Our integration with Contractor's Cloud makes connecting your leads and projects seamless. As soon as you enter a client's information into Contractor's Cloud, a corresponding Project is created in CompanyCam!
In this article:
Before you start
Always enter your client's information into Contractor's Cloud first— this creates a connected Project in CompanyCam.
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.
Connecting the integration
Log into CompanyCam.
In the upper left corner, click on your profile and click "Access Tokens."
Select "New Token."
Find Contractors Cloud in the dropdown and select it.
Select Create Token. NOTE: DO NOT CHECK THE BOX TO ONLY READ DATA.
Copy this access Token with the double Square icon. This Access Token will be posted into ContractorsCloud.
Log into 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
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 work flows even easier? Now that you've got your CRM up and running, check out other integration opportunities!