Before you start
You must have an active account with CompanyCam and Pipedrive 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
The first time you integrate, your active Deals will sync over to CompanyCam as Projects for a historical sync. This way, you can start using the integration right away.
What is Pipedrive?
Pipedrive is the easy-to-use, #1 user-rated CRM tool. Get more qualified leads and grow your business. Pipedrive helps users visualize their sales processes and get more done. They knew from experience that in sales, as in life, you can’t control your results, but you can control your actions. So, they created Pipedrive around activity-based selling, a proven approach that’s all about scheduling, completing, and tracking activities.
Setup
Log in to CompanyCam and click on the Integrations Tab in the left-hand navigation menu.
Open the Pipedrive V2 card on the integrations page and click Connect.
Next, you'll choose which address the integration will use to create a Project.
Deal: Creates a Project in CompanyCam using the address from the Deal in Pipedrive.
Person: Creates a Project in CompanyCam using the address from the Person on the Deal in Pipedrive.
Optional: At this point, you also can choose if you'd like a CompanyCam Project to be created once a Deal hits a certain stage. This will be pasted into the Optional box in CompanyCam. If you only want a Project to be created in CompanyCam when a Pipedrive Deal moves to a specific stage(s), make sure to list the names of the stages exactly in the Stage integration option.
For example, if you only want a project to be created when a Deal moves to the "Proposal Made" or "Negotiations Started" stages, set the text box value to: Proposal Made, Negotiations Started
Paste your Internal ID from Pipedrive into the Optional box in CompanyCam.
Click Save to continue setting up the integration.
After clicking save, you'll be prompted to log into your Pipedrive account if you're not already signed in.
Next, click Allow and Install.
You'll know that the integration is connected when a green 'Connected' label appears.
How it works
Deals in Pipedrive will create CompanyCam Projects automatically. A link-out to the CompanyCam Project will be available in the Pipedrive Deal for easy access to photos and all Files added in CompanyCam, which will sync over to the Pipedrive Deal.
The address used to create a Project in CompanyCam will be determined based on the setting chosen within your integration settings (see Step 3 of the Setup instructions above).
Create a Deal in Pipedrive.
Find the matching Project in CompanyCam. Take photos and upload Files as normal.
A CompanyCam link-out will be available in the Pipedrive Deal for easy access to photos.
Files uploaded to CompanyCam will show up within the History Section of the Deal within the Files Tab.
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 your CRM is up and running, check out other integration opportunities!