Automate Your Lead Funnel with The Open-Source Powerhouse
Are you losing potential clients because your lead follow-up is manual and inconsistent? When a new lead requests your guide, does it kick off a time-consuming scramble of manual emails and spreadsheet updates? This disjointed process delays communication, creates a poor first impression, and lets valuable sales opportunities slip through the cracks as potential customers lose interest.
This playbook details how to build a fully automated, self-hosted lead management system. By connecting your WordPress site to the Mautic marketing automation platform using the powerful workflow tool n8n.io, you can instantly deliver lead magnets, segment new contacts, and trigger automated nurturing campaigns. This stack puts you in complete control of your data and eliminates recurring SaaS fees, offering an enterprise-grade solution for the cost of your own hosting.
Expected Outcomes
- Eliminate manual data entry and follow-up tasks.
- Instantly deliver lead magnets to new subscribers, improving user experience.
- Nurture leads automatically with targeted email sequences, increasing conversion rates.
- Maintain 100% ownership and control over your valuable customer data.
- Drastically reduce monthly software costs by avoiding proprietary SaaS fees.
- Create a scalable lead management process that grows with your business.
Core Tools in This Stack
WordPress
Visit websiteWordPress is a free and open-source content management system (CMS) used to create websites, blogs, and applications. It is known for its flexibility, extensive plugin and theme ecosystem, and powers a significant portion of the web.
Key Features
- Extensive plugin ecosystem
- Customizable themes
- Gutenberg block editor
- User management and roles
- Built-in SEO tools
- Media management library
- Open-source with a large community
Ideal For
Company Size: Micro, Small, Medium, Large
Industries: Technology & Software, Business & Professional Services, Retail & E-commerce, Creative & Media, Education & Non-Profit, Health & Wellness, Other
Pricing
Model: Free, Open-source
Tier: Low-cost
Ease of Use
Moderate
Mautic
Visit websiteMautic is the world's largest open-source marketing automation platform, providing powerful tools for lead generation, contact management, email marketing, and multi-channel campaigns, offering users complete control and flexibility over their marketing strategy.
Key Features
- Visual Campaign Builder
- Lead Nurturing & Scoring
- Contact Segmentation
- Email Marketing Automation
- Dynamic Content
- Landing Pages & Forms
- Comprehensive Reporting & Analytics
- Extensive Integrations
Ideal For
Company Size: Micro, Small, Medium, Large
Industries: Technology & Software, Business & Professional Services, Retail & E-commerce, Creative & Media, Education & Non-Profit, Health & Wellness, Other
Pricing
Model: Open Source, Subscription
Tier: Free
Ease of Use
Requires Technical Skill
The Workflow
Integration Logic
-
n8n.io
This integration uses n8n.io as the middleware to connect Odoo and Nextcloud APIs. The connection is established by creating credentials for both Odoo (using a user API key) and Nextcloud (using an App Password) within n8n. Workflows are then built using a trigger-and-action model. For example, an event in Odoo, such as a new invoice being posted, can act as a trigger. This trigger initiates an n8n workflow that then executes a series of actions: first, it calls the Odoo API to download the specific invoice PDF, and second, it calls the Nextcloud API to upload that PDF into a dynamically named folder (e.g., /Invoices/CustomerName/). The data flow can also be reversed: a file uploaded to a specific Nextcloud folder can trigger a workflow that parses the file's contents and creates or updates records in Odoo, such as new customers or products.
Automate Your Lead Funnel Today
Stop losing sales opportunities and learn how to build a consistent follow-up system that converts.