GiddyUp is a cloud-based CRM built for contractors, with tools for door-to-door canvassing, lead capture, and a customer portal. Connecting it to CompanyCam creates a Project automatically whenever you create an Opportunity in GiddyUp, then sends the photos your crew takes back to GiddyUp so your office and your customers can see job progress without anyone forwarding files.
This integration is available on select plans and is only available on the web app.
How the integration works
Each half of this integration runs one direction. Opportunities created in GiddyUp sync to CompanyCam and create a matching Project right away, but Projects you create in CompanyCam don't sync back to GiddyUp.
Photos work the opposite way. Photos your team takes in CompanyCam are available in GiddyUp right away, but photos you take or upload in GiddyUp stay there and don't come into CompanyCam.
Setting up the integration
Note: You must have the Admin role in CompanyCam to set up this integration. If you don't have it, ask an Admin on your company's account.
Go to your Setup page in GiddyUp and click Integration under General on the left side.
Click the CompanyCam logo.
Click Authorize.
Sign in to your CompanyCam account.
Select Authorize.
Click Save & Close.
Photos only sync to GiddyUp when the User's email address matches in both systems. If someone's CompanyCam login is a different email than their GiddyUp login, their photos won't come across.
Getting an existing GiddyUp client into CompanyCam
New Opportunities create a CompanyCam Project on their own, but clients already in GiddyUp before you connected won't have one. Open the client in GiddyUp, edit any of their information, and save. That push can create the matching Project in CompanyCam.
FAQs
Do photos taken in GiddyUp sync to CompanyCam?
Do photos taken in GiddyUp sync to CompanyCam?
Photos taken or uploaded in GiddyUp stay in GiddyUp. Only photos taken in CompanyCam sync, and they go one direction, from CompanyCam to GiddyUp.
Do Projects created in CompanyCam sync to GiddyUp?
Do Projects created in CompanyCam sync to GiddyUp?
Projects created in CompanyCam don't sync to GiddyUp. Create the Opportunity in GiddyUp and it'll generate the CompanyCam Project for you.
Why aren't my photos showing in GiddyUp?
Why aren't my photos showing in GiddyUp?
Photos not appearing usually comes down to one of these:
The User's email address doesn't match between CompanyCam and GiddyUp
The Project wasn't created from a GiddyUp Opportunity
The connection needs a reset, which you can do by reconnecting from GiddyUp
If it still doesn't sync after reconnecting, contact GiddyUp.
💡 Need more help?
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