improveit 360 is a cloud-based, flexible CRM solution specific to the home improvement industry.
In this article
Before you start
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.
Integrate CompanyCam + i360
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.
Install-Package & Authorize
Project ID Field & VisualForce Pages
Link Field, Field Set, First Time Setup
Field Mapping, Permission Set, & Test
If you need technical assistance to set up the integration please contact Alex: [email protected].
NOTE: Depending on your request, fees may apply.
Want to make work flows even easier? Now that you've got your CRM up and running, check out other integration opportunities!