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Capsule CRM + CMap Software + Filter by Zapier

Capsule CRM + CMap Software + Filter by Zapier

Capsule CRM + CMap Software integrations

Update CMap companies when new Capsule CRM organisations are updated

Client company details drift out of date the moment someone changes an address or phone number in Capsule CRM, and a stale address in CMap ends up on an invoice or a piece of correspondence before anyone notices. This integration runs whenever a contact is updated in Capsule CRM, checks that the record is an organisation rather than a person, retrieves the full organisation record, finds the linked CMap company using the CMap company ID stored against the Capsule record, and writes the latest telephone, website and full postal address back to it. Your client records stay aligned across both systems without anyone updating the same details twice, so finance and delivery teams always bill and correspond using current information.

*Notes: On step 4, map the CMap company ID from the Capsule custom field that was populated by the "Create CMap companies for new Capsule CRM organisations" template. Matching on the stored ID rather than the company name means the update still lands on the right record when a client is renamed or rebranded.

Set up and run the create template first. If the custom field is empty, there is no ID to look up and this Zap will stop at step 4.

Capsule CRM does not use separate record types for companies and people. Everything is a Contact with a "Type" field set to either person or organisation, so the Filter step is required to make sure only organisations reach the Update Company action.

Capsule custom fields only appear in the Zap editor once you have connected a live Capsule account, so connect Capsule and then refresh the step if the field is not listed.

Companies added to CMap before this pairing was set up will not have an ID stored in Capsule. Backfill the field for those records, or match them manually, so they are picked up by this Zap.*

  1. When this happens...
    New or Updated Contact
    New or Updated Contact
    New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
  2. automatically do this...
    Only continue if...
    Only continue if...
    Only continue if...Set up rules to specify when this Zap can continue running.
  3. then do this...
    Find Contact
    Find Contact
    Find ContactFinds a Person or Organisation.
  4. then do this...
    Find Company by ID
    Find Company by ID
    Find Company by IDRetrieves detailed company information by ID.
  5. then do this!
    Update Company
    Update Company
    Update CompanyTriggers when a company is updated.
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    • Contact
      Required
    • Name
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    • Board
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    • Opportunity
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    • Name
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    • Description
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    • Actual Close Date
    • Currency
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    • Owner
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About Capsule CRM
Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
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About CMap Software
CMap Software is a cloud-based Project Management/PSA platform designed for professional services firms, such as architects, engineers, and consulting firms
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About Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
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