Before you start
You must have an active account with CompanyCam and I360 to integrate the two
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.
Please Note
If you need support integrating or have any issues with the integration, please reach out to our Support Team. Our info can be found at the bottom of this article.
Please keep in mind that depending on your request, fees may apply.
What is improveit 360?
improveit 360 is a cloud-based, flexible CRM solution specific to the home improvement industry. Effortlessly manage customer and prospect relationships, measure performance, and improve your processes with a 360-degree view into your remodeling and home improvement business that you can access anytime, anywhere.
Setup
The setup instructions are in the PDF Document below. It's recommended that you download the PDF and then refer to the videos below for setup if you run into any trouble.
How it works
As Improveit 360 is a Salesforce Partner, you have many customization options to get your integration set up the way you'd like!
If you need support integrating or have any issues with the integration, reach out to [email protected] or reach out to our live chat!
Want to make workflows even easier? Now that you've got your CRM up and running, check out other integration opportunities!