience, but also streamlines internal processes.

For example, by using pre-approved message templates, you can respond to frequent inquiries without delay. In addition, the integration allows you to automatically record conversations in the customer’s history, providing valuable context for future interactions.

Advanced technical aspects

Odoo stands out not only for its front-end functionalities, but also for its advanced technical architecture that facilitates customization and scalability. Here are some key points:

  • Workflow-based automation: Set up automatic actions triggered by specific events, such as the conversion of a lead or the completion of a purchase.
  • RESTful API: Integrates Odoo with other platforms through its robust API, allowing real-time data synchronization between different systems.
  • Machine Learning: Leverages built-in machine learning capabilities to predict customer behaviors and optimize segmentation.
  • Data security: Complies with regulations such as GDPR thanks to advanced data management options and user permissions.

These technical features make Odoo a versatile tool that not only adapts to current needs, but also anticipates future challenges.

Benefits of centralizing automation in Odoo

The main benefit of using Odoo as your marketing automation platform is its ability to consolidate tools into a single ecosystem. This eliminates the need to switch between multiple applications, reducing friction and improving efficiency. Centralization also makes it easier to gain more complete insights, as all data is interconnected and available in one place.

In addition, Odoo’s user interface is designed with accessibility in mind, allowing even less technical teams to take full advantage of its functionalities. From small businesses to large corporations, Odoo adapts to any scale, offering a significant return on investment.

Implementing automation to your contacts

Implementing Odoo requires strategic planning to ensure that automation features are aligned with business objectives. A good practice is to start with the integration of one channel, such as email marketing, and then gradually expand to SMS, social media and WhatsApp. This allows for more efficient control of resources and ensures that each channel is optimized before moving on to the next.

Team training is another key piece. Odoo offers educational resources and technical support to ensure that users understand and use all the tools available. Investing in this initial training can make a big difference in the long-term success of your campaigns.

Odoo Integrated Multichannel Automation Example

Marketing automation is not only about using advanced tools, but also about designing comprehensive strategies that connect multiple channels to deliver a consistent and personalized customer experience. Let’s imagine a real campaign for a product launch, where email, SMS, social media and WhatsApp are used in a synchronized way to maximize impact and improve conversion.

Phase 1: Expectation Creation with Email Marketing

The strategy starts with an email marketing campaign targeting existing subscribers and qualified leads. Through Odoo’s email module, a visually appealing email is designed that announces the upcoming product launch, including a video teaser and a “Save the date” button. This button is linked to a specific list in the CRM that will identify interested customers, marking them as a priority for the next stages. In addition, the emails include a link to the brand’s social networks so users can follow the updates and join the conversation.

Phase 2: SMS Emergency Generation

As the launch date approaches, SMS messages are sent to interested customers, reminding them of the event and offering them an exclusive discount for a limited time. The messages include a link to a landing page, designed in Odoo, where users can sign up for additional notifications or pre-order the product. Automation ensures that only contacts flagged in the previous phase receive these messages, maximizing relevance and avoiding spam.

Phase 3: Interaction in Social Networks

During launch day, social media plays a crucial role in amplifying the reach of the campaign. With Odoo’s integration, posts on platforms such as Instagram, Facebook and LinkedIn are pre-scheduled, ensuring that messages are consistent across all channels. Posts include direct links to the product and clear calls to action, such as “Find out more” or “Book it now.” In addition, the automated commenting feature is used in posts to quickly respond to user questions, encouraging interaction.

Phase 4: Personalized Follow-up with WhatsApp

For customers who have shown interest but have not completed their purchase, a personalized follow-up campaign is triggered via WhatsApp. Using templates pre-approved by WhatsApp Business, messages are sent reminding them of the exclusive offer and highlighting the unique features of the product. For example, “Hi [Nombre], only 24 hours left to take advantage of your special discount at [Producto]. Click here to complete your purchase.” This action is linked to the customer’s history in the Odoo CRM, allowing each message to be highly personalized.

