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  • Capsule CRM logoCapsule CRM logo

CMap Software + CMap Software + Capsule CRM

CMap Software + CMap Software + Capsule CRM

CMap Software + CMap Software integrations

Create Capsule CRM organisations for new CMap companies

Not every client starts life in the CRM, and when a new company is set up in CMap first, someone has to remember to add it to Capsule CRM as well or the sales team ends up working from an incomplete client list. This integration automatically triggers whenever a new company is created in CMap, retrieves the full company record, creates a matching organization contact in Capsule CRM with its address, phone number and website, then writes the new Capsule contact ID back to the CMap company. Your CRM stays a complete picture of who you work with, with a reference on both sides linking the two records, and nobody has to enter the same client twice.

Note: The Create Contact step in Capsule has Type set to Organization, and you will need to map the company name from step 2 into the Name field yourself. That field is generated from your connected Capsule account and does not appear in the Zap editor until an account is attached, so connect Capsule first and then map it. If the Name field still does not show after connecting, switch Type to Person and back to Organization, or refresh the step, to make the editor fetch the field list again. Step 4 stores the Capsule contact ID against the CMap company, which is what lets later updates find the matching CRM record by ID rather than by name. Choose the CMap field you want to hold it before you turn the Zap on. This template sends data from CMap to Capsule, the opposite direction to the Capsule company templates. If you run both directions at once, scope them so a record created by one Zap does not trigger the other and create a duplicate.

  1. When this happens...
    New Company
    New Company
    New CompanyTriggers when a new company is created.
  2. automatically do this...
    Find Company by ID
    Find Company by ID
    Find Company by IDRetrieves detailed company information by ID.
  3. then do this...
    Create Contact
    Create Contact
    Create ContactCreates a new Person or Organisation.
  4. then do this!
    Update Company
    Update Company
    Update CompanyTriggers when a company is updated.
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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
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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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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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