Before you Start
You must have an active account with both CompanyCam and ClientTether in order to integrate the two services.
You must have Admin privileges in both CompanyCam and ClientTether 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 ClientTether?
ClientTether is the sales automation & CRM platform of choice for home service franchise systems. Their tools streamline franchise development, & unit-level operations, sales, & growth with leading text, call, & email automation, integrated quoting, payment processing, online reviews, & world-class services to ensure each client succeeds. ClientTether is recognized as a top 2 technology supplier in the franchise industry by Entrepreneur Magazine and as a categorical leader in client satisfaction and ease of use by G2, Capterra, GetApp, and Software Advice.
How It Works
Once the integration is connected and turned on, you will be able to create a new CompanyCam Project or link an existing Project to a Proposal in ClientTether. After your entries are linked you will be able to upload photos from the tied CompanyCam Project to this Proposal. Once photos are uploaded into ClientTether you will be able to view the images on the Long Quote in ClientTether!
After the setup is complete, there are two location where the CompanyCam icon will appear:
1. in the Contact Profile
2. in Proposals on the Overview tab
Each location is independent of each other. Below is a video showing these two locations and how to use them.
Link to Demo on how to utilize the integration
Setup
This integration is an Add-On feature and must be activated before the integration tab will be visible. Please visit the Add-On support page to learn how to activate Add-Ons.
Note: You will need to create an Access Token in CompanyCam to complete this activation.
After CompanyCam integration has been activated, a new Settings Tab will become visible. Click on that new tab to continue with the setup process.
There are two fields in the setup.
1. CompanyCam Access Token: this is a token that you create inside of your CompanyCam account. A link is provided to the documentation from CompanyCam on how to create your Access Token. You will need Admin privileges to create Access Tokens in CompanyCam. You can find them on the web version of CompanyCam here. Once you have created the Access Token in CompanyCam simply copy and paste that value into the first field.
2. Project Naming convention: This is an optional field that can be used to auto-generate Project Names if you choose to create a new project from within ClientTether. Use ClientTether Tokens from the dropdown list to the right or type in some text. For example: if I wanted projects that start in ClientTether to be named with the initials of CT_ and then the address of the property where the work would be done and finally followed by today’s date; then in the Project Naming convention field you would enter:
CT_{{client.address}}_{{tokens.today}}. Remember the tokens will come from the Token dropdown menu t the right. When you select the token by name, the value is copied to the clipboard so that all you have to do is paste into the naming convention field.
If you need support integrating or have any issues with the integration reach out to ClientTether Support.
Want to make workflows even easier? Now that you've got your CRM up and running, check out other integration opportunities!