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.
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.
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.
Setup
Log in to FollowUp and click on My Settings.
Select the Integrations Tab and then choose Connect to CompanyCam.
Once this is connected, you will see this status change, and you can select Disconnect if you ever need to remove the integration!
How it works
Once integrated, create a new Project in FollowUp CRM Under File Data.
Enter the Project name, address, and any other information needed, and save.
Once created, click on the Create CompanyCam option at the top of the Followup CRM entry.
This will generate a CompanyCam Project. The button will update from Create CompanyCam to View CompanyCam. Clicking this will take you to the Project in CompanyCam.
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, 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.
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!