Update Capsule CRM organisations when new CMap companies are updated
Client company details are often corrected in CMap by the person raising an invoice or chasing a payment, and unless someone repeats the change in Capsule CRM the sales team carries on working from an old address or phone number. This integration triggers automatically whenever a company is updated in CMap, retrieves the full company record, finds the matching Capsule organization by searching for the CMap company ID held against it, and writes the latest details back to that record. Your CRM stays aligned with the system your finance team actually maintains, so nobody updates the same client twice and nobody works from stale information.
- When this happens...Update CompanyTriggers when a company is updated.
- automatically do this...Find Company by IDRetrieves detailed company information by ID.
- then do this...Find ContactFinds a Person or Organisation.
- then do this!Update an existing Contact
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More things you can do with CMap Software and Capsule CRM
Discover other triggers and actions you can use with CMap Software and Capsule CRM
- New Company
Triggers when a new company is created.
Try ItTriggerInstant - New Lead
Triggers when a new lead is created.
Try ItTriggerInstant - New Project
Triggers when a new project is created.
Try ItTriggerInstant - Project Lost
Triggers when a project is lost.
Try ItTriggerInstant
- New Contact
Triggers when a new contact is created.
Try ItTriggerInstant - New Potential
Triggers when a new potential is created.
Try ItTriggerInstant - Project Close
Triggers when a project is closed.
Try ItTriggerInstant - Project Update
Triggers when a project is updated.
Try ItTriggerInstant
Related Zap Templates
- Create CMap contacts for new Capsule CRM contacts
- Create CMap companies and update CMap contacts for new Capsule CRM organisations
- Create CMap projects for new Capsule CRM opportunities
- Update CMap contacts when Capsule CRM contacts are updated
- Update CMap companies when new Capsule CRM organisations 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 contacts when CMap contacts are updated
- Update Capsule CRM opportunities when new CMap projects are updated






