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Integration

Connect ERPNext to HelloGrowthCRM — From Deal to Delivery

Sync ERPNext with HelloGrowthCRM. Push deals to ERPNext sales orders, sync customers, and see delivery status in CRM. Rs 899/user/month.

Quick answer

Does HelloGrowthCRM create ERPNext sales orders automatically?

Yes. When a deal is marked Won in HelloGrowthCRM, a sales order is created in ERPNext with the customer, items, quantities, pricing, delivery address, and payment terms from the CRM deal. No manual re-entry.
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What you get

ERPNext (built on Frappe) is the leading open-source ERP for Indian SMBs — widely used in manufacturing, distribution, and trading for inventory, production, and finance. The HelloGrowthCRM ERPNext integration connects the front-end sales process to the back-office operations without manual hand-offs.

When a deal closes in HelloGrowthCRM, a sales order is created in ERPNext automatically — with the customer, line items, delivery address, and payment terms from the CRM deal. The operations team receives the order in ERPNext without the sales rep filling out any forms.

Delivery and production status flow back from ERPNext to HelloGrowthCRM. Account managers see order status — in production, dispatched, delivered — on the CRM deal record. Customer service reps answer delivery queries with live data without logging into ERPNext.

Customer and supplier records sync bidirectionally. New customers created in HelloGrowthCRM appear in ERPNext. New ERPNext customers created by the accounts team appear in HelloGrowthCRM for sales follow-up. GSTIN data from HelloGrowthCRM's verification module populates ERPNext customer tax details automatically.

For manufacturers using IndiaMART as the primary lead source, the HelloGrowthCRM + ERPNext stack handles the full cycle: IndiaMART enquiry captured in CRM, quoted and negotiated in CRM, closed deal pushed to ERPNext sales order, production and dispatch tracked in ERPNext, delivery status visible in CRM.

SOC 2 Type II. NASSCOM Member. GCCI Member. Rs 899/user/month.

Automation workflows

Automation workflows you can build with ERPNext and HelloGrowthCRM

Convert won deals into sales orders

A deal closing won creates the ERPNext sales order with customer, items, and values mapped — the sales-to-operations handoff stops being a retyping exercise where quantity errors are born.

Quote against live stock and prices

Item availability and price lists from ERPNext are visible while composing CRM quotes, so reps commit to deliverable quantities and current prices instead of optimistic memory.

Show fulfilment and payment status on the account

Delivery notes, invoices, and payment entries from ERPNext reflect on the CRM account timeline. Account owners see order and payment reality before every conversation — renewals and collections both go better informed.

Keep customers in sync without double entry

New CRM accounts push to ERPNext as customers with details mapped; edits flow one way by design. Finance and sales stop maintaining rival copies of the same customer master.

In practice

How manufacturers run ERPNext with a CRM

Components manufacturer bridging sales and works

Enquiries and quotes live in HelloGrowthCRM; won deals become ERPNext sales orders feeding production planning. The works manager stopped receiving orders by WhatsApp forward, and dispatch dates got honest.

Distributor with credit-sensitive accounts

Outstanding balances from ERPNext show on the account record, so reps see credit exposure before pushing the next order. Collections tasks fire from overdue invoices with the relationship context attached.

Machine seller with long service tails

The machine sale closes in the CRM, the order and AMC flow to ERPNext, and service renewals come back as CRM deals each year — one customer, one history, two systems doing their own jobs.

Setup guide

How to connect — step by step

Takes about 10–15 minutes. No coding required.

Setup at a glance

  • Connect ERPNext instance
  • Map item catalogue
  • Configure sales order creation
  • Enable delivery status webhook
  • Test with a sample deal
  1. 1

    Sign in or sign up at HelloGrowthCRM. Open the login page, enter your credentials (or use Google), or choose Sign up if you need a new account. You must be signed in before you can open Settings and connect this integration.

    HelloGrowthCRM login screen: Sign in with Google, email and password fields, Remember me, and Sign up link

    Open login page(opens in a new tab)app.hellogrowthcrm.com/login

  2. 2

    Open Settings. In the left sidebar, under Admin, click Settings (you will land on the Settings area; the URL is app.hellogrowthcrm.com/settings).

    HelloGrowthCRM Settings: Admin sidebar with Settings selected, secondary menu with Communication and Integrations, and profile area

    Open Settings(opens in a new tab)app.hellogrowthcrm.com/settings

  3. 3

    Go to Integrations. On the Settings screen, use the middle settings menu. Under COMMUNICATION, click Integrations (star icon). Then find and configure this connector—the connector-specific steps below pick up from here.

    HelloGrowthCRM Settings menu highlighting COMMUNICATION and Integrations next to the Admin Settings sidebar

    Open Settings (Integrations)(opens in a new tab)app.hellogrowthcrm.com/settings

  4. 4

    Connect ERPNext instance

    In HelloGrowthCRM Settings → Integrations → ERP, click Connect ERPNext. Enter your ERPNext URL, API key, and API secret from ERPNext Settings → API Access.

  5. 5

    Map item catalogue

    Sync your ERPNext item catalogue to HelloGrowthCRM product catalogue. Items with pricing and HSN codes populate automatically in CRM quotes and deals.

  6. 6

    Configure sales order creation

    Set the trigger for sales order creation in ERPNext — on deal Won, on deal stage Closed, or manually from the deal record. Map CRM deal fields to ERPNext sales order fields.

  7. 7

    Enable delivery status webhook

    Configure ERPNext to push delivery note and shipment status changes to HelloGrowthCRM. Status updates appear on the CRM deal record within minutes of ERPNext update.

  8. 8

    Test with a sample deal

    Create a test deal in HelloGrowthCRM with line items, mark it Won, and verify a sales order appears in ERPNext with correct customer and item details.

Need help with setup? Book a 15-minute onboarding call — our team will connect it live with you.
FAQ

Frequently asked questions

Does HelloGrowthCRM create ERPNext sales orders automatically?
Yes. When a deal is marked Won in HelloGrowthCRM, a sales order is created in ERPNext with the customer, items, quantities, pricing, delivery address, and payment terms from the CRM deal. No manual re-entry.
Can I see ERPNext order and delivery status in HelloGrowthCRM?
Yes. ERPNext pushes status updates to HelloGrowthCRM via webhook. Deal records show order status — submitted, in production, ready for dispatch, dispatched, delivered — in real time. Account managers answer customer delivery queries from the CRM.
Does the integration work with Frappe Cloud and self-hosted ERPNext?
Yes. The integration works with any ERPNext instance — Frappe Cloud hosted, self-hosted on VPS, or on-premise. The API key and secret are the same regardless of hosting type.
Does the ERPNext item catalogue sync to HelloGrowthCRM for quoting?
Yes. ERPNext items sync to the HelloGrowthCRM product catalogue with current pricing, HSN codes, and GST rates. When building a quote or deal in CRM, reps select items from the synced catalogue — no manual price entry.
Is the ERPNext integration included in the standard plan?
Yes. The ERPNext integration is included in HelloGrowthCRM paid plans from Rs 899/user/month.
Self-hosted or Frappe Cloud ERPNext?
Both — the integration connects over ERPNext's REST API with an API key, which works identically on self-hosted instances and Frappe Cloud.
Why not just use ERPNext's built-in CRM module?
ERPNext's CRM module suits teams that live in ERPNext. Dedicated sales teams typically want faster pipelines, WhatsApp and calling built in, and AI follow-up — the integration lets sales have that while operations keeps ERPNext as the system of record for orders and inventory.

Want help evaluating the next step?

Book a demo to see HelloGrowthCRM in action, or start a free trial.