Before you start
You must have an active paid account with CompanyCam and ContractorFlow to integrate the two services.
Integrations are not available on Basic. Upgrade your plan to take advantage of this feature.
You must have Admin or Manager privileges in CompanyCam and the proper permissions in ContractorFlow to integrate the two. If you don't have that role, ask an Admin or Manager on your company's account for permission; here's what they'll need.
What is ContractorFlow?
ContractorFlow helps home improvement contractors accelerate the growth of their business and improve profitability by reducing deal time and increasing average deal size. ContractorFlow provides powerful reporting and analytics in real time allowing owners to manage their business from anywhere in the world. With CFlow’s efficiency gains, employees get to focus on generating revenue and offer a better customer experience.
Streamline your Leads, Sales, and Production flow in one program. The Contractor Flow app is built on Salesforce, the #1CRM-Platform in the world. Leverage the power of Salesforce without having to recreate the wheel and leverage thousands of integratable tools for your business.
How it works
The CompanyCam and ContractorFlow integration enables users to create an Opportunity in ContractorFlow and subsequently create a Project in CompanyCam by clicking the drop-down arrow at the top right-hand corner and then clicking Create as Project in CompanyCam.
Once this is done, a CompanyCam Project will be created with the information of the Opportunity.
The Opportunity in ContractorFlow should then show the address of the Opportunity under the CompanyCam Project tab. This will confirm that a Project has successfully been created in CompanyCam.
The CompanyCam Project Tab in ContractorFlow allows you to open the CompanyCam project and view the Photos and Documents uploaded to the Project in CompanyCam.
After establishing this connection, you can upload Photos and Documents to the CompanyCam Project, which will sync back to the Opportunity on the ContractorFlow website under the CompanyCam Project tab.
Setup
To set up the integration, please contact ContractorFlow support. They can complete this process for you.
If you 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!