Update Zoho CRM deals from updated CMap projects
Projects move on constantly, with values, dates and stages changing as work progresses, and unless someone repeats each edit in the CRM the deal behind it is soon out of date. This integration runs whenever a project is updated in CMap, looks that record up to pull through its current field values, finds the matching entry in your chosen Zoho CRM module and updates it with the new details. Your pipeline and forecasting always reflect the latest position on live work without anyone rekeying changes, so sales and delivery are looking at the same picture.
Notes: Because Zaps are built without a connected Zoho CRM account, the module field in steps 3 and 4 is pre-filled with "Deals." Check that this matches the module your opportunity records are stored in and change it if your organisation uses a different or custom module.
Step 3 finds the Zoho CRM deal by searching on the field that holds its CMap reference, so set the field name to your Zoho CRM custom field holding the CMap project ID and map the value from the project returned in step 2.
Step 4 requires a layout and an entry ID. Select the Zoho CRM layout your deals use and map the entry ID from the record found in step 3, so the edit is applied to the existing deal rather than creating a duplicate.
You will need to map your CMap project fields to the Zoho CRM fields in step 4 once your accounts are connected. Map only the fields you want kept up to date, as field names vary between Zoho CRM accounts.
Step 3 is set to halt if no matching deal is found, so the Zap will stop safely for any CMap project that does not yet have a Zoho CRM deal against it.
- When this happens...Project UpdateTriggers when a project is updated.
- automatically do this...Find Project by IDFinds a specific project by its ID.
- then do this...Find Module EntryFinds an entry in a module
- then do this!Update Module EntryUpdate existing entry in the selected module
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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
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- Update Zoho CRM accounts from newly-updated CMap companies
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