Capsule CRM + CMap Software + Filter by Zapier
Capsule CRM + CMap Software + Filter by Zapier
Update CMap companies when new Capsule CRM organisations are updated
Client company details drift out of date the moment someone changes an address or phone number in Capsule CRM, and a stale address in CMap ends up on an invoice or a piece of correspondence before anyone notices. This integration runs whenever a contact is updated in Capsule CRM, checks that the record is an organisation rather than a person, retrieves the full organisation record, finds the linked CMap company using the CMap company ID stored against the Capsule record, and writes the latest telephone, website and full postal address back to it. Your client records stay aligned across both systems without anyone updating the same details twice, so finance and delivery teams always bill and correspond using current information.
- When this happens...New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
- automatically do this...Only continue if...Set up rules to specify when this Zap can continue running.
- then do this...Find ContactFinds a Person or Organisation.
- then do this...Find Company by IDRetrieves detailed company information by ID.
- then do this!Update CompanyTriggers when a company is updated.
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More things you can do with these apps
Discover other triggers and actions you can use with Capsule CRM, Filter by Zapier, and more
- ActionRequired
Try ItTriggerInstant- ActionRequired
Try ItTriggerInstant- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
ActionWrite- Entity TypeRequired
ActionWrite
- ActionRequired
Try ItTriggerInstant- ActionRequired
Try ItTriggerInstant- Entity TypeRequired
- Activity Type
- NoteRequired
ActionWrite- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
ActionWrite
Related Zap Templates
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- Update CMap contacts when Capsule CRM contacts are updated
- Update CMap projects when new Capsule CRM opportunities are updated
- Create Capsule CRM organisations for new CMap companies
- Create Capsule CRM contacts for new CMap contacts
- Create Capsule CRM opportunities for new CMap potentials (Consulting Edition)
- Create Capsule CRM opportunities for new CMap projects (AEC Edition)
- Update Capsule CRM organisations when new CMap companies are updated
- Update Capsule CRM contacts when CMap contacts are updated
- Update Capsule CRM opportunities when new CMap projects are updated








