Update Zoho CRM deals from updated CMap projects
Projects move on constantly, with values, dates and stages changing as work progresses, and unless someone repeats each edit in the CRM the deal behind it is soon out of date. This integration runs whenever a project is updated in CMap, looks that record up to pull through its current field values, finds the matching entry in your chosen Zoho CRM module and updates it with the new details. Your pipeline and forecasting always reflect the latest position on live work without anyone rekeying changes, so sales and delivery are looking at the same picture.
- When this happens...Project UpdateTriggers when a project is updated.
- automatically do this...Find Project by IDFinds a specific project by its ID.
- then do this...Find Module EntryFinds an entry in a module
- then do this!Update Module EntryUpdate existing entry in the selected module
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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.
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Triggers when a project is lost.
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- 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.
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