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.
- When this happens...New ProjectTriggers when a new project is created.
- automatically do this...Find Project by IDFinds a specific project by its ID.
- then do this...Find Contact by IDRetrieves detailed contact information by ID.
- then do this...Find Company by IDRetrieves detailed company information by ID.
- then do this!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
- 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






