Generating Orders or Opportunities via Marketing Forms

The functionality of the Forms module (Marketing → Forms section) has been extended to provide tighter integration between marketing and sales.
If previously filling out a form automatically generated an Opportunity, now users can choose for the same form to directly create a Sales Order.

This optimization eliminates intermediate steps and allows for the complete automation of the sales flow, from initial interest to order conversion.

How it works

When configuring a form (new or existing), a dedicated field has been introduced — Opportunity / Order, which allows choosing the action that will be automatically executed when a customer completes the form.

The user can select one of the two options:

Option	Description
Create Opportunity	Generates a new opportunity in the Sales → Opportunities module (previous standard behavior).
Create Order	Automatically creates a sales order in the Sales → Orders module, based on the data filled in the form.

How to use

1. Access Marketing → Forms.
2. Create a new form or edit an existing one.
3. Enable the Opportunity / Order option.
4. In the Destination field, select whether you want the form to automatically create an Opportunity or an Order.
5. Save the changes.
6. Upon the customer completing the form, the system will automatically generate the chosen entity, with all data taken directly from the responses.