Instantly sync projects and photos between your CompanyCam and GiddyUp accounts!
In this article:
Before you start
Integrations are not available on Basic. Upgrade your plan to take advantage of this feature.
To start integrating the two, you need to have the Admin or Manager role. If you don't have that role, ask an Admin on your company's account for permission; here's what they'll need.
Photos will only sync to GiddyUp if the user login from your CompanyCam account matches the login in GiddyUp. What this basically means, is that for your CompanyCam photos to appear in GiddyUp, the user must exist in both systems with the same email address.
What is Giddyup?
GiddyUp has everything you need to scale your business with the ability to configure settings to suit your bottom line.
The automated and streamlined workflow is configured for your operations, improving productivity, so that you can get back to what you do best.
A mobile solution that allows you to take command of door-to-door sales, capture leads, schedule appointments, and track progress in real-time.
Customer Connect gives your customers access to their own portal. This platform lets customers see information on their project team, retrieve documents, and allows customers to view photos of job progress.
How it works
Opportunities in GiddyUp will sync to CompanyCam, but not the other way around. Opportunities that you create in GiddyUp will instantly sync to CompanyCam, but projects that you create in CompanyCam will not sync back to GiddyUp.
Photos will sync from CompanyCam to GiddyUp, but not the other way around. The photos your company takes in CompanyCam will instantly be available in GiddyUp, but photos that you take or upload in GiddyUp will not sync to CompanyCam.
Go to your Setup page in GiddyUp. Click on Integration under General on the left side.
Click on CompanyCam logo.
Click the AUTHORIZE button.
Sign in to your CompanyCam account.
Click SAVE & CLOSE.
Want to make workflows even easier? Now that you've got your CRM up and running, check out other integration opportunities!