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Mautic Marketing Automation Connector for ERPNext — A build-to-order Frappe app that keeps ERPNext CRM and Mautic in lock-ste — 1/1उदाहरणात्मक पूर्वावलोकन

A build-to-order Frappe app that keeps ERPNext CRM and Mautic in lock-step

— two-way contact and lead sync, segment and tag mapping, event-triggered campaigns, and engagement data flowing back to your ERPNext records.

ECOSIRE scopes, builds, installs and supports it on your Frappe/ERPNext v15/v16 site.

Mautic Marketing Automation Connector for ERPNext क्या है?

A build-to-order Frappe app that keeps ERPNext CRM and Mautic in lock-step — two-way contact and lead sync, segment and tag mapping, event-triggered campaigns, and engagement data flowing back to your ERPNext records. ECOSIRE scopes, builds, installs and supports it on your Frappe/ERPNext v15/v16 site. Built to order by ECOSIRE for ERPNext v15, v16 — indicative price from $999.00 USD; request a quote for a scoped proposal.

प्रमुख सुविधाएँ

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

ऑर्डर पर निर्मित, पूरी तरह आपके लिए तैयार

स्वयं सेटअप की ज़रूरत नहीं — ECOSIRE द्वारा निर्मित, इंस्टॉल और समर्थित एक कार्यशील ऐप।

  1. 1

    आप ऑर्डर करते हैं

    एक बार के निर्माण मूल्य से शुरू करें। किकऑफ़ पर हम आपके साथ मिलकर दायरा तय करते हैं।

  2. 2

    हम बनाते और इंस्टॉल करते हैं

    ECOSIRE इसे आपके ERPNext पर बनाता, कॉन्फ़िगर और इंस्टॉल करता है।

  3. 3

    लाइव + समर्थन

    आप लगभग एक कार्य सप्ताह में लाइव हो जाते हैं, गो-लाइव के बाद दो सप्ताह के समर्थन के साथ। हमारे द्वारा दिए गए कोड की खामियाँ निःशुल्क ठीक की जाती हैं।

तकनीकी विनिर्देश

ERPNext संगतता
—
लाइसेंस
लाइसेंस की पुष्टि आवश्यक है
Python आवश्यकता
Python 3.10+
डेटाबेस
MariaDB 10.6+

इस उत्पाद के बारे में

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 one working week 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

CriterionECOSIRECustom BuildCompetitorERPNext नेटिव
Two-way ERPNext ↔ Mautic syncBuilt-in via doc events and webhooks, bidirectionalPossible but you build and maintain itOften one-way or contact-onlyNone — no Mautic awareness
Segment & tag mappingBidirectional, reconciled on a scheduleHand-coded per projectBasic list push if offeredManual CSV export/import
Campaign triggers from ERPNext eventsMapped to Quotation/Opportunity/Order eventsYou design the event hooksRarely event-drivenNot available
Fit to your fields & workflowScoped to your exact DocTypes and custom fieldsFully bespokeFixed field set, limited configNative fields only
Frappe v15/v16 compatibilityBuilt and tested for your versionDepends on your developerVaries; may lag releasesShips with ERPNext
Auditing & error replaySync Log DocType with retryWhatever you buildUsually minimal loggingNot applicable
Support & source ownershipPost-go-live window + full git handoverIn-house burdenVendor-controlled, subscriptionCommunity support only
Time to working solutionone working week from confirmed scopeMonths of dev + testingFast install, then integration gapsImmediate but no Mautic link

Frequently Asked Questions about Mautic Marketing Automation Connector

How long does delivery take?

This is a build-to-order app, not an instant download. Typical delivery is one working week 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.

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कोटेशन का अनुरोध करें

Mautic Marketing Automation Connector

A build-to-order Frappe app that keeps ERPNext CRM and Mautic in lock-step — two-way contact and lead sync, segment and tag mapping, event-triggered campaigns, and engagement data flowing back to your ERPNext records. ECOSIRE scopes, builds, installs and supports it on your Frappe/ERPNext v15/v16 site.

  • 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

कोटेशन का अनुरोध करें

हमें Mautic Marketing Automation Connector के लिए अपनी ज़रूरतें बताएं और हम आपको कीमत, लाइसेंस विकल्प और एक अनुकूलित प्रस्ताव भेजेंगे — आमतौर पर एक कार्यदिवस के भीतर।

अभी कोई भुगतान नहीं। यह हमारी टीम को एक कोटेशन अनुरोध भेजता है — हम कीमत और अगले चरणों के साथ ईमेल द्वारा संपर्क करेंगे।