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  • Capsule CRM logoCapsule CRM logo
  • CMap Software logoCMap Software logo
  • Capsule CRM logoCapsule CRM logo
  • CMap Software logoCMap Software logo

Capsule CRM + Capsule CRM + Filter by Zapier + CMap Software

Capsule CRM + Capsule CRM + Filter by Zapier + CMap Software

Capsule CRM + Capsule CRM integrations

Create CMap companies and update CMap contacts for new Capsule CRM organisations

New clients added in Capsule CRM have to be set up again in CMap before any project work can start. This integration automatically triggers when a new contact is created in Capsule CRM, checks the record is an organization, creates a matching company in CMap, and stores the new company ID back on the Capsule record. Every client is ready to work on as soon as it reaches the CRM, with no rekeying.

  1. When this happens...
    New or Updated Contact
    New or Updated Contact
    New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
  2. automatically do this...
    Only continue if...
    Only continue if...
    Only continue if...Set up rules to specify when this Zap can continue running.
  3. then do this...
    Find Contact
    Find Contact
    Find ContactFinds a Person or Organisation.
  4. then do this...
    Create Company
    Create Company
    Create CompanyCreates a company.
  5. then do this!
     logo
     logo
    Update an existing Contact
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More things you can do with these apps

Discover other triggers and actions you can use with Capsule CRM, Filter by Zapier, and more

    • Action
      Required
    Trigger
    Instant
    Try It
    • Action
      Required
    Trigger
    Instant
    Try It
    • Contact
      Required
    • Name
      Required
    • Board
    • Description
    • Expected Close Date
    • Track
    • Opportunity
    • Owner
    • Tags
    • Status
    Action
    Write
    • Entity Type
      Required
    Action
    Write
    • Action
      Required
    Trigger
    Instant
    Try It
    • Action
      Required
    Trigger
    Instant
    Try It
    • Entity Type
      Required
    • Activity Type
    • Note
      Required
    Action
    Write
    • Contact
      Required
    • Pipeline
      Required
    • Name
      Required
    • Description
    • Expected Close Date
    • Actual Close Date
    • Currency
    • Duration Basis
    • Owner
    • Track
    • Tags
    Action
    Write
capsulecrm logo
About Capsule CRM
Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
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filter logo
About Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
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cmappsa logo
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
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