In this article
Before you Start
You must have an active account with both CompanyCam and Groundwork
in order to integrate the two services.
* You must be an admin in CompanyCam and Groundwork to integrate
What is Groundwork?
Groundwork makes it easy to streamline your sales process and convert leads fast. It's built for everyone on your team and to grow with you. Every feature in Groundwork is built to help you stay productive while building strong customer relationships. Both your team and your customers will feel the value of Groundwork from lead qualification and engagement, marketing tracking, lead conversion, and more!
How it works
Your Groundwork lead information, including homeowner-submitted project videos and photos, can now be accessed within CompanyCam. Once your accounts are connected, a link to the Groundwork lead will appear in the Notes section of the associated CompanyCam project. Also, a Groundwork lead submission can now trigger the creation of a new associated project in CompanyCam.
By accessing the Groundwork lead summary, and logging into Groundwork, you will be able to request additional photos or videos from homeowners and share their own media back to homeowners. All will be captured in the project summary link, which can be accessed through the CompanyCam notes section.
Please see the documentation linked below to integrate:
Integration Instructions and documentation
If you need support integrating or have any issues with the integration, reach out to Groundwork support
Want to make workflows even easier? Now that you've got your CRM up and running, check out other integration opportunities!