Create Zoho CRM accounts from new CMap companies
Not every client starts life in the CRM. When a new company is set up in your delivery and finance system first, someone has to remember to add it to the CRM as well, and until they do your sales team is working from an incomplete client list. This integration runs whenever a new company is created in CMap, looks that record up to pull through its full set of fields, and then creates a matching entry in your chosen Zoho CRM module. Both systems hold the same client list from the moment the company is set up, so nobody has to rekey details or chase which record exists where.
- When this happens...New CompanyTriggers when a new company is created.
- automatically do this...Find Company by IDRetrieves detailed company information by ID.
- then do this!Create Module EntryCreates a new entry in a module
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More things you can do with CMap Software and Zoho CRM
Discover other triggers and actions you can use with CMap Software and Zoho 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






