The ContractorFlow integration connects your CompanyCam Projects to your ContractorFlow Opportunities. ContractorFlow is a Salesforce-based CRM built for home improvement contractors to manage leads, sales, and production in one place. Once connected, creating an Opportunity in ContractorFlow automatically creates a matching Project in CompanyCam, so job photos and files stay attached to the deal without extra data entry.
This integration is only available on the web app.
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 can focus on generating revenue and offering a better customer experience. It manages leads, sales, and production in one place, so teams can track a deal from first contact through completed job.
Setting up the integration
Note: Admins and Managers in CompanyCam, along with the proper permissions in ContractorFlow, can set up this integration.
To connect CompanyCam and ContractorFlow, contact ContractorFlow support at [email protected]. They'll complete the setup for you.
How it works
Create an Opportunity in ContractorFlow. Click the drop-down arrow in the top-right corner, then click Create as Project in CompanyCam.
CompanyCam creates a matching Project using the Opportunity's information.
Open the Opportunity in ContractorFlow and check the CompanyCam Project Tab. The Project address will appear there, confirming the Project was created successfully.
Click into the CompanyCam Project Tab any time to open the CompanyCam Project and view its Photos and Files.
Upload Photos and Files to the Project in CompanyCam. They'll sync back to the Opportunity in ContractorFlow under the CompanyCam Project Tab.
Important: The ContractorFlow team supports this integration. If you need additional support integrating or have any issues with the integration, reach out to [email protected].