Before you start
You must have an active account with CompanyCam and Contractor's Cloud to integrate.
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.
Setup
Log in to CompanyCam.
In the upper left corner, click on your User Icon, and click Access Tokens.
Select New Token.
Click ContractorsCloud from the dropdown menu.
Click Create Token. NOTE: DO NOT CHECK THE BOX TO ONLY READ DATA.
Copy the Access Token by clicking on the Double Square Icon. This Access Token will be posted to ContractorsCloud.
Log in to Contractorscloud.com
Under Dashboard -> Corporate Dashboard, scroll on the left side to the bottom under Integrations, and click CompanyCam.
Post that token you grabbed from CompanyCam here and save. After that, you are good to go! NOTE: If you want to automatically create a Project in CompanyCam once the lead is entered in Contractors Cloud, check the box
How it works
You can choose to link an existing CompanyCam project to an active Lead in Contractor's Cloud, or alternatively, you can create new CompanyCam Projects from Leads within Contractor's Cloud! Photos captured in CompanyCam can be attached to a Lead in Contractor's Cloud or synced automatically!
FAQ
What if I need to move photos around in CompanyCam?
If you have CompanyCam photos associated with the wrong CompanyCam Project, you can move those photos around in CompanyCam.
What if I need to reconnect CompanyCam photos with the correct Lead in Contractor's Cloud?
Log in to your Contractor's Cloud account and choose the correct Lead.
Click on the Photos/ Files icon (see the image below).
Click Change Project.
Search for Last Name, click on the correct Last Name, and click OK to confirm.
Images will now be uploaded into this entry!
Want to make workflows even easier? Now that you've got your CRM up and running, check out other integration opportunities!