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CMap Software + Pipedrive

CMap Software + Pipedrive

CMap Software + Pipedrive integrations

Update projects in CMap from newly updated Pipedrive deals

When a deal moves forward in your CRM, the project in your delivery system can quickly fall out of date if someone has to update it by hand. Whenever a new deal is updated in Pipedrive, this integration finds the linked project in CMap and updates it so commercial changes reach your delivery team automatically. That keeps your projects aligned with the latest deal information without any manual rekeying.

  1. When this happens...
    Updated Deal
    Updated Deal
    Updated DealTriggers when an existing deal is updated.
  2. automatically do this...
    Find Deals
    Find Deals
    Find DealsTriggers when a new deal is created.
  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...
    Find Project by ID
    Find Project by ID
    Find Project by IDFinds a specific project by its ID.
  6. then do this!
    Update Project
    Update Project
    Update ProjectUpdates an existing 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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