Create Zoho CRM contacts from new CMap contacts
Contacts are often added by the delivery or finance team first, and until someone copies them into the CRM your sales team is working from an incomplete picture of who they deal with at each client. This integration runs whenever a new contact 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 contact list from the moment the record is created, so nobody has to rekey names, numbers, and email addresses or work out which contact exists where.
Notes: Because Zapier templates are built without a connected Zoho CRM account, the module field in step 3 is pre-filled with "Contacts." Check that this matches the module your contact records belong in and change it if your organisation uses a different or custom module.
Step 3 also requires a layout. Select the Zoho CRM layout you want new contacts created against once your account is connected.
You will need to map your CMap contact fields to the Zoho CRM fields in step 3 once your accounts are connected, as field names vary between Zoho CRM accounts.
Map the Zoho CRM account field in step 3 as well if you want each new contact linked to its parent client record rather than created on its own.
If you also run the companion Zap that creates CMap contacts from new Zoho CRM contacts, decide which system is the master for new contacts or add a filter, so a record created by one Zap does not trigger the other back again.
- When this happens...New ContactTriggers when a new contact is created.
- automatically do this...Find Contact by IDRetrieves detailed contact 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.
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- 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 companies from new Zoho CRM accounts
- Create CMap contacts from new Zoho CRM contacts
- Create CMap projects from new Zoho CRM deals
- Update CMap companies from updated Zoho CRM accounts
- Update CMap contacts from updated Zoho CRM contacts
- Update CMap projects from newly-updated Zoho CRM deals
- Create Zoho CRM accounts from new CMap companies
- Create Zoho CRM deals from new CMap potentials (Consulting Edition)
- Create Zoho CRM deals from new CMap projects (AEC Edition)
- Update Zoho CRM accounts from newly-updated CMap companies
- Update Zoho CRM contacts from newly-updated CMap contacts
- Update Zoho CRM deals from updated CMap projects
- Create CMap users from new Zoho CRM users






