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CMap Software + Microsoft Dynamics 365 CRM

CMap Software + Microsoft Dynamics 365 CRM

Create CMap contacts from new Microsoft Dynamics 365 CRM contacts

Keeping contact records aligned between your CRM and CMap by hand means duplicated effort and out-of-date details. With this integration, whenever a new contact is added in Microsoft Dynamics 365 CRM, their details are automatically looked up, matched to the right company in CMap, and a new CMap contact is created against it. Everyone works from the same contact list without any re-keying.

  1. When this happens...
    New Contact
    New Contact
    New ContactTriggers when a new contact is created.
  2. automatically do this...
    Find Contact
    Find Contact
    Find ContactFinds a contact by email address or other searchable field.
  3. then do this...
    Find Companies by Query
    Find Companies by Query
    Find Companies by QueryFinds companies that match a search query.
  4. then do this!
    Create Contact
    Create Contact
    Create ContactCreates a contact.
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More things you can do with Microsoft Dynamics 365 CRM and CMap Software

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and CMap Software

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
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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 Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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