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.
What is AtlasPro+?
Atlas Pro Portal provides marketing solutions for contractors all in one place. Integrate your Atlas Pro account with CompanyCam to easily sync photos to your proposals.
How it works
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.
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.
Click Authorize on the Authorization Required screen.
After you Authorize CompanyCam it will take you back to your AtlasPro Dashboard.
Want more information on what AtlasPro+ does with your CompanyCam photos? Check out this video!
Are you having trouble setting up the integration? Please feel free to reach out to the Atlas team to help!
Want to make workflows even easier? Now that you've got your CRM up and running, check out other integration opportunities!