In this article
Before you Start
To integrate, you must have an active account with CompanyCam and Beam.
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.
What is Beam?
Beam offers a full toolkit of financial software and services to automate your back office and help your construction business make more money, in less time. Beam’s software & card help your team estimate, invoice, manage expenses, budget, pay bills, and get paid faster—all in one place. With fast online payment, high APY checking accounts, and an unlimited 1% cash-back card, your team will save time and earn more money on Beam. Beam supports general contractors and subcontractors in both residential and commercial construction.
How it works
When a CompanyCam Project is generated a matching Beam Project will be created automatically. From here add photos and Documents as normal and these will sync to the matching Beam Project. Edited photos will also refresh and sync over to the Beam entry.
1. Create a Project in CompanyCam. This will create a matching entry in Beam.
2. Once your CompanyCam Project is generated take Photos and add Documents as normal. These will sync back to the matching Project in Beam.
3. Photos and Documents will be viewable on the left-hand side of the CompanyCam tab of your Beam Project.
Setup
Go to Settings in Beam.
2. Select Integrations.
3. In the Integrations tab, you will see a CompanyCam card. Select "Connect" and follow the prompts to complete the connection!
If you need support integrating or have any issues with the integration reach out to [email protected] or reach out to their live chat in the bottom right of their site!
Want to make workflows even easier? Now that you've got your CRM up and running, check out other integration opportunities!