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CMap Software + Pipedrive

CMap Software + Pipedrive

CMap Software + Pipedrive integrations

Create projects in CMap from new Pipedrive deals

Re-keying won work from your CRM into your project delivery tool wastes time and invites errors. With this integration, whenever a new deal is added in Pipedrive, a matching project is automatically created in CMap Software - complete with the deal's linked organization and contact details - so your delivery team can start planning the moment a deal lands.

  1. When this happens...
    New Deal
    New Deal
    New DealTriggers when a new deal is created.
  2. automatically do this...
    Get Deal
    Get Deal
    Get DealRetrieves a specific deal by its ID.
  3. then do this...
    Find Organizations
    Find Organizations
    Find OrganizationsFinds organizations by ID or field search.
  4. then do this...
    Find Persons
    Find Persons
    Find PersonsFinds persons by ID or field search.
  5. then do this!
    Create Project
    Create Project
    Create ProjectCreates a new project.
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More things you can do with Pipedrive and CMap Software

Discover other triggers and actions you can use with Pipedrive and CMap Software

    • Activity filter
      Required
    Trigger
    Polling
    Try It
    • Copy
    • Filter
      Required
    • Deal status
    Trigger
    Polling
    Try It
  • Pipedrive triggers, actions, and search
    New Lead

    Triggers when a lead is created.

    Trigger
    Polling
    Try It
    • Note ID
      Required
    Trigger
    Polling
    Try It
    • Filter
      Required
    Trigger
    Polling
    Try It
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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
Related categories
pipedrive logo
About Pipedrive
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
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