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Capsule CRM + CMap Software

Capsule CRM + CMap Software

Capsule CRM + CMap Software integrations

Update Capsule CRM organisations when new CMap companies are updated

Client company details are often corrected in CMap by the person raising an invoice or chasing a payment, and unless someone repeats the change in Capsule CRM the sales team carries on working from an old address or phone number. This integration triggers automatically whenever a company is updated in CMap, retrieves the full company record, finds the matching Capsule organization by searching for the CMap company ID held against it, and writes the latest details back to that record. Your CRM stays aligned with the system your finance team actually maintains, so nobody updates the same client twice and nobody works from stale information.

Note: Step 3 is left blank on purpose. Connect your Capsule account first, then set "Search using" to the custom field that holds the CMap Company ID. Capsule custom fields only appear in the Zap editor once a live account is attached, which is why the field cannot be pre-filled in the template. Matching on the stored CMap ID rather than the company name means the update still lands on the right record when a client is renamed or rebranded. Companies that existed before this pairing was set up will not have their CMap ID stored in Capsule. Backfill the custom field for those records, or match them manually, so they are picked up by this Zap. Step 4 is the Update Contact action, which Capsule also uses for organisations. The First name, Last name and Job title fields do not apply to an organisation record, so leave them blank and map the company name, phone number, email and address details instead. This template sends data from CMap to Capsule, the opposite direction to the Capsule company templates. If you run both directions at once, scope them so an update made by one Zap does not trigger the other and cause the pair to loop.

  1. When this happens...
    Update Company
    Update Company
    Update CompanyTriggers when a company is updated.
  2. automatically do this...
    Find Company by ID
    Find Company by ID
    Find Company by IDRetrieves detailed company information by ID.
  3. then do this...
    Find Contact
    Find Contact
    Find ContactFinds a Person or Organisation.
  4. then do this!
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    Update an existing Contact
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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

  • CMap Software triggers, actions, and search
    New Company

    Triggers when a new company is created.

    Trigger
    Instant
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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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