Frappe CRM <> ERPNext Integration is now live!
Now, whether both apps are installed on the same site or across different sites, you can link Frappe CRM directly to your ERPNext instance.
Here’s how it works:
- When working on a deal in Frappe CRM, you’ll now see a “Create Quotation” button that takes you to ERPNext to continue the process.
- Once a deal is marked as “Won” or “Lost”, a customer is automatically created in ERPNext.
Check the video here.
References:
- feat: Create Quotation, Contact and Customer in ERPNext from Deal by nabinhait · Pull Request #346 · frappe/crm · GitHub
- feat: API for crm integration by nabinhait · Pull Request #43198 · frappe/erpnext · GitHub
Feedback/suggestion and contributions welcome.