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Integrate CompanyCam + SumoQuote
Integrate CompanyCam + SumoQuote

Integrate CompanyCam + SumoQuote to manage your job site documentation easier than ever before!

Updated over a month ago

In this article

Before you start

How It Works

Once you have connected with CompanyCam and SumoQuote, you can use your CompanyCam photos for your SumoQuote Reports. Here's how to link your SumoQuote estimates to the proper CompanyCam project:

  1. To link a new SumoQuote Report to a CompanyCam Project, click the green Create New Project button.

  2. Next, select the Link to a CompanyCam Project option from the menu.

  3. You can also link to a CompanyCam Project from an existing SumoQuote Report. You'll need to click the CompanyCam Icon and it should pull up Projects with the matching address. You can also search for Projects.

  4. You can now use your CompanyCam photos in your SumoQuote Reports. A Project will need to be linked to the SumoQuote entry. Once a Project is linked you'll see the option to add photos from CompanyCam.

Setup

  1. Go to your Projects page in SumoQuote. Click on Configuration and then Integrations.

  2. Select the CompanyCam Card in the Integrations options.

  3. Authorize the connection between CompanyCam and SumoQuote.

  4. That's it! You are now connected. You can manage your Connection from the Connected Apps section.


If you need support integrating or have any issues with the integration, reach out to SumoQuote support.

Want to make workflows even easier? Now that you've got your CRM up and running, check out other integration opportunities!

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