CMap Software + CMap Software + Capsule CRM
CMap Software + CMap Software + Capsule CRM
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raising the invoice, and unless someone remembers to add them to Capsule CRM too the sales team is left working from an out of date address book.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.
- When this happens...New ContactTriggers when a new contact is created.
- automatically do this...Find Contact by IDRetrieves detailed contact information by ID.
- then do this...Create ContactCreates a new Person or Organisation.
- then do this!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
- 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
Related Zap Templates
- Create CMap users for new HiBob employees
- Create CMap users for new BambooHR employees
- Add new BambooHR time off requests to CMap
- Add new BambooHR time off requests to CMap in hours
- Create companies in CMap for new Pipedrive organizations
- Create Asana projects for new CMap potentials
- Create CMap users for new PeopleHR employees
- Add new BrightHR employees to CMap as users
- Update CMap users for newly-updated HiBob employees
- Send emails via Gmail for new contacts in CMap
- Send emails via Gmail for new companies in CMap
- Send emails via Gmail for new potential projects in CMap
- Add new CMap contacts to Google Contacts
- Create CMap timesheet entries from new billable Clockify time entries
- Create CMap timesheet entries against internal codes from non-billable Clockify time entries
- Create contacts in CMap for new Pipedrive people
- Update CMap users for newly updated BambooHR employees
- Create CMap companies from new Microsoft Dynamics 365 CRM accounts
- Create CMap contacts from new Microsoft Dynamics 365 CRM contacts
- Create monday.com boards for new CMap projects
- Create monday.com items for new CMap projects
- Create Slack channels for new CMap projects
- Create Azure DevOps work items for new CMap projects
- Create GitHub issues for new projects in CMap
- Update companies in CMap from newly updated Pipedrive organizations
- Update contacts in CMap from newly updated Pipedrive people
- Update Pipedrive organizations from new updated CMap companies
- Update Pipedrive deals from newly-updated CMap projects
- Send emails via Gmail for new fee estimator updates in CMap
- Update Pipedrive people from newly updated CMap contacts
- Send emails via Gmail for new leads in CMap
- Send emails via Gmail for newly closed projects in CMap
- Send emails via Gmail for newly won projects in CMap
- Send emails via Gmail for newly lost projects in CMap
- Send emails via Gmail for new timesheet submissions in CMap
- Send Microsoft Outlook emails for new companies in CMap
- Send Microsoft Outlook emails for new contacts in CMap
- Send Microsoft Outlook emails when fee estimators are newly-updated in CMap
- Send Microsoft Outlook emails when new projects are updated in CMap
- Send Microsoft Outlook emails for new projects in CMap
- Send Microsoft Outlook emails for new potentials in CMap
- Send Microsoft Outlook emails for new leads in CMap
- Send Microsoft Outlook emails when new projects close in CMap
- Send Microsoft Outlook emails when new projects are won in CMap
- Send Microsoft Outlook emails when new projects are lost in CMap
- Send Microsoft Outlook emails when new timesheets are submitted in CMap
- Send emails via Gmail for newly updated projects in CMap
- Send emails via Gmail for new live projects in CMap
- Create projects in CMap from new Pipedrive deals
- Create CMap companies for new Float clients
- Create Pipedrive people from new CMap contacts
- Update projects in CMap from newly updated Pipedrive deals
- Create Pipedrive deals from new CMap potentials
- Create Pipedrive organizations from new CMap companies
- Create Float projects from new CMap projects
- Create Float clients from new CMap companies
- Create CMap projects from new Microsoft Dynamics 365 CRM opportunities
- Create Microsoft Dynamics 365 CRM accounts from new CMap companies
- Update CMap companies from updated Microsoft Dynamics 365 CRM accounts
- Update Microsoft Dynamics 365 CRM accounts from newly-updated CMap companies
Related Zap Templates
- Create CMap users for new HiBob employees
- Add new BambooHR time off requests to CMap in hours
- Create CMap users for new PeopleHR employees
- Send emails via Gmail for new contacts in CMap
- Add new CMap contacts to Google Contacts
- Create contacts in CMap for new Pipedrive people
- Create CMap contacts from new Microsoft Dynamics 365 CRM contacts
- Create Slack channels for new CMap projects
- Update companies in CMap from newly updated Pipedrive organizations
- Update Pipedrive deals from newly-updated CMap projects
- Send emails via Gmail for new leads in CMap
- Send emails via Gmail for newly lost projects in CMap
- Send Microsoft Outlook emails for new contacts in CMap
- Send Microsoft Outlook emails for new projects in CMap
- Send Microsoft Outlook emails when new projects close in CMap
- Send Microsoft Outlook emails when new timesheets are submitted in CMap
- Create projects in CMap from new Pipedrive deals
- Update projects in CMap from newly updated Pipedrive deals
- Create Float projects from new CMap projects
- Create Microsoft Dynamics 365 CRM accounts from new CMap companies
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- Create CMap users for new BambooHR employees
- Create companies in CMap for new Pipedrive organizations
- Add new BrightHR employees to CMap as users
- Send emails via Gmail for new companies in CMap
- Create CMap timesheet entries from new billable Clockify time entries
- Update CMap users for newly updated BambooHR employees
- Create monday.com boards for new CMap projects
- Create Azure DevOps work items for new CMap projects
- Update contacts in CMap from newly updated Pipedrive people
- Send emails via Gmail for new fee estimator updates in CMap
- Send emails via Gmail for newly closed projects in CMap
- Send emails via Gmail for new timesheet submissions in CMap
- Send Microsoft Outlook emails when fee estimators are newly-updated in CMap
- Send Microsoft Outlook emails for new potentials in CMap
- Send Microsoft Outlook emails when new projects are won in CMap
- Send emails via Gmail for newly updated projects in CMap
- Create CMap companies for new Float clients
- Create Pipedrive deals from new CMap potentials
- Create Float clients from new CMap companies
- Update CMap companies from updated Microsoft Dynamics 365 CRM accounts
Β
- Add new BambooHR time off requests to CMap
- Create Asana projects for new CMap potentials
- Update CMap users for newly-updated HiBob employees
- Send emails via Gmail for new potential projects in CMap
- Create CMap timesheet entries against internal codes from non-billable Clockify time entries
- Create CMap companies from new Microsoft Dynamics 365 CRM accounts
- Create monday.com items for new CMap projects
- Create GitHub issues for new projects in CMap
- Update Pipedrive organizations from new updated CMap companies
- Update Pipedrive people from newly updated CMap contacts
- Send emails via Gmail for newly won projects in CMap
- Send Microsoft Outlook emails for new companies in CMap
- Send Microsoft Outlook emails when new projects are updated in CMap
- Send Microsoft Outlook emails for new leads in CMap
- Send Microsoft Outlook emails when new projects are lost in CMap
- Send emails via Gmail for new live projects in CMap
- Create Pipedrive people from new CMap contacts
- Create Pipedrive organizations from new CMap companies
- Create CMap projects from new Microsoft Dynamics 365 CRM opportunities
- Update Microsoft Dynamics 365 CRM accounts from newly-updated CMap companies






