Before you start
You must have active accounts with both CompanyCam and Google Drive
Integrations require specific plan levels. Ensure that you’re on a paid plan in CompanyCam and the correct plan in Google Drive to utilize this integration.
You must have Admin or Manager privileges in CompanyCam and the correct permissions in Google Drive. If you or another User needs their permissions updated in CompanyCam here is how.
What is Google Drive?
Google Drive, part of Google Workspace, lets you securely store, intelligently organize, and collaborate on files and folders from anywhere, on any device!
With Google Drive, you can safely store and access your files anywhere. Edit and store 100+ file types, including PDFs, Office files, videos, and more!
How it works
When you first connect the integration this will create a folder called CompanyCam. From here any new Projects added to CompanyCam will create a sub-folder in Google Drive under your main folder. Then Photos, Videos, and Documents will sync to that subfolder created from CompanyCam! If the subfolder is moved to another location new content will still sync back to the subfolder in Google Drive.
1. Once Integrated you should see that a new main "CompanyCam Projects" folder is created. This is where your subfolders for your Projects will go. Those sub-folders will include Photos, Videos, and Documents from the tied CompanyCam project.
2. Next simply work on your CompanyCam projects as normal! When you create a new Project in CompanyCam a matching sub folder will be added to your main CompanyCam Folder in Google Drive.
3. When Photos, Videos, or Documents are captured within CompanyCam, these will then sync to that tied subfolder in Google Drive.
Setup
1. Start in CompanyCam. Under Resources, select the Integrations button.
2. Find the Google Drive card and select it.
3. Select Connect.
4. Hit Save.
5. Next it will have you choose which Google account you're looking to integrate with. Choose the correct one in your case and then hit "Allow."
6. That's it! You should now be connected to Google Drive.
Note: If you ever need to reintegrate this will create a new main CompanyCam folder in your Google Drive where Projects and Content will sync to. You can simply move the new Folder to where the original is to reference either Folder for Projects and Content. Photos captured in a Project tied to an older Folder will still sync as normal!
If you need support integrating or have any issues with the integration, reach out to [email protected] or reach out to our live chat!
Want to make workflows even easier? Now that you've got your CRM up and running, check out other integration opportunities!