Integrate CompanyCam + i360
improveit 360 is a cloud-based, flexible CRM solution specific to the home improvement industry.
In this article
Before you start
You must have an active account with both CompanyCam and i360 in order to integrate the two services.
Integrations are not available on Basic. Upgrade your plan to take advantage this feature.
To start integrating the two, you need to have the Admin or Manager role. If you don’t have that role, ask an Admin on your company’s account for permission; here's what they'll need.
Integrate CompanyCam + i360
Setup instructions are in the PDF Document below. It's recommended that you download the PDF and then refer to the videos below for setup if you run into any trouble.
Install Package & Authorize
Project ID Field & VisualForce Pages
Link Field, Field Set, First Time Setup
Field Mapping, Permission Set, & Test
If you need technical assistance to set up the integration please contact Alex: alex.pickens@companycam.com.
NOTE: Depending on your request, fees may apply.
Want to make work flows even easier? Now that you've got your CRM up and running, check out other
integration opportunities!
- Get measurements with Hover.
- Create quotes with SumoQuote.
- Organize project dates with TeamUp.
- Map your project areas with DroneDeploy.
- Don't see the integration you're looking for? Check out Zapier and their 3k+ partnering apps!