Create Zoho CRM deals from new CMap potentials (Consulting Edition)
New opportunities are often raised in the system your delivery and finance teams work in, and until someone retypes them into the CRM your sales pipeline is missing work that is already being scoped. This integration runs whenever a new potential is created in CMap, looks that record up to pull through its full set of fields, and then creates a matching entry in your chosen Zoho CRM module. Your pipeline reflects every live opportunity from the moment it is raised, so forecasting and reporting are built on the full picture without anyone rekeying deal details.
- When this happens...New PotentialTriggers when a new potential is created.
- automatically do this...Find Project by IDFinds a specific project by its ID.
- then do this!Create Module EntryCreates a new entry in a module
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with CMap Software and Zoho CRM
Discover other triggers and actions you can use with CMap Software and Zoho 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






