Before you Start
You must have an active account with both CompanyCam and HubSpot in order to integrate the two services.
You must have Admin privileges in both CompanyCam and HubSpot to integrate. 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 HubSpot?
HubSpot is a CRM platform with all the software, integrations, and resources you need to connect marketing, sales, content management, and customer service. Each product in the platform is powerful on its own, but the real magic happens when you use them together.
How it works
Once Integrated, either Deals or Contacts from HubSpot create a matching Project in CompanyCam. Take Photos in this Project and upload Documents as normal and see a Project link available in your HubSpot Contact or Deal providing easy access to Project photos. Scanned Documents inside of a CompanyCam Project will also automatically sync to that HubSpot entry.
1. Create Contact or Deal in HubSpot.
2. Find the matching Project in CompanyCam and take Photos and Upload Documents as normal.
3. A CompanyCam link out will be available in the "Notes" section of the HubSpot entry for easy access to Photos. Documents from CompanyCam will show up under "Attachments."
Setup
Please see the documentation linked below to integrate:
1. Open CompanyCam On the left-hand side, under Resources, select Integrations.
2. Look for the HubSpot card under the different Integration options, Select the card and then click Connect.
3. Select Continue to link your HubSpot account to CompanyCam.
4. Next you will Log in with your HubSpot account.
5. Use your HubSpot credentials to log in and pick the company you are setting up.
6. Complete any additional steps if prompted. Once you get here you can choose if you would like to have a new Deal or Contacts create Projects in CompanyCam.
7. At this point you also can choose if you want the CompanyCam Project to be created once a Deal or Contact hits a certain stage. This will be pasted into the Optional box in CompanyCam.
For Deals: To find this ID you will go to HubSpot> Settings > Objects > Deals > Pipelines> and your Internal ID should appear next to the stage you are wanting to use with this icon </>
For Contacts: The ID you would add into this box would just be the Lifecycle stage you want to use. For example Subscriber, Lead, etc.
Paste your Internal ID from HubSpot into the Optional Box in CompanyCam and select Save.
8. That's it! You are integrated. To make any changes select the Edit button.
Note: When you first connect the integration, CompanyCam will sync over any active Deals or Contacts that are in HubSpot as CompanyCam Projects. Then moving forward all Deals and Contacts added to HubSpot will create new CompanyCam Projects or just those at the appropriate stages if you set it up that way.
If you need support integrating or have any issues with the integration, reach out to [email protected] or reach out to our live chat!
Want to make workflows even easier? Now that you've got your CRM up and running, check out other integration opportunities!