Before you Start
You must have an active account with both CompanyCam and Followup CRM 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 Followup CRM?
FollowUp is the best customer relationship management software specially designed for and preferred by Construction Industry Pros, Contractors and builders. Followup CRM helps you get off spreadsheets and streamline your construction sales and bidding process.
How it works
Please Note:
Each Followup CRM user will need to integrate for their own account. This is slightly different than some integrations but will allow for user-specific documentation between both services.
1. Once integrated create a new Project in FollowUp CRM Under File Data.
2. Enter the Project name, address, and any other information needed and save.
3. Once created you will see a "Create CompanyCam" option in the top of the Followup CRM entry select this.
4. This will generate a CompanyCam Project. the button will update from Create to "View CompanyCam." Selecting this will take you to the Project in CompanyCam.
5. Now when you take Photos in this matching CompanyCam Project photos will sync back to the Followup CRM entry under Documents!
Another important feature of this integration is that you can pull projects that are already created in CompanyCam over to Followup CRM. To do this simply create a New Project in CompanyCam and you will see a matching record created in Followup CRM!
The ability to create projects is useful, however, care should be taken not to create duplicates if possible. If you happen to create duplicate projects, you can Merge Projects and then delete the duplicate project in Followup CRM if needed.
Setup
Please see the video and documentation linked below to integrate and to see how it works:
Integration Instructions and documentation
If you need support integrating or have any issues with the integration reach out to [email protected] or hop into their live support chat for immediate assistance.
Want to make workflows even easier? Now that you've got your CRM up and running, check out other integration opportunities!