Update Capsule CRM contacts when CMap contacts are updated
Contact 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 calling an old number or emailing an address that no longer works. This integration runs whenever a contact is updated in CMap, retrieves the full contact record, finds the matching person in Capsule CRM, and writes the latest name, job title, email and phone details back to that record. Your CRM stays aligned with the system your finance team actually maintains, so nobody updates the same person twice and nobody works from stale information.
*Notes: Step 3 is left blank on purpose. Connect your Capsule account first, then set "Search using" to the custom field that holds the CMap contact 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.
The CMap contact ID is written to Capsule by the "Create Capsule CRM contacts for new CMap contacts" template. Set that Zap up and let it run first, because if no Capsule record holds the ID this Zap will find nothing and stop at step 3.
Matching on the stored ID rather than a name or email address means the update still lands on the right record when someone changes their surname or moves to a new email address.
Contacts 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.
This template sends data from CMap to Capsule, the opposite direction to the Capsule contact 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.*
- When this happens...Update ContactTriggers when a contact is updated.
- automatically do this...Find Contact by IDRetrieves detailed contact information by ID.
- then do this...Find ContactFinds a Person or Organisation.
- then do this!Update an existing Contact
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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 potentials (Consulting Edition)
- Create Capsule CRM opportunities for new CMap projects (AEC Edition)
- Update Capsule CRM organisations when new CMap companies are updated
- Update Capsule CRM opportunities when new CMap projects are updated






