Before you start
Plan Requirements:
This feature is available on all plans.
You must have an active account with both CompanyCam and Zoho in order to integrate the two services.
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.
Permission Roles:
To integrate, you need to have the Admin role. If you don't have that role, ask an Admin on your company's account for permission.
Platform Availability:
Integrations cannot be connected in the mobile app. You must set them up using a web browser.
What is Zoho?
Zoho, powered by Digital Transformation Management, is a unique and powerful CRM built to transform the way you work. Designed for companies of all sizes and built by a company that values your privacy.
Setup
Please see the documentation linked below to integrate: Integration Instructions and documentation
How it works
Once enabled in the Zoho marketplace by going here, the integration between CompanyCam and Zoho allows all your photos taken in CompanyCam to sync over to your Zoho entries in real time! First, create your entry in Zoho, whether that be a Contact, Deal, or Lead. Once created, this will create a Project for that client inside of CompanyCam. Next, you just need to take your CompanyCam photos as normal inside of that Zoho-created CompanyCam Project, and those photos will show up as attachments inside of the Zoho entry!
Create your Contact, Deal, or Lead in Zoho.
Find your matching CompanyCam Project for this entry and take photos as needed.
Check the Zoho entry attachments, and you should see those photos being sent over in real time!
This Integration was built and is supported by Digital Transformation Management. If you need support integrating or have any issues with the integration, reach out to [email protected] or to their phone support at +15613315360
Want to make workflows even easier? Now that you've got your CRM up and running, check out other integration opportunities!