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.
Integrations are not available on Basic. Upgrade your plan to take advantage of this feature.
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.
Setup
Log in to CompanyCam and, in the left-hand navigation menu under Resources, select Integrations.
Look for the HubSpot card, select it, and then click Connect.
A pop-up will appear asking you to choose what should trigger a new Project in CompanyCam. Select either Deals or Contacts. Deals are the most popular choice, as they let you track a job through a specific pipeline stage. Click Save to begin connecting your HubSpot account.
You will be taken to the HubSpot website, where you can either create a new HubSpot account or sign in to an existing one. Click on the option that applies to you.
If you are signing in to an existing account, enter your credentials and then select the HubSpot account you would like to connect. Click Choose Account.
Note: Only one HubSpot account can be connected at a time.
Click Connect App. You will then be taken back to CompanyCam.
Optionally, use the dropdown to choose the specific Deal stage or Contact lifecycle stage that should trigger a new Project in CompanyCam. If no stage is selected, a new Project will be created every time any Deal or Contact is added in HubSpot, regardless of stage.
Click Save.
That's it! You are integrated. You'll see HubSpot listed as a connected integration on the Integrations page. To make any changes, select the Edit button on the HubSpot card.
How it works
Once integrated, any new HubSpot Deal or Contact that meets the trigger settings you configured during setup will automatically create a matching Project in CompanyCam. From there, the two platforms stay connected. A universal link to the CompanyCam Project will appear in the Notes section of the associated Deal or Contact in HubSpot, giving you and your team quick access to the Project from either platform.
Additionally, any Files uploaded to the CompanyCam Project will automatically sync over and appear in the Attachments section of the associated Deal or Contact in HubSpot, keeping all of your job documentation in one place.
Using Deals
In HubSpot, create a new Deal by selecting the Pipeline, clicking Add deals, and then clicking Create New.
While creating the new Deal, ensure the following are filled out before clicking Create:
Deal Name — give the Deal a clear name so it is easy to identify in CompanyCam.
Pipeline — make sure this matches the pipeline you selected during setup.
Deal Stage — if you configured a specific stage trigger during setup, make sure the Deal is set to that stage for a Project to be created in CompanyCam.
Associate Deal with — search for and select a Contact that has a saved address. CompanyCam requires an associated Contact to pull in the property address for the Project. Without this, the Project will be created in CompanyCam without an address.
Note: If the Associate Deal with section is not available when creating a Deal, or if your Contact does not have address fields, refer to the How to Add the 'Associate Deal With' Section to the Create Deal Form section below.
Once the Deal is created, head over to CompanyCam and locate the newly created Project under your recent Projects. From here, capture photos and upload files as normal.
Note: Only files uploaded to the Project will sync to HubSpot. Photos and Checklists do not sync directly. See the Exporting a Checklist to HubSpot section below if you need to send a Checklist over.
Go back to HubSpot and open the associated Deal. You will find a Universal Link in the Notes section that takes you directly to the CompanyCam Project on web or mobile.
Any files uploaded to the CompanyCam Project will automatically sync to the Attachments section of the associated Deal in HubSpot.
Using Contacts
In HubSpot, create a new Contact by going to Contacts, selecting Add Contacts, and clicking Create New.
While creating the new Contact, ensure the following are filled out before clicking Create:
First and Last Name — so the Contact is easy to identify in CompanyCam.
Email — required to create the Contact in HubSpot.
Address — so CompanyCam can pull in the property address and populate it on the Project automatically.
Lifecycle Stage — if you configured a specific lifecycle state trigger during setup, make sure the Contact is set to that stage for a Project to be created in CompanyCam.
Note: If the address fields are not available when creating a Contact, refer to the How to Add Address Fields to the Create Contact Form section below.
Once the Contact is created, head over to CompanyCam and locate the newly created Project under your recent Projects. From here, capture photos and upload files as normal. Any contact info will automatically sync over to the Project and can be found in the Contact Info section of the Project.
Note: Only files uploaded to the Project will sync to HubSpot. Photos and Checklists do not sync directly. See the Exporting a Checklist to HubSpot section below if you need to send a Checklist over.
Go back to HubSpot and open the associated Contact. You will find a Universal Link in the Notes section that takes you directly to the CompanyCam Project on web or mobile.
Any files uploaded to the CompanyCam Project will automatically sync to the Attachments section of the associated Contact in HubSpot.
Exporting a Checklist to HubSpot
Exporting a Checklist to HubSpot
Checklists do not sync directly from CompanyCam to HubSpot, but you can send a Checklist over as a PDF using the steps below.
Open a Checklist in your CompanyCam Project, tap the three dots, and select Export to PDF.
Toggle on Add to Saved Files and then click Export.
The PDF will be saved to CompanyCam and automatically synced to the Attachments section of the associated Deal or Contact in HubSpot.
Additional HubSpot Configuration
How to Add the 'Associate Deal With' Section to the Create Deal Form
How to Add the 'Associate Deal With' Section to the Create Deal Form
If the Associate Deal With section is not available when creating a Deal, it will need to be added to the form. Follow the steps below to add it.
In HubSpot, click the Settings icon.
Under Data Management, click Objects.
In the Select an Object dropdown, select Deals.
Under the Setup tab, click Customize the 'Create Deal' form.
Click Add Associations.
Select both Contacts and Companies.
Click Save and Close.
How to Add Address Fields to the Create Contact Form
How to Add Address Fields to the Create Contact Form
If the address fields are not available when creating a Contact, they will need to be added to the form. Follow the steps below to add them.
In HubSpot, click the Settings icon.
Under Data Management, click Objects.
In the Select an Object dropdown, select Contacts.
Under the Setup tab, click Customize the 'Create Contact' form.
Click Add Properties.
Select Contact Information.
Select the following address fields: City, Postal Code, State/Region, and Street Address.
Click Save and Close.
Need Support?
If you need help with the integration or encounter any issues, please reach out to CompanyCam's support team. You can email us at [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!