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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Keeping contact records aligned between your CRM and CMap by hand means duplicated effort and out-of-date details.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.
- When this happens...New ContactTriggers when a new contact is created.
- automatically do this...Find ContactFinds a contact by email address or other searchable field.
- then do this...Find Companies by QueryFinds companies that match a search query.
- then do this!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
- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
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- Update CMap companies from updated Microsoft Dynamics 365 CRM accounts
- Update Microsoft Dynamics 365 CRM accounts from newly-updated CMap companies
- Update CMap contacts from updated Microsoft Dynamics 365 CRM contacts
- Create Microsoft Dynamics 365 CRM contacts from new CMap contacts
- Update Microsoft Dynamics 365 CRM contacts from newly updated CMap contacts
- Update CMap projects from newly updated Microsoft Dynamics 365 CRM opportunities
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- Create Microsoft Dynamics 365 CRM opportunities from new CMap projects (AEC Edition)
Related Zap Templates
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- Create CMap projects from new Microsoft Dynamics 365 CRM opportunities
- Update Microsoft Dynamics 365 CRM accounts from newly-updated CMap companies
- Update Microsoft Dynamics 365 CRM contacts from newly updated CMap contacts
- Update Microsoft Dynamics 365 CRM opportunities from newly updated CMap projects






