- 🧩 Essentials
- 🎨 Make It Yours
- ⚙️ How to Instantly Add New Odoo Leads to Mailchimp
- Step 1: Create a New Automation Workflow
- Step 2: Set Up a Trigger (Odoo ERP Self Hosted)
- Step 3: Add Odoo Leads to Mailchimp Contact List Action (Mailchimp)
- Step 4: Split Contact Name into First and Last (AI Wizard by Workload)
- Step 5: Finish Mapping Odoo Leads to Mailchimp Audience Fields (Mailchimp)
- Step 6: Extract Birthday from Notes (AI Formatter by Workload - Optional)
- Step 7: Activate Automation
- ⚡ Power-Up Odoo Leads to Mailchimp: Build a Complete Outreach System
- 🧠 Learn More with Workload
Sales teams add new opportunities in Odoo every day. If marketing doesn’t see them right away, outreach is delayed and leads can go cold. This automation solves the problem. It moves Odoo Leads to Mailchimp as soon as they are created, keeping sales and marketing in sync.
Each new lead in Odoo sends key details directly to Mailchimp. The automation passes the email address, phone number, and contact name. If a birthday is included in the notes, it can capture that too. Workload formats the data so it fits neatly into your Mailchimp audience.
The benefit is clear. Your team avoids copy-and-paste tasks, reduces mistakes, and responds faster. Leads hear from you at the right time with a professional, personalized message.
🧩 Essentials #
Before you build, here’s what you’ll need:
⭐ Odoo – Your CRM to track and manage new leads or opportunities
✅ Mailchimp – Your email marketing platform to store contacts and send campaigns
🚀 Workload account – Free or paid, to create your automation
Workload makes connecting these tools seamless. Just sign in and grant access when prompted—no developer setup or configuration needed.
🎨 Make It Yours #
🎯 Filter by Lead
Only sync leads from Odoo to Mailchimp when they meet a revenue or priority threshold.
💬 Customize Name Fields
Use AI Formatter to split full names into first and last name fields so emails look more personal.
🎂 Add Birthdays Automatically
If birthdays are entered in Odoo notes, extract and format them for Mailchimp to enable birthday campaigns.
🏷️ Segment with Tags
Assign tags in Mailchimp based on Odoo fields such as lead source, industry, or sales stage for targeted messaging.
⚙️ How to Instantly Add New Odoo Leads to Mailchimp #
Every app expects data in a specific format—whether it’s how dates are written, how names are separated, or how fields are labeled. You can use our in-house tool AI Wizard by Workload to clean up or adjust data between steps. If your trigger already sends clean data, you may not need formatting at all.
Step 1: Create a New Automation Workflow #
In the Workload Dashboard, click Create Workflow.
Give your automation a title (ex: Instantly Add New Odoo Leads to Mailchimp).
Step 2: Set Up a Trigger (Odoo ERP Self Hosted) #
Inside the trigger box, choose the app: Odoo ERP Self Hosted.
Select the event New Lead/Opportunity, then hit Continue.
Click Sign in to connect your Odoo account if you haven’t done so already. For help, follow our step-by-step guide on how to connect Odoo to Workload. Once connected, click Continue.
Next, select your Odoo database from the dropdown menu, then click Continue.
Click Test Trigger to pull in sample lead data.
Once the test returns a lead, click Continue.
Step 3: Add Odoo Leads to Mailchimp Contact List Action (Mailchimp) #
Click the existing Action box (already present under the trigger) and select Mailchimp.
Choose the event Add or Update Contact on List, then click Continue.
Click Sign in to connect your Mailchimp account if you haven’t done so already. For help, follow our step-by-step guide on how to connect Mailchimp to Workload. Once connected, click Continue.
Choose the Mailchimp audience that you want to add the contact to from the dropdown.
In the Email field, map the email address from the Odoo trigger.
Complete the Status field by choosing Subscribed from the dropdown menu.
When mapping the First Name field, notice that Odoo only provides the contact name as a single output. You’ll need to split it into separate first and last names before continuing.
Step 4: Split Contact Name into First and Last (AI Wizard by Workload) #
Add a step between Odoo and Mailchimp by clicking + Add Step
Inside the new step, select AI Wizard by Workload (fka AI Formatter) from the TOOLS menu.
Choose the event Format Data, then click Continue.
In the Input Data field, map the Odoo Contact Name.
In the prompt, type: Split into first name and last name. Then click Continue.
Click Test Action to confirm the names split correctly.
Click Continue to finish the step.
Step 5: Finish Mapping Odoo Leads to Mailchimp Audience Fields (Mailchimp) #
Return to your Mailchimp step and continue mapping fields. Map the First Name and Last Name from the AI Formatter step.
Step 6: Extract Birthday from Notes (AI Formatter by Workload – Optional) #
When creating a contact, Mailchimp requires a birthday field. This is not data that Odoo normally includes with a new lead. You have two options: you can type in a fixed date (like 01/01), which would assign that same birthday to all contacts, or you can pull birthdays individually from the Notes field in Odoo if you record them there.
To try the second option, add another AI Formatter by Workload step and use the AI Wizard by Workload app from the TOOLS menu.
Choose Format Data, then click Continue.
Map the Description/Notes field from the Odoo trigger. In the prompt, type: Pull out the date and convert to MM/DD format. Now, click Continue.
Click Test Action to confirm the birthday was found and formatted. If your Odoo lead included a birthday in the Notes field, it will now be extracted in the correct format for Mailchimp. Once you get a successful response, click Continue.
Return to your Mailchimp step and map the Birthday field to this formatter output.
Finish mapping the contact data and then click Continue.
Click Test Action in the Mailchimp step to send a sample contact.
Once you get a successful response, hit Continue. Next, check your Mailchimp audience to confirm the contact was added successfully.
Step 7: Activate Automation #
Return to the Workload Editor and confirm each step has a green indicator. Then, switch the automation toggle On.
Now, whenever a new lead is created in Odoo, Workload will format the data and add the contact to your Mailchimp audience automatically.
⚡ Power-Up Odoo Leads to Mailchimp: Build a Complete Outreach System #
Adding Odoo leads to Mailchimp is a strong first step, but you can expand this into a complete system for nurturing, tracking, and acting on every opportunity:
📩 Send a Welcome Campaign Immediately
Trigger an automated Mailchimp welcome email as soon as the contact is added, making sure new leads hear from you right away.
🧑🤝🧑 Sync Back to Odoo
Update the Odoo lead record with the Mailchimp subscriber ID or campaign activity so sales can see when marketing has engaged.
📊 Track Engagement in Google Sheets
Log each new subscriber with campaign data (opens, clicks) in Google Sheets to monitor marketing effectiveness across all leads.
✅ Create Sales Follow-Ups Automatically
When a lead clicks a key link in a Mailchimp email, generate a task in your sales tool (Todoist, Asana, or Odoo CRM) for immediate follow-up.
🧠 Learn More with Workload #
Keep exploring automation and save even more time:
🎓 Visit Workload University
🆘 Browse Setup Guides in the Help Center
🐘 More Odoo Automation Tutorials
✉️ More Mailchimp Automation Tutorials
