CompanyCam

HubSpot is a CRM for managing your marketing, sales, and customer records in one place. Connect it to CompanyCam, and every new Deal or Contact can spin up a matching Project automatically, so your job-site documentation lives right alongside the customer record. This article covers connecting the two. For how the sync works once you're set up, see <a href="https://help.companycam.com/en/articles/15424828-using-the-companycam-hubspot-integration">Using the CompanyCam + HubSpot Integration.</a>

This feature is only available on the web app.

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Important: Connect to the newest version, HubSpot V2. Search for HubSpot V2 under All Integrations &gt; open the card &gt; click Connect &gt; follow the setup instructions.

You'll need an active CompanyCam account and a HubSpot account to connect the two.

Note: You need <a href="https://help.companycam.com/en/articles/14010242-user-permission-roles-explained">Admin</a> permissions in both CompanyCam and HubSpot to set up this integration.

Log in to CompanyCam &gt; open <a href="https://app.companycam.com/integrations" target="_blank" rel="nofollow noopener noreferrer">Integrations</a> (under Resources in the left-hand menu).

Find the HubSpot card and click Connect.

In the pop-up, choose what creates a new Project: Deals or Contacts. Most teams pick Deals, since they track a job through a pipeline stage. Click Save.

Sign in to HubSpot, or create an account, when the HubSpot window opens.

Pick the HubSpot account you want to connect, then click Choose Account.

Click Connect App. HubSpot sends you back to CompanyCam.

Optionally, use the dropdown to pick the exact Deal stage or Contact lifecycle stage that should create a Project. Leave it blank, and every new Deal or Contact creates one, no matter the stage.

1. Log in to CompanyCam &gt; open <a href="https://app.companycam.com/integrations" target="_blank" rel="nofollow noopener noreferrer">Integrations</a> (under Resources in the left-hand menu).
2. Find the HubSpot card and click Connect.
 
 
 
3. In the pop-up, choose what creates a new Project: Deals or Contacts. Most teams pick Deals, since they track a job through a pipeline stage. Click Save.
 
 
 
4. Sign in to HubSpot, or create an account, when the HubSpot window opens.
5. Pick the HubSpot account you want to connect, then click Choose Account.
6. Click Connect App. HubSpot sends you back to CompanyCam.
7. Optionally, use the dropdown to pick the exact Deal stage or Contact lifecycle stage that should create a Project. Leave it blank, and every new Deal or Contact creates one, no matter the stage.
8. Click Save.

Note: CompanyCam connects to one HubSpot account at a time.

Once you're connected, head to <a href="https://help.companycam.com/en/articles/15424828-using-the-companycam-hubspot-integration">Using the CompanyCam + HubSpot Integration</a> to see how Projects, Files, and Checklists sync.

CompanyCam connects to one HubSpot account at a time.

Can I connect more than one HubSpot account?

Integrations can only be set up on the web app, not in the mobile app.

A HubSpot account is required to connect. You can sign in to an existing one or create a new one during setup.

Do I need a HubSpot account to connect with CompanyCam?

<a href="https://help.companycam.com/en/articles/6828343-how-to-contact-support">Contact our Support team</a> — we're here Monday through Friday.

The CompanyCam <a href="https://community.companycam.com/" target="_blank" rel="nofollow noopener noreferrer">Community</a> has real job-site examples, templates, and tips from crews using this every day. Jump in with a question or just browse.

Learn what HubSpot is and how to connect it to CompanyCam so that new Deals and Contacts automatically create Projects.

Connecting CompanyCam to HubSpot

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Connecting CompanyCam to HubSpot

Connecting HubSpot

FAQ's

Can I connect more than one HubSpot account?

Can I set up the integration on mobile?

Do I need a HubSpot account to connect with CompanyCam?