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 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.
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
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 support integrating or have any issues with the integration, reach out to [email protected] or reach out to our live chat!
NOTE: Depending on your request, fees may apply.
Want to make workflows even easier? Now that you've got your CRM up and running, check out other integration opportunities!