Update Microsoft Dynamics 365 CRM accounts from newly-updated CMap companies
When you change a client's details in CMap, updating the same record in your CRM by hand is slow and easy to forget. When a company is updated in CMap, this integration automatically finds the matching account in Microsoft Dynamics 365 CRM and updates it so both systems hold the same information. Your teams keep one accurate client record across both platforms without any manual re-entry.
- When this happens...Update CompanyTriggers when a company is updated.
- automatically do this...Find Company by IDRetrieves detailed company information by ID.
- then do this...Find AccountFinds an account by name.
- then do this!Update AccountUpdates an 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
- Create Microsoft Dynamics 365 CRM accounts from new CMap companies
- Update CMap companies from updated Microsoft Dynamics 365 CRM accounts
- 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)






