Before you start
You must have an active account with both CompanyCam and GAF Project in order to integrate the two services.
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
This integration could cause duplicate records if you are integrating other third-party programs into GAF Project.
What is GAF Project?
GAF Project streamlines the entire sales process — integrating lead management, digital measurement, inspection, presentation, estimating, proposals, e-signature, and payments — into one easy-to-use digital tool. With one-click estimates and ready-to-use content, GAF Project means you’re always ready for business — from anywhere — and ready to help protect what matters most.
Setup
Log in to GAF Project and click on Setup.
Scroll down to the Integrations Tab.
Find CompanyCam and click Authorize.
You will be redirected to CompanyCam to authenticate your information.
Sign in to CompanyCam using your email address and password. Then click Sign In.
After you sign into CompanyCam you will be redirected back to the GAF Project's Integration tab.
On the Integrations tab, you will now see a list of users.
The system will automatically link up users between GAF Project and CompanyCam where the email addresses match.
You can manually match users by clicking the pencil button to match other users.
Have questions about this integration or duplicate records? Email Rachel at [email protected]!
How it works
Jobs are automatically synchronized from CompanyCam with all of the appropriate information (Name, Address, etc.). As updates are made on the CompanyCam side, those things are automatically updated in GAF Project.
Photos are automatically pulled from CompanyCam and added to the Photos tab in GAF Project.
Want to make workflows even easier? Now that you've got your CRM up and running, check out other integration opportunities!