Before you start
You must have an active account with both CompanyCam and Salesforce 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 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.
Please Note:
Please keep in mind that depending on your request, Salesforce may apply fees.
What is Salesforce?
From small business to enterprise, companies trust the #1 Business App: Salesforce. Find and nurture leads, support every customer, and convert leads faster.
Setup
We've included PDF instructions on the link below, and please reach out if you have questions or issues.
Using Custom Objects in Salesforce
Please view the video below for installing in Custom objects, or reach out to Support for additional help.
If you need support integrating or have any issues with the integration, reach out to [email protected] or reach out to our live chat!
Want to make workflows even easier? Now that you've got your CRM up and running, check out other integration opportunities!