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Connecting and Using CompanyCam with SalesRabbit

Learn how to connect CompanyCam to SalesRabbit so new SalesRabbit form submissions create CompanyCam Projects and photos sync automatically.

SalesRabbit is a sales enablement platform and mobile CRM built for outside sales, field sales, and door-to-door teams, with tools for lead tracking and canvassing. Connecting it to CompanyCam creates a new CompanyCam Project automatically whenever a SalesRabbit form is submitted, and any photos you take in SalesRabbit upload straight into that Project.

This feature is only available on the web app.


How the integration works

Connecting CompanyCam and SalesRabbit links your accounts so job information flows in one direction: from SalesRabbit into CompanyCam. When a SalesRabbit Form is submitted, CompanyCam automatically creates a matching Project, and any photos captured in SalesRabbit upload to that Project. When you add photos to your Project in CompanyCam, they will sync back to your form in SalesRabbit.

Contact details captured on the SalesRabbit Form — including name and address information — come into CompanyCam along with the Project.


Setting up the integration

Note: Admins and Managers can connect CompanyCam with SalesRabbit.

Follow SalesRabbit's setup instructions to connect the two accounts: Integration Instructions and Documentation. You'll need your SalesRabbit login to access this documentation.

If you need support integrating or have any issues with the integration, reach out to SalesRabbit using this form.


What information syncs to CompanyCam

When a SalesRabbit Form is submitted, the following contact details come into CompanyCam with the new Project:

  • First name

  • Last name

  • Street address

  • Apt/suite

  • City

  • State

  • Postal code


FAQs

Can I set this up on my phone?

The SalesRabbit integration is set up in a web browser. You can't connect it from the CompanyCam mobile app.

What information transfers from SalesRabbit to CompanyCam?

Contact details — first name, last name, street address, apt/suite, city, state, and postal code — transfer into CompanyCam along with the new Project. Photos taken in SalesRabbit also upload to that Project.

Where do my photos show up in SalesRabbit?

Photos from your Project in CompanyCam will land back in your form in SalesRabbit.


💡 Need more help?
Contact our Support team — we're here Monday through Friday.

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