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Integrate CompanyCam + improveit 360
Integrate CompanyCam + improveit 360

Integrate CompanyCam + I360 to manage your job site documentation easier than ever before!

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Written by Alex Pickens
Updated this week

In this article

Before you start

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!

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