Before You Start
You must have an active account with CompanyCam and Leap to integrate the two services. New to Leap? Sign up here.
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.
How it works
Add a CompanyCam project when a job is created
When adding a Job to a Lead, Prospect, or Customer make sure that the CompanyCam option is checked. When you save the Job a Project with the Customer's name and address and Job Name will be created!
Add a CompanyCam project after a job is created
Go into the job that you'd like to link.
Choose View All to the right of Recent Photos and Documents.
Select the "Sync" icon and then Sync.
Confirm that you'd like to sync the job with CompanyCam.
Link an existing CompanyCam project to a Leap job
Go into the job that you'd like to link.
Choose View All to the right of Recent Photos and Documents.
Select the "link" icon and then Link.
Choose which CompanyCam project you'd like to Link to this Job and then hit "Proceed."
Use Photos and Documents in Leap
Once you have a Leap Job and CompanyCam Project linked, you'll be able to save those photos to a job folder.
Click View in the Photos and Documents section of a Job with a linked Project.
Here you will see all the Project Photos from CompanyCam. To actually save them to this specific Job you would select the 3 dots in the bottom right of the Photo and then select "Save In Job."
Please Note
If you'd like to use the photos in an estimate or invoice make sure to Save in Job, then choose the Photos folder which saves them there.
Photos will be available to send as needed in Leap once they are added to that folder.
Setup
1 . Head to your CompanyCam Homepage. Sign in if prompted. Click on your profile on the left-hand side and underneath "Your Company" Select "Access Tokens"
2. Select New Token.
3. Choose Leap from the drop-down and leave the box UNCHECKED! Click Create Token.
4. Copy the Token (You'll paste this into Leap).
5. Log in , click in the upper right corner to locate the menu and choose 'Settings'.
6. Navigate to your Company Settings > Partnerships/Integrations. Under the CompanyCam tab select "Connect."
7. Paste in your Token (that you copied from your CompanyCam account) & click 'Connect CompanyCam'.
That's it! Now, photos that you take in CompanyCam will automatically be available to view, use and Save to Jobs in Leap!
If you need support integrating or have any issues with the integration reach out to [email protected]
Do you want to make your workflows smoother? Now that you have your CRM up and running, take a look at our other integration opportunities!