Before you start
You must have an active account with both CompanyCam and GiddyUp in order to integrate the two services.
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 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.
Cloud-based CRM
The automated and streamlined workflow is configured for your operations, improving productivity, so that you can get back to what you do best.
Canvasser
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
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.
Setup
Go to your Setup page in GiddyUp. Click on Integration under General on the left side.
Click on the CompanyCam Logo.
Click the Authorize button.
Sign in to your CompanyCam account.
Select Authorize.
Click Save & Close.
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.
If you need support integrating or have any issues with the integration reach out to [email protected]
Want to make workflows even easier? Now that you've got your CRM up and running, check out other integration opportunities!