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 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 Leap?
Leap is an all-in-one cloud-based contractor’s business platform that is flexible, easy to use, and highly intelligent. Yielding the quickest time-to-value ratio, Leap allows contractors and their teams to meet their business, strategic, and personal goals in a simple, easy-to-adopt format. The integration connects Leap Jobs to CompanyCam Projects. You can then select the photos and documents you want to save to a Leap folder and they can be used for estimates and invoices in Leap.
How it works
Create 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.
Create a CompanyCam Project after a Job is created
Go into the Job that you'd like to link.
Click View All to the right of Recent Photos and Documents.
Select the two arrows icon and then Sync.
Confirm that you'd like to sync the Job with CompanyCam.
Link an existing CompanyCam Project to a Job in Leap
Go into the Job that you'd like to link.
Choose View All to the right of Recent Photos and Documents.
Select the Two ArrowsIicon 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 & Documents section of a Job with a linked Project.
Here you will see all the Project photos from CompanyCam.
To save them to this specific Job you would select the 3 Dots Icon in the bottom right corner of the Photo and then select Save In Job.
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
Click on your User Icon at the top of the page and select Access Tokens.
Select New Token.
Choose Leap from the drop-down, leave the box UNCHECKED, and then click Create Token.
Copy the Token (You'll paste this into Leap).
Log into Leap, click in the upper right corner to locate the menu, and choose Settings.
Navigate to your Company Settings and click Partnerships/Integrations. Under the CompanyCam tab select Connect.
Paste the Access Token that you copied in CompanyCam and click Connect.
That's it! Now, the photos 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!