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Capsule CRM + CMap Software

Capsule CRM + CMap Software

Capsule CRM + CMap Software integrations

Update Capsule CRM opportunities when new CMap projects are updated

Once a job is live in CMap the details keep moving as the fee is revised or dates shift, and unless someone repeats each change in Capsule CRM the pipeline shows figures the delivery team stopped using weeks ago. This integration triggers automatically whenever a project is updated in CMap, retrieves the full project record, finds the linked opportunity in Capsule CRM using the Capsule opportunity ID stored against the project, and writes the latest name, value, close date and stage back to it. Your CRM reflects what is actually happening on the work without anyone maintaining the same detail in two systems, so sales and delivery forecast from the same numbers.

  1. When this happens...
    Project Update
    Project Update
    Project UpdateTriggers when a project is updated.
  2. automatically do this...
    Find Project by ID
    Find Project by ID
    Find Project by IDFinds a specific project by its ID.
  3. then do this...
    Find Opportunity
    Find Opportunity
    Find OpportunityFinds a Opportunity.
  4. then do this!
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     logo
    This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
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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

  • CMap Software triggers, actions, and search
    New Company

    Triggers when a new company is created.

    Trigger
    Instant
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About Capsule CRM
Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
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About CMap Software
CMap Software is a cloud-based Project Management/PSA platform designed for professional services firms, such as architects, engineers, and consulting firms
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