Before you start
You must have an active account with CompanyCam and ProLine 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 ProLine?
ProLine is a communication-first CRM tailored for residential roofing and contracting businesses, built to manage every step of the customer journey. From lead capture to final review, ProLine streamlines estimating, job production, invoicing, payments, and reporting—all while keeping teams, clients, and leads connected. By prioritizing communication, ProLine elevates the customer experience and provides crucial information throughout the entire process. With robust automation, flexible workflows, and key industry integrations, ProLine simplifies daily operations. The result? Contractors stay organized and grow their businesses.
How it works
CompanyCam Projects can be created through automation steps within ProLine. When these are created, the Name, Address, and Contact details are shared from ProLine to CompanyCam.
ProLine Projects can be synced with CompanyCam. When a project is synced, links to the photos and documents from the Company Cam project will be added to the ProLine Project. The data will stay within CompanyCam, but can be used in ProLine.
Setup
Please see the documentation linked below to integrate:
Video Setup
If you need support integrating or have any issues with the integration, reach out to [email protected] or check out their ProLine support help guide.
Want to make workflows even easier? Now that you've got your CRM up and running, check out other integration opportunities!