Before you start
You must have an active account with both CompanyCam and MarketSharp in order to integrate the two services.
Integrations are not available on the Basic plan in CompanyCam. Upgrade your plan to take advantage of this feature.
You must have Admin or Manager privileges in both CompanyCam and MarketSharp in order to integrate. 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 MarketSharp?
MarketSharp is an all-in-one platform created to manage remodeling & home-improvement construction projects. Unlike other CRM tools, remodeling CRM software is designed with industry-specific tools like lead and customer management, production process workflows, and sales and estimating tools. This cloud-based software streamlines daily remodeling work, saving time and boosting productivity.
Setup
Please see the documentation linked below to integrate:
How it works
Once a Contact or a Job is created in MarketSharp, you will have the option to create a matching Project in CompanyCam. You can take photos and videos in CompanyCam (they will not sync over). A Link out to the CompanyCam project will be available in the MarketSharp Job for easy access.
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!