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Capsule CRM + CMap Software

Capsule CRM + CMap Software

Capsule CRM + CMap Software integrations

Create Capsule CRM opportunities for new CMap projects (AEC Edition)

New jobs are often set up in CMap by the person putting the fee proposal together, and unless someone remembers to raise the matching opportunity in Capsule CRM the sales pipeline understates what the practice is actually bidding for. This integration runs whenever a new project is created in CMap, pulls back the full project record along with its linked contact and company, and creates a matching opportunity in Capsule CRM against the right client contact, carrying across the project title and owner. Your pipeline reflects every live job as soon as it is set up, so the team can forecast accurately without anyone entering the same opportunity twice.

  1. When this happens...
    New Project
    New Project
    New ProjectTriggers when a new project is created.
  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 Contact by ID
    Find Contact by ID
    Find Contact by IDRetrieves detailed contact information by ID.
  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!
    Create Opportunity
    Create Opportunity
    Create OpportunityCreates a new Opportunity.
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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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