In this article:
Before you start
This integration requires you to have both a CompanyCam and a SumoQuote account. Don't have an account yet? Create one 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
Use your CompanyCam photos for your SumoQuote reports.
Once you have CompanyCam and SumoQuote connected, you can do this. Here's how to link your SumoQuote estimates to the proper CompanyCam project:
Link a NEW SumoQuote report to a CompanyCam Project:
You can also link to a CompanyCam Project from an existing SumoQuote report:
2. You can now use your CompanyCam photos in your SumoQuote reports.
Setup
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 have any questions regarding the Integration or need any assistance you can 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!