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  • Capsule CRM logoCapsule CRM logo
  • CMap Software logoCMap Software logo
  • Filter by Zapier logoFilter by Zapier logo
  • Capsule CRM logoCapsule CRM logo
  • CMap Software logoCMap Software logo
  • Filter by Zapier logoFilter by Zapier logo

Capsule CRM + CMap Software + Filter by Zapier

Capsule CRM + CMap Software + Filter by Zapier

Capsule CRM + CMap Software integrations

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Client company details drift out of date the moment someone changes an address or phone number in Capsule CRM, and a stale address in CMap ends up on an invoice or a piece of correspondence before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.

  1. When this happens...
    New or Updated Contact
    New or Updated Contact
    New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
  2. automatically do this...
    Only continue if...
    Only continue if...
    Only continue if...Set up rules to specify when this Zap can continue running.
  3. then do this...
    Find Contact
    Find Contact
    Find ContactFinds a Person or Organisation.
  4. then do this...
    Find Company by ID
    Find Company by ID
    Find Company by IDRetrieves detailed company information by ID.
  5. then do this!
    Update Company
    Update Company
    Update CompanyTriggers when a company is updated.
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Discover other triggers and actions you can use with Capsule CRM, Filter by Zapier, and more

    • Action
      Required
    Trigger
    Instant
    Try It
    • Action
      Required
    Trigger
    Instant
    Try It
    • Contact
      Required
    • Name
      Required
    • Board
    • Description
    • Expected Close Date
    • Track
    • Opportunity
    • Owner
    • Tags
    • Status
    Action
    Write
    • Entity Type
      Required
    Action
    Write
    • Action
      Required
    Trigger
    Instant
    Try It
    • Action
      Required
    Trigger
    Instant
    Try It
    • Entity Type
      Required
    • Activity Type
    • Note
      Required
    Action
    Write
    • Contact
      Required
    • Pipeline
      Required
    • Name
      Required
    • Description
    • Expected Close Date
    • Actual Close Date
    • Currency
    • Duration Basis
    • Owner
    • Track
    • Tags
    Action
    Write
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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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About Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
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