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  • CMap Software logoCMap Software logo
  • CMap Software logoCMap Software logo
  • Capsule CRM logoCapsule CRM logo
  • CMap Software logoCMap Software logo
  • CMap Software logoCMap Software logo
  • 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 contacts for new CMap contacts

Client contacts often get added in CMap first, by whoever is setting up the project or raising the invoice, and unless someone remembers to add them to Capsule CRM too the sales team is left working from an out of date address book. This integration runs whenever a new contact is created in CMap, retrieves the full contact record, creates a matching person contact in Capsule CRM with their email address, phone number and address details, then writes the new Capsule contact ID back to the CMap contact. Everyone you deal with ends up in the CRM as a matter of course, linked to its CMap record, so sales and delivery share one client list without anyone entering the same person twice.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this...
    Find Contact by ID
    Find Contact by ID
    Find Contact by IDRetrieves detailed contact information by ID.
  3. then do this...
    Create Contact
    Create Contact
    Create ContactCreates a new Person or Organisation.
  4. then do this!
    Update Contact
    Update Contact
    Update ContactTriggers when a contact 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
    Instant
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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
Related categories
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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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