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Productivity Integration
CMap + Microsoft Outlook
Key CMap events, turned into emails from Outlook.
Set up once with Zapier: no code, no manual chasing.
The right people are notified automatically.
Events across sales, CRM & delivery
Event happens
Sales & pipeline alerts
Client & contact updates
Project & delivery events
Your team's mailbox
Email sent
What syncs
Emails triggered by eleven CMap events across sales, CRM and delivery
How it runs
Automatically via Zapier, the moment an event happens in CMap
Works with
Microsoft Outlook, using prebuilt Zap templates
Included in
Both the Consulting and AEC editions
What the integrations does
The moments that matter, straight to an inbox.
Choose the CMap events worth knowing about. Each one sends a tailored email from Outlook the instant it happens, with the detail pulled straight from CMap.
CMap
→
Outlook
CMap
↔
Outlook
Outlook
→
CMap
Sales & pipeline alerts
New leads and potentials, plus won and lost outcomes, trigger an email so business development and leadership stay across the pipeline.
CMap
↔
Outlook
Outlook
→
CMap
CMap
→
Outlook
Client & contact updates
When a company or contact is created in CMap, an email goes out automatically, keeping account and finance teams aligned on new relationships.
CMap
↔
Outlook
Outlook
→
CMap
CMap
→
Outlook
Project & delivery events
Project creation, updates and closure, fee estimate changes and timesheet submissions each send an email so delivery and finance never miss a step.
Why it matters
Nothing slips. Nobody chases.
CMap knows when things happen. Outlook is where your team already works. This integration connects the two, automatically.
Nothing slips through
The right people are notified the moment an event happens in CMap, not hours or days later.
No manual chasing
Emails send themselves, freeing your team from repetitive status updates and reminders.
In the tools you already use
Alerts land in the Outlook inboxes your team already lives in, with no new app to learn.
No code required
Prebuilt Zap templates get each workflow live in minutes, with no developer needed.
getting set up
Live in minutes, not weeks.
Each workflow starts from a prebuilt Zap template. Three steps, then it just runs. Pick the CMap event, connect Outlook, and populate the To field, then turn the Zap on.
Open a Zap template
Choose the CMap event you want to send an email for.
Connect CMap & Outlook
Authorise both accounts in Zapier, just once.
Set recipient & message
Populate the To field, tailor the email, and turn the Zap on.
Frequently asked questions
How many Zaps can I run?
As many as you need. Each CMap event has its own Zap template, and you can run several side by side, each with its own recipient and message.
Is the integration available on both editions?
Yes. It is available on both the Consulting and AEC editions of CMap.
Why do I have to fill in the To field?
The Zap templates leave the To field blank on purpose, because the right recipient depends on your process. You populate it with a fixed address or a field from the CMap record. If it is left blank, the Zap cannot send.
Do I need any code to set this up?
No. Each workflow uses a prebuilt Zap template. You connect your CMap and Microsoft Outlook accounts in Zapier, populate the To field, tailor the email and turn the Zap on.
Which CMap events can trigger an email?
Eleven events across sales, CRM and delivery: new company, new contact, new lead, new potential, potential won, potential lost, fee estimate updated, new project, project updated, project closure and timesheet submitted.
Does CMap integrate with Microsoft Outlook?
Yes. Using Zapier, events in CMap can automatically send an email from Microsoft Outlook. CMap publishes prebuilt Zap templates for eleven trigger events, so you can connect the two in minutes with no code.
integrations
CMap, embedded in your wider tech stack
Microsoft Outlook is one of the many tools CMap connects to through Zapier and its core integrations, so CMap fits the way your firm already works, alongside the accounting, CRM and collaboration tools your business runs on.
View all integrations
