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Connecting and Using CompanyCam with Zoho CRM

Learn how to connect CompanyCam to Zoho CRM so photos taken on a CompanyCam Project automatically sync to the matching Zoho entry.

CompanyCam integrates with Zoho CRM to keep your job site photos connected to your customer records. When you create a Contact, Deal, or Lead in Zoho CRM, a matching Project is automatically created in CompanyCam. Any photos you take in that CompanyCam Project sync to the Zoho entry as attachments in real time, so your team always has visual documentation right where your customer information lives.

This integration is only available on the web app. You can utilize the Integration during your 14-day CompanyCam Trial at no additional cost. Following that period, the Integration is an additional $10 a month for unlimited users added to your monthly Zoho bill.


How the Integration Works

Once you enable the integration from the Zoho Marketplace, CompanyCam and Zoho CRM stay connected automatically. Creating a Contact, Deal, or Lead in Zoho CRM creates a matching Project in CompanyCam, and any photos added to that Project sync back to the Zoho entry as attachments in real time.


Setting Up the Integration

Note: Admins and Managers can connect CompanyCam with Zoho CRM.

Please follow Digital Transformation Management's setup guide to connect your CompanyCam and Zoho CRM accounts: Integration Instructions and Documentation.

This integration is built and supported by Digital Transformation Management. For help with setup or troubleshooting, contact their support team at [email protected] or by phone at +1 (561) 331-5360.


Syncing photos with Zoho CRM

  1. Create a Contact, Deal, or Lead in Zoho CRM.

  2. Open the matching Project that's automatically created in CompanyCam and take photos as you normally would.

  3. Check the attachments on the Zoho CRM entry — your CompanyCam photos will appear there in real time.


FAQs

Can I set this up on my phone?

The Zoho CRM integration is set up in a web browser. You can't connect it from the CompanyCam mobile app.

What syncs between CompanyCam and Zoho CRM?

New Zoho CRM Contacts, Deals, or Leads create a matching CompanyCam Project, and the photos from that Project sync to the attachments section of your entry in Zoho.

Where do my photos show up in LeadPerfection?

Photos from your matching CompanyCam Project will appear in the attachments section of your Contact, Deal, or Lead in Zoho.

Do I need to check the Read Only box when I create the token?

Leave Read Only unchecked. The integration needs full access to move your photos into Zoho.


💡 Need more help?

Contact our Support team — we're here Monday through Friday.

The CompanyCam Community has real job-site examples, templates, and tips from crews using this every day. Jump in with a question or just browse.

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