Before you start
You must have an active account with CompanyCam and Siro.ai to integrate.
Integrations are not available on Basic. Upgrade your plan to take advantage of 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.
What is Siro.ai
Siro is an application on mobile devices that records, transcribes, and analyzes all in-person conversations. Siro’s mission is to make careers in field sales the most accessible path to financial freedom. Siro's AI is trained on millions of field sales conversations (and growing daily) to show leadership what's working in the field and help identify areas of improvement.
Setup
How it works
Siro’s integration with CompanyCam simplifies the job for owners and managers by providing a clear, reliable record of each job. With onsite photos automatically synced into Siro’s system, both leaders and field personnel gain a visual and audio record of every interaction, helping reps and technicians improve. Simply hit record in Siro, and watch photos seamlessly attach to each conversation.
What can you expect?
Ensure you have end-to-end visibility with not only photos taken at the job, but also where reps could have upsold the customer.
Protect yourself from liability by recording every field interaction and capturing photo evidence.
Unify your tech stack by being able to easily jump between your two sources of truth – Siro & CompanyCam.
FAQs
How do I set up this integration?
How do I set up this integration?
To set up this integration and provision your account, you'll have your Siro Admin log in to CompanyCam and open the Integrations Tab within the left-hand navigation menu. Next, find and open the Siro.ai card and click on the website jumplink to open Siro.ai and connect the integration.
Is the Siro integration legal?
Is the Siro integration legal?
Yes, 11 states require consent to record. Thousands of techs seamlessly use Siro in these states simply by asking for permission to record.
How does Siro's AI work?
How does Siro's AI work?
Siro’s AI is trained on millions of face-to-face sales conversations, allowing Siro to pinpoint key moments within conversations and to suggest improvements.
Need Support?
If you need support integrating or have any issues with the integration, reach out to [email protected].
Want to make workflows even easier? Now that you've got your CRM up and running, check out other integration opportunities!