Mautic Marketing Automation Connector for ERPNext

Key Features

Two-way contact/lead sync between ERPNext `Lead`, `Contact` and `Customer` DocTypes and Mautic `/api/contacts`, with configurable conflict resolution (newest-wins or ERPNext-authoritative)

Field mapping managed in a child table on a `Mautic Settings` single DocType — map any ERPNext field (including custom fields) to a Mautic contact alias without code changes

Outbound sync driven by `hooks.py` `doc_events` (`after_insert`, `on_update`) so records propagate to Mautic the moment they change, not on a manual export

Inbound Mautic webhooks (`mautic.lead_post_save_update`, `email_on_open`, `form_on_submit`) received by a `@frappe.whitelist()` method over the Frappe REST API and written back to ERPNext

Bidirectional segment and tag mapping — ERPNext criteria (customer group, territory, lead source) reconciled against Mautic segments on a schedule

Campaign triggers fired from ERPNext business events (Quotation submitted, Opportunity stage change, Sales Order created) that enroll the contact in the mapped Mautic campaign

Form-submission ingestion — Mautic landing-page and form submissions create or update ERPNext `Lead` records with source attribution

Email-engagement writeback (opens, clicks, unsubscribes, bounces) recorded onto the ERPNext contact so sales sees marketing activity in one timeline

OAuth2 or Basic API authentication with credentials stored in Frappe password fields; token refresh handled server-side

`Mautic Sync Log` DocType records every push/pull with payload, status and error detail for auditing and replay of failed syncs

Background processing via Frappe's job queue (`frappe.enqueue`) so bulk syncs and webhook bursts never block the request or the user's save

Hourly/daily `scheduler_events` reconciliation job that catches drift and retries records that failed to sync

Client script adding a 'Sync to Mautic' action and live last-sync status badge on the Lead and Contact forms

Role-profile-scoped permissions restricting Mautic Settings and sync logs to a Marketing Manager role; unsubscribe/consent state respected on writeback

Built and tested against Frappe/ERPNext v15 and v16, packaged as an installable Frappe app with a clean `bench get-app` install path

Built to order, done for you

No DIY setup — a working app, built, installed and supported by ECOSIRE.

You order

Start with a one-time build price. We scope it with you at kickoff.

We build & install

ECOSIRE builds, configures and installs it on your ERPNext.

Go live + support

You go live in about 2–4 weeks, with a post-launch support window.

About this Product

Marketing teams that run Mautic alongside ERPNext usually end up maintaining two disconnected databases. A lead created in ERPNext CRM never reaches the nurture campaign; an email a contact opened in Mautic never updates the Lead or Contact record your sales team works from; segment membership is rebuilt by hand from CSV exports. ERPNext core has an Email Campaign and newsletter feature, but it does not speak to Mautic's segments, campaign builder, or contact scoring — so the moment you standardize on open-source marketing automation, the native tooling runs out of road and the reconciliation becomes a weekly manual chore.

ECOSIRE builds a dedicated Frappe app that makes ERPNext and Mautic a single connected system. The app ships as a proper module with its own DocTypes — a Mautic Settings single DocType holding the base URL, OAuth2/Basic API credentials (stored via Frappe's password fieldtype), and field-mapping child tables, plus a Mautic Sync Log DocType for per-record auditing. Outbound sync is driven from hooks.py doc_events: after_insert and on_update handlers on Lead, Contact and Customer push changes to Mautic's /api/contacts endpoint through a whitelisted server-side wrapper, with the field map translating ERPNext fields to Mautic aliases. Because writes happen on document events, a marketer never has to remember to export anything — creating a lead in ERPNext is enough to enroll it.

Inbound flow closes the loop. A whitelisted method (@frappe.whitelist()) exposed over the Frappe REST API receives Mautic webhooks for mautic.lead_post_save_update, mautic.email_on_open and mautic.form_on_submit events, so opens, clicks, campaign steps and form submissions are written back onto the matching ERPNext Contact/Lead as activities or custom-field values your sales team can filter and report on. Segment and tag mapping is bidirectional: ERPNext-side criteria (customer group, territory, lead source) map to Mautic segments and tags, and a scheduler event (scheduler_events hourly/daily) reconciles membership so the two systems never drift. Campaign triggers fire from ERPNext business events — a Quotation submitted, a Sales Order lost, an Opportunity stage change — pushing the contact into the right Mautic campaign automatically. Role profiles and permission rules keep the Mautic Settings and sync logs restricted to a Marketing Manager role, and a client script surfaces a "Sync to Mautic" button and last-sync status directly on the Lead/Contact form.

Everything is delivered build-to-order. Nothing here is a pre-packaged Frappe Cloud marketplace download — we scope your exact CRM fields, segment logic, campaign triggers and Mautic instance (self-hosted or cloud) on a short call, then build against Frappe/ERPNext v15 or v16 to match your site. Typical delivery is 2 to 4 weeks from confirmed scope, depending on how many DocTypes and event triggers you need mapped. You receive the installable source, install and configuration on your environment, documentation, a training session, and a post-go-live support window — described in full below.

