Once CompanyCam and HubSpot are connected, new Deals and Contacts create Projects, and your Files sync back automatically. This article covers how the sync works, how to use Deals and Contacts, how to send a Checklist, and how to set up your HubSpot forms. New here? Start with Connecting CompanyCam to HubSpot.
This feature is only available on the web app.
How the integration works
Any new HubSpot Deal or Contact that matches your trigger settings creates a matching Project in CompanyCam. The two stay linked from there. A Universal Link to the Project shows up in the Notes section of the Deal or Contact, so anyone can jump to the Project from either side.
Any Files you upload to the Project sync to the Attachments section of the linked Deal or Contact, keeping the documentation in one place.
Note: Only Files uploaded to the Project sync to HubSpot. Photos and Checklists don't sync directly. To send a Checklist, see Exporting a Checklist to HubSpot below.
Using Deals
In HubSpot, select the Pipeline, click Add deals, then click Create New.
Fill out these fields before you click Create:
Deal Name so it's easy to spot in CompanyCam.
Pipeline matching the one you chose during setup.
Deal Stage matching your trigger stage, if you set one.
Associate Deal with a Contact that has a saved address. CompanyCam pulls the property address from that Contact. Without it, the Project is created with no address.
Open CompanyCam and find the new Project under your recent Projects. Capture Photos and upload Files as usual.
Back in HubSpot, open the Deal. The Universal Link in the Notes section takes you straight to the Project on web or mobile. Files you upload to the Project sync to the Attachments section automatically.
Using Contacts
In HubSpot, go to Contacts, click Add Contacts, then click Create New.
Fill out these fields before you click Create:
First and Last Name so the Contact is easy to spot in CompanyCam.
Email, required by HubSpot to create the Contact.
Address so CompanyCam can populate the Project's property address.
Lifecycle Stage matching your trigger stage, if you set one.
Open CompanyCam and find the new Project under your recent Projects. Capture Photos and upload Files as usual. The contact info syncs into the Contact Info section of the Project.
Back in HubSpot, open the Contact. The Universal Link in the Notes section takes you straight to the Project on web or mobile. Files you upload to the Project sync to the Attachments section automatically.
Exporting a Checklist to HubSpot
Checklists don't sync automatically, but you can send one over as a PDF.
Open a Checklist in your Project, click the three dots, and select Export to PDF.
Toggle on Add to Saved Files, then click Export.
The PDF saves to CompanyCam and syncs to the Attachments section of the linked Deal or Contact.
Adding the Associate Deal With section to the Create Deal form
Note: These steps are performed in HubSpot's web settings and require Admin access in HubSpot.
If the Associate Deal with section isn't there when you create a Deal, add it.
In HubSpot, click the Settings icon.
Under Data Management, click Objects.
In the Select an Object dropdown, choose Deals.
On the Setup tab, click Customize the 'Create Deal' form.
Click Add Associations.
Select both Contacts and Companies.
Click Save and Close.
Adding address fields to the Create Contact form
Note: These steps are performed in HubSpot's settings and require Admin access in HubSpot.
If the address fields aren't there when you create a Contact, add them.
In HubSpot, click the Settings icon.
Under Data Management, click Objects.
In the Select an Object dropdown, choose Contacts.
On the Setup tab, click Customize the 'Create Contact' form.
Click Add Properties.
Select Contact Information.
Select these address fields: City, Postal Code, State/Region, and Street Address.
Click Save and Close.
FAQ's
Why was my Project created without an address?
Why was my Project created without an address?
A Project is created without an address when the Deal has no associated Contact with a saved address, or when the address fields are missing from your HubSpot form. Add the fields with the steps above.
Why is the Associate Deal With section missing?
Why is the Associate Deal With section missing?
The Associate Deal with section can be added to your Create Deal form in HubSpot's settings. See Adding the Associate Deal With above.
Why don't I see address fields on the Contact form?
Why don't I see address fields on the Contact form?
Address fields can be added to your Create Contact form in HubSpot's settings. See Adding address fields above.
What creates a new Project in CompanyCam?
What creates a new Project in CompanyCam?
A new Project is created by any HubSpot Deal or Contact that matches the trigger stage you set during setup. Leave the stage blank, and every new Deal or Contact creates one.
Do Photos sync to HubSpot?
Do Photos sync to HubSpot?
Photos don't sync to HubSpot. Only Files uploaded to the Project sync, and they appear in the Attachments section of the linked Deal or Contact.
Do Checklists sync to HubSpot?
Do Checklists sync to HubSpot?
Checklists don't sync automatically. Export the Checklist as a PDF, and it syncs to the Attachments section. See Exporting a Checklist to HubSpot above.
💡 Need more help?
Contact our Support team— we're here Monday through Friday.
The CompanyCam Community has real job-site examples, templates, and tips from crews using this every day. Jump in with a question or just browse.