Create Capsule CRM opportunities for new CMap potentials (Consulting Edition)
Bids and proposals often get logged in CMap first by the person putting the fee together, and unless someone remembers to raise the matching opportunity in Capsule CRM the sales pipeline understates what the business is actually chasing. Set up this integration to automatically run whenever a new potential is created in CMap, pull back the linked project, contact and company records, and create a matching opportunity in Capsule CRM against the right client contact. Your pipeline reflects every live bid as soon as it is logged, so sales can forecast accurately without anyone entering the same opportunity twice.
Note: Step 5 needs a Pipeline value, which Capsule does not receive from CMap. Either set it to a fixed pipeline if all new work follows the same process, or map it from a CMap field if you track it there.
The Contact field on step 5 is mapped from the first and last name returned by step 3. That person must already exist in Capsule as a contact, so run the contact and organization templates first or use "Add search step" to find or create them.
Steps 2, 3 and 4 look the project, contact and company up by ID so the opportunity is attached to the right client. If a potential in CMap has no contact or company against it, those steps will not return a record and the Zap will stop.
Optional Capsule fields such as Description, Expected Close Date, Currency and Tags can be mapped from the CMap potential if you hold that detail, and left blank if not. This template sends data from CMap to Capsule, the opposite direction to the Capsule opportunity templates. If you run both directions at once, scope them so an opportunity created by one Zap does not trigger the other and create a duplicate.
- 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...Find Contact by IDRetrieves detailed contact information by ID.
- then do this...Find Company by IDRetrieves detailed company information by ID.
- then do this!Create OpportunityCreates a new Opportunity.
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More things you can do with CMap Software and Capsule CRM
Discover other triggers and actions you can use with CMap Software and Capsule 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 contacts for new Capsule CRM contacts
- Create CMap companies and update CMap contacts for new Capsule CRM organisations
- Create CMap projects for new Capsule CRM opportunities
- Update CMap contacts when Capsule CRM contacts are updated
- Update CMap companies when new Capsule CRM organisations are updated
- Update CMap projects when new Capsule CRM opportunities are updated
- Create Capsule CRM organisations for new CMap companies
- Create Capsule CRM contacts for new CMap contacts
- Create Capsule CRM opportunities for new CMap projects (AEC Edition)
- Update Capsule CRM organisations when new CMap companies are updated
- Update Capsule CRM contacts when CMap contacts are updated
- Update Capsule CRM opportunities when new CMap projects are updated






