Atlas Pro Portal provides marketing solutions for contractors all in one place. Integrate your Atlas Pro account with CompanyCam to easily sync your photos to your proposals.
In this article
Before you start
You must have an active account with both CompanyCam and AtlasPro+ 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.
Setup
Log in to your Atlas Pro account with your username and password by hovering over the Atlas Pro tab.
Click the Connect with CompanyCam button on the CompanyCam banner to start the integration.
Select Authorize on the Authorization Required screen.
After you Authorize CompanyCam it will take you back to your AtlasPro dashboard.
How it works
Set up the integration using the instructions above.
Click Manage Leads to see your imported CompanyCam projects.
Click the plus (+) icon to the right of the Lead name to open the lead. Click Build Present Mode to see the photos in that project.
Want more information on what AtlasPro+ does with your CompanyCam photos? Check out this video!
Want to make work flows even easier? Now that you've got your CRM up and running, check out other integration opportunities!