Update projects in CMap from newly updated Pipedrive deals
When a deal moves forward in your CRM, the project in your delivery system can quickly fall out of date if someone has to update it by hand. Whenever a new deal is updated in Pipedrive, this integration finds the linked project in CMap and updates it so commercial changes reach your delivery team automatically. That keeps your projects aligned with the latest deal information without any manual rekeying.
Note: you will need to map your CMap fields (Office, Business Unit, Project Type, Sector, Lead Source, Fee Type, Estimated Start Date and Estimated End Date) to the matching custom fields in Pipedrive, taking their values from the 2. Find Deals step.
Note: this workflow relies on the CMap Project ID already being tracked against the deal from the deal creation workflow. You will need to map that CMap Project ID in the 5. Find Project by ID step so the correct project is updated.
- When this happens...Updated DealTriggers when an existing deal is updated.
- automatically do this...Find DealsTriggers when a new deal is created.
- then do this...Find OrganizationsFinds organizations by ID or field search.
- then do this...Find PersonsFinds persons by ID or field search.
- then do this...Find Project by IDFinds a specific project by its ID.
- then do this!Update ProjectUpdates an existing project.
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More things you can do with Pipedrive and CMap Software
Discover other triggers and actions you can use with Pipedrive and CMap Software
- Activity filterRequired
Try ItTriggerPolling- Copy
- FilterRequired
- Deal status
Try ItTriggerPolling- New Lead
Triggers when a lead is created.
Try ItTriggerPolling - New Note
Triggers when a new note is created.
Try ItTriggerInstant
- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - New Deal
Triggers when a new deal is created.
Try ItTriggerInstant - Note IDRequired
Try ItTriggerPolling- FilterRequired
Try ItTriggerPolling
Related Zap Templates
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- 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
- Update Pipedrive people from newly updated CMap contacts
- Create projects in CMap from new Pipedrive deals
- Create Pipedrive people from new CMap contacts
- Create Pipedrive deals from new CMap potentials
- Create Pipedrive organizations from new CMap companies