What you get

Installable Frappe app (full source for your version) — a proper module with DocTypes, hooks.py doc events, whitelisted API methods, client scripts and scheduler events

Installation and configuration on your environment — `bench get-app`/`bench install-app`, Mautic API credentials wired, field/segment/campaign mappings configured to your scope

Technical documentation — architecture, DocType reference, hook and webhook flow, field-mapping guide and REST endpoint reference for your team's future changes

User guide plus a live training session for your marketing and CRM users covering sync, segment mapping and campaign triggers

Post-go-live support window for defect fixes and configuration adjustments after launch

UAT on a staging/bench site with an agreed test plan, plus a documented rollback procedure before production cutover

Git repository handover with full commit history so you own and can extend the codebase

Mautic-side setup notes — webhook configuration, required API scopes and segment/campaign IDs used by the integration

Who this is for

Marketing Automation Lead

Runs open-source Mautic for email and nurture and is tired of exporting CSVs from ERPNext. Needs leads, segments and engagement to sync automatically so campaigns fire off real CRM data instead of stale lists.

ERPNext / CRM Administrator

Owns the ERPNext site and its custom fields, role profiles and workflows. Wants a clean Frappe app installed via bench — not brittle scripts — with proper DocTypes, permissions and an audit log they can support and extend on v15/v16.

Head of Revenue / Sales Operations

Needs marketing engagement (opens, clicks, campaign steps, form fills) visible on the Lead and Contact record so sales acts on warm signals, and wants ERPNext events like a submitted Quotation to automatically trigger the right nurture track.

Growth / Demand-Gen Manager

Builds Mautic landing pages and forms and needs every submission to land in ERPNext as an attributed lead, with segment membership kept in sync so campaign targeting stays accurate.

How Mautic Marketing Automation Connector for ERPNext Compares

Criterion	ECOSIRE	Custom Build	Competitor
Two-way ERPNext ↔ Mautic sync	Built-in via doc events and webhooks, bidirectional	Possible but you build and maintain it	Often one-way or contact-only
Segment & tag mapping	Bidirectional, reconciled on a schedule	Hand-coded per project	Basic list push if offered
Campaign triggers from ERPNext events	Mapped to Quotation/Opportunity/Order events	You design the event hooks	Rarely event-driven
Fit to your fields & workflow	Scoped to your exact DocTypes and custom fields	Fully bespoke	Fixed field set, limited config
Frappe v15/v16 compatibility	Built and tested for your version	Depends on your developer	Varies; may lag releases
Auditing & error replay	Sync Log DocType with retry	Whatever you build	Usually minimal logging
Support & source ownership	Post-go-live window + full git handover	In-house burden	Vendor-controlled, subscription
Time to working solution	2–4 weeks from confirmed scope	Months of dev + testing	Fast install, then integration gaps

Frequently Asked Questions about Mautic Marketing Automation Connector for ERPNext

How long does delivery take?

This is a build-to-order app, not an instant download. Typical delivery is 2 to 4 weeks from confirmed scope, depending on how many DocTypes, field mappings, segments and campaign triggers you need. After a short scoping call we give you a firm timeline and milestones before any build starts.

Is this an existing app I can download from the Frappe marketplace?

No. ECOSIRE designs, builds, installs and supports it specifically for your ERPNext site and your Mautic instance. You receive the full source and git repository at handover, so you own the code and can extend it yourself.

Which ERPNext and Mautic versions are supported?

We build and test against Frappe/ERPNext v15 and v16, packaged as a standard installable Frappe app. It works with self-hosted Mautic or Mautic Cloud over the REST API using OAuth2 or Basic authentication — we confirm your exact versions during scoping.

How does the two-way sync actually work technically?

Outbound sync uses `hooks.py` doc events (`after_insert`, `on_update`) on Lead, Contact and Customer to push changes to Mautic's contacts API. Inbound uses a `@frappe.whitelist()` method that receives Mautic webhooks (contact updates, email opens, form submissions) and writes them back to ERPNext. A scheduler job reconciles segment membership so the systems never drift.

What happens after go-live — do I get support and updates?

Every build includes a post-go-live support window for defect fixes and configuration adjustments. Because you receive the source and git repo, your team can maintain it, and we offer ongoing support or enhancement retainers if you'd prefer we handle updates and version upgrades.

Will it respect unsubscribes and consent?

Yes. Unsubscribe, bounce and consent state from Mautic is written back to the ERPNext contact, and outbound sync honors your consent rules. Access to Mautic Settings and sync logs is restricted via role profiles so only authorized marketing roles can change the mapping.

Can it trigger campaigns from ERPNext business events?

Yes. We map ERPNext events — a Quotation submitted, an Opportunity stage change, a Sales Order created or lost — to Mautic campaign enrollments, so the right nurture track starts automatically without manual list management.