Integrate CompanyCam + HubSpot

This Integration allows CompanyCam & HubSpot to communicate automatically. All Documents added in CompanyCam will sync to HubSpot automatically and a CompanyCam Project link will be available in HubSpot. Deals or Contacts created in HubSpot will create a Project in CompanyCam.

Before you Start

You must have an active account with both CompanyCam and HubSpot in order to integrate the two services.
You must have Admin Privileges in both CompanyCam and HubSpot in order to integrate the two.

What is HubSpot?

HubSpot is a CRM platform with all the software, integrations, and resources you need to connect marketing, sales, content management, and customer service. Each product in the platform is powerful on its own, but the real magic happens when you use them together.

How it works

Once Integrated, either Deals or Contacts from HubSpot create a matching Project in CompanyCam. Take Photos in this Project and upload Documents as normal and see a Project link available in your HubSpot Contact or Deal providing easy access to Project photos. Scanned Documents inside of a CompanyCam Project will also automatically sync to that HubSpot entry.

1. Create Contact or Deal in HubSpot.

2. Find the matching Project in CompanyCam and take Photos and Upload Documents as normal.

3. A CompanyCam link out will be available in the " Notes" section of the HubSpot entry. Documents from CompanyCam will show up under " Attachments."

Setup

Please see the documentation linked below to integrate:

1. Open CompanyCam On the left-hand side, under Resources, select Integrations.

2. Look for the HubSpot card under the different Integration options, Select the card and then click Connect.

3. Select Continue to link your Procore account to CompanyCam.

4. Next you will Log in with your HubSpot account.

5. Use your HubSpot credentials to log in and pick the company you are setting up.
6. Choose if you would like to have a new Deal or Contact create Projects in CompanyCam. 7. That's it! You are integrated. To make any changes select the Edit button.

If you need support integrating or have any issues with the integration reach out to support@companycam.com

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