Relationship to the Customer Journey: TOFU, MOFU and BOFU

The integration of marketing automation strategies in Odoo with the Customer Journey allows to design personalized and relevant experiences along the stages of the conversion funnel: TOFU (Top of Funnel), MOFU (Middle of Funnel) and BOFU (Bottom of Funnel). Each stage of the customer journey requires a unique approach, and Odoo’s tools allow you to manage these needs with precision, connecting leads with messages and actions aligned to their interests and their place in the funnel.

TOFU: Attracting Prospects

In the initial stage of the funnel, the goal is to generate awareness and drive traffic to your brand. Odoo allows you to create email marketing campaigns and social media posts designed to capture the attention of a wide audience. Imagine a company that uses Odoo’s social media module to publish educational content, such as blogs or videos that answer common questions from its target market. These posts link to optimized landing pages in Odoo, where users can download free resources in exchange for their contact details.

The system automates the sending of thank you emails with additional content, such as guides or e-books, strengthening the initial relationship with the prospect. Through analytics tools in Odoo, marketers can identify what type of content generates the most engagement, optimizing future strategies for the TOFU stage.

MOFU: Cultivating Interest

In the middle stage of the funnel, the focus shifts to education and interest cultivation. Here, Odoo’s SMS and email automation capabilities are key to deliver more targeted and useful content. For example, if a customer has downloaded a resource related to a product or service, Odoo can automatically send segmented emails that delve deeper into the product’s benefits or use cases.

Automation may include:

  • Drip campaigns: Series of mailings that guide the prospect with relevant and progressive information.
  • Personalized SMS messages: Webinar or online event reminders.
  • Interaction in social networks: Automated comments that encourage conversation with the customer.

In addition, Odoo allows you to track customer behavior in the CRM, such as time spent on certain pages or resources downloaded, helping marketing teams to adjust messages to convert interest into active consideration.

BOFU: Boosting Conversion

At the bottom of the funnel, the customer is ready to make a decision. Here, Odoo combines WhatsApp, email and CRM automation to effectively close the sale. For example, if a customer has added a product to the cart but has not completed the purchase, Odoo can send a WhatsApp message reminding them of the cart and offering an incentive, such as a discount or free shipping.

In parallel, the email module can automate mailings with customer testimonials, case studies or exclusive benefits that reinforce the buying decision. It can even trigger alerts to the sales team for personalized follow-up from the CRM, using contextual information from previous interactions.

Connecting Odoo with the Customer Journey

Odoo’s real strength lies in its ability to consolidate all customer journey data into a single system. This allows marketing and sales teams to have a holistic view of the customer, ensuring that each interaction is aligned with its stage in the funnel.

For example:

  • TOFU: Awareness creation with social media campaigns and landing page lead generation.
  • MOFU: Interest culture with educational content and segmented drip campaigns.
  • BOFU: Conversion with WhatsApp tracking and personalized offers based on customer behavior.

The integration of Odoo’s automation strategies with TOFU, MOFU and BOFU concepts not only improves campaign efficiency, but also delivers a seamless, impactful and highly personalized customer experience. This approach ensures that each customer receives the right message at the ideal time, maximizing conversion rates and fostering long-term loyalty.

A holistic approach to content marketing and communication

It establishes itself as a comprehensive marketing automation tool that not only simplifies processes, but also empowers companies’ ability to meaningfully connect with their customers. From multi-channel automation that integrates email, SMS, social media and WhatsApp, to precise alignment with the customer journey and TOFU, MOFU and BOFU stages, Odoo offers advanced solutions to optimize every interaction.

Its ability to centralize data, automate workflows and personalize strategies ensures that marketing teams can deliver experiences that are consistent, impactful and aligned with business objectives. By leveraging these capabilities, companies not only increase operational efficiency, but also strengthen customer relationships, driving conversions and fostering loyalty in an increasingly competitive marketplace. Odoo is not just a tool, but a strategic ally for success in modern marketing.

Implementing Odoo is not only a strategic decision, but an investment in efficiency and long-term success. With its ability to adapt to the specific needs of each company, it is the ideal solution to take your marketing efforts to the next level.

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