LeadPerfection is a CRM and business management platform for home improvement and remodeling companies. This integration links your two accounts, so a new LeadPerfection job creates a matching CompanyCam Project, and the photos and files you capture in CompanyCam flow into that job's Documents tab in LeadPerfection. Your field work and your office records stay in sync without manual downloads.

You connect the two accounts once, then the sync runs on its own. To link them, you create a token in CompanyCam and enter it in LeadPerfection. That's what lets the two systems talk to each other.

After that, the flow goes in both directions. When you create a job in LeadPerfection, a matching CompanyCam Project is created automatically, pre-filled with the customer's name, address, and phone number, so it's easy to spot. From there, every photo and file you add to that Project lands in the job's Documents tab in LeadPerfection.

LeadPerfection sets up this integration on their end. To get connected, reach out to the LeadPerfection Support team at [email protected] and let them know you want to link your CompanyCam account. They'll walk you through the setup and turn it on for your account.

Once your accounts are linked, creating a job in LeadPerfection automatically creates a matching CompanyCam Project, pre-filled with the customer's name, address, and phone number.

After that, every photo and file you add to that Project downloads into the job's Documents tab in LeadPerfection. You don't have to move anything by hand.