Our integration with ClientTether allows you to create Projects in CompanyCam from Proposals created in ClientTether. In CompanyCam, when you add photos to the Projects linked to ClientTether, your photos will sync back to ClientTether on your Proposals.
Connecting CompanyCam and ClientTether is only available on the web app.
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.
Setting up the integration
Important: Only Admin can connect CompanyCam with ClientTether.
This integration is an Add-On feature in ClientTether and must be activated before the integration tab is visible. Please visit the Add-On Support Page to learn how to activate Add-Ons. After CompanyCam integration has been activated, a new Settings Tab will become visible. Click on that new tab to continue with the setup process.
Setup Instructions: Video
Before connecting with ClientTether, you'll need to generate an Application Key from CompanyCam.
After you've created your Access Token, copy and paste it into the Integration Settings in ClientTether.
Optional: Project Naming Convention
This is a 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 to 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 it into the naming convention field.
Note: If you need additional support integrating or have any issues with the integration, reach out to ClientTether Support.
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!
Link to a Demo on how to utilize the integration
💡 Need more help?
Contact our Support team — we're here Monday through Friday.
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