Create Microsoft Dynamics 365 CRM accounts from new CMap companies
Setting up a new client in your CRM by hand after they are added elsewhere wastes time and risks mismatched records. When a new company is created in CMap, this integration automatically creates a matching account in Microsoft Dynamics 365 CRM and assigns the right owner. Your teams keep a single, consistent client list across both systems without any duplicate data entry.
- When this happens...New CompanyTriggers when a new company is created.
- automatically do this...Find Company by IDRetrieves detailed company information by ID.
- then do this...Find UsersSearches for users.
- then do this!Create AccountCreates a new account.
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More things you can do with CMap Software and Microsoft Dynamics 365 CRM
Discover other triggers and actions you can use with CMap Software and Microsoft Dynamics 365 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 companies from new Microsoft Dynamics 365 CRM accounts
- Create CMap contacts from new Microsoft Dynamics 365 CRM contacts
- Create CMap projects from new Microsoft Dynamics 365 CRM opportunities
- 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
- Create Microsoft Dynamics 365 CRM opportunities from new CMap potentials
- Update Microsoft Dynamics 365 CRM opportunities from newly updated CMap projects
- 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 CMap contacts from updated Microsoft Dynamics 365 CRM contacts
- Update CMap projects from newly updated Microsoft Dynamics 365 CRM opportunities
- Create Microsoft Dynamics 365 CRM opportunities from new CMap projects (AEC Edition)






