Webform integration

ERPNext Selling/CRM
1

Hello,

I want to implement a webform from the CRM module to collect data from my wordpress website.

Previously i used vTiger CRM and webforms was very easy to generate and implement in the website , but in ERP Next it’s different . i don’t see where i can get the code to implement it inside my wordpress website ( or any kind of websites doesn’t matter )

hope some one can help me

thanks

2

Any updates ?

3

This feature is not available out of the box. You’ll have to pay someone to build it (and hopefully contribute it to core).

4

Thanks for your reply,

It’s strange that it’s not available out of the box, all of the basic CRMs has it.

5

For what it’s worth, ErpNext is not a “basic CRM”, it is an ERP.

6

How can i receive the requests of the clients from my website directly to the CRM ? or at least to the leads ?

7

You may setup support module such that when they email to support@yourdomain.com , ERPNext can create a support ticket. Which then you can process it. Also you can examine this sample page which has a detailed form Contact Us on github GitHub - erpnext/foundation: Website for ERPNext Foundation .

8

@Islam_Moustafa you can setup the website in ERPNext and it will allow you create public webform
But ERPNext wont provide a mechanism for these webforms be embeddable in other websites

If you want that, you will need to work on a integration

1 Like
9

Hello,

thank you all for you replies, it was really helpful .

i still couldnt figure out how to do it the way i do it in Odoo, but i’m still working on it

1 Like
10

Hi @Islam_Moustafa,

Do you need the webform to be integrated to other platform?
If not, (in contrary to what you said) ERPNext does have webform creation built-in. You can go to Website module and find webform or webpage there. Even you can create a full fledge website as the frontend, closed group interaction, or internal interaction.

Or to be extreme, use frappe only as web development platform (such as WP).

Hope this help.