Marketing automation is the use of software platforms to execute, schedule, and measure marketing tasks across email, SMS, web, push, and ad channels. Tasks are based on customer behavior, attributes, and lifecycle stage, with the goal of delivering the right message at the right time to the right person without requiring manual effort per send. It is the engine layer beneath drip campaigns, lifecycle marketing, lead scoring, and most modern email and CRM workflows.
The platform landscape in 2025 segments by company stage and use case. B2B-leaning platforms with built-in CRM: HubSpot (the most common SMB-to-mid-market default), Marketo / Adobe Marketo Engage (enterprise), Salesforce Marketing Cloud and Pardot/Account En...