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Feature Request: Pipeline Selection in Webform Creation #2150

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sagarkumar-webkul opened this issue Apr 8, 2025 · 0 comments
Open

Feature Request: Pipeline Selection in Webform Creation #2150

sagarkumar-webkul opened this issue Apr 8, 2025 · 0 comments
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@sagarkumar-webkul
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Summary

Currently, Krayin CRM's Webform module does not support selecting a pipeline during webform creation. All leads generated via webforms are routed to the default pipeline, regardless of their source or intent.

This enhancement proposes adding a Pipeline Selection option while creating a webform in the admin panel.

Expected Behavior

While creating or editing a webform in the admin panel, the user should be able to:

  • Select a pipeline from the existing pipelines.
  • (Optionally) select a default stage for the selected pipeline.
  • When the form is submitted, the lead should be created using the selected pipeline and stage.

Current Behavior

  • There is no field for pipeline selection in the Webform creation UI.
  • All leads go to the default pipeline and its first stage.
  • Leads from different business flows require manual reassignment after submission.

Benefits of this Enhancement

  • Automates correct lead assignment based on the form’s context (e.g., service inquiries, sales, support, etc.).
  • Reduces manual work for sales/admin teams.
  • Adds flexibility for businesses managing multiple pipelines.
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