CRM Connector Platform
The integration hub for CompanyCam. The crew documents the work in CompanyCam; the office sells and bills somewhere else. CRM Connector connects the two: a deal won in your CRM or a quote accepted in your books becomes a CompanyCam project at the customer's address, ServiceM8 jobs become projects too, and customers stay the same everywhere, so nobody types a job site twice.
Pairs with 13 systems
What syncs
CompanyCam customers, both ways with QuickBooks Online, Xero, HubSpot, Pipedrive, Salesforce, ServiceM8 and more. Name and address follow every change; email and phone are set when the customer is created, and one CompanyCam rejects as invalid is left out instead of blocking the customer. A company customer carries its person as its first contact.
A deal won in HubSpot, Pipedrive, Zoho CRM or HighLevel, an opportunity won in Salesforce, or a quote accepted in QuickBooks Online, Xero, FreshBooks, Zoho Books or FreeAgent becomes a CompanyCam project for the same customer at the customer's address. Every ServiceM8 job becomes a project at the job address, and a completed job archives it.
Works with
Pick the second system in the setup wizard. Each tile says what travels between the two and what is particular to that pairing.
QuickBooks OnlineContacts, Accepted quotes as projectsCustomers both ways, and an estimate accepted in QuickBooks Online becomes a CompanyCam project for the crew.About QuickBooks OnlineHow it syncs
XeroContacts, Accepted quotes as projectsContacts both ways, and a quote accepted in Xero becomes a CompanyCam project for the crew.About XeroHow it syncs
HubSpotContacts, Won deals as projectsContacts both ways, and a deal won in HubSpot becomes a CompanyCam project at the customer's address.About HubSpotHow it syncs
HighLevelContacts, Won opportunities as projectsContacts both ways, and a won HighLevel opportunity becomes a CompanyCam project at the customer's address.About HighLevelHow it syncs
SquareContactsCustomers both ways. Square checks phone numbers against the country's numbering plan.About SquareHow it syncs
StripeContactsStripe customers into CompanyCam and back. The Stripe name is set once, at creation.About StripeHow it syncs
ServiceM8Contacts, Jobs as projectsClients both ways, and every ServiceM8 job becomes a CompanyCam project at the job address, archived once the job is completed.About ServiceM8How it syncs
PipedriveContacts, Won deals as projectsPersons both ways (names, not addresses), and a deal won in Pipedrive becomes a CompanyCam project at the organization's address.About PipedriveHow it syncs
FreshBooksContacts, Accepted quotes as projectsClients both ways, and an estimate accepted in FreshBooks becomes a CompanyCam project for the crew.About FreshBooksHow it syncs
SalesforceContacts, Won opportunities as projectsContacts both ways, and an opportunity won in Salesforce becomes a CompanyCam project at the customer's address.About SalesforceHow it syncs
Zoho CRMContacts, Won deals as projectsContacts both ways, and a deal won in Zoho CRM becomes a CompanyCam project at the customer's address.About Zoho CRMHow it syncs
Zoho BooksContacts, Accepted quotes as projectsClients both ways, and an estimate accepted in Zoho Books becomes a CompanyCam project for the crew.About Zoho BooksHow it syncs
FreeAgentContacts, Accepted quotes as projectsContacts both ways, and an estimate approved in FreeAgent becomes a CompanyCam project for the crew.About FreeAgentHow it syncsStage rules
Each rule needs a start date, 60 days back by default, so nothing sold long ago becomes a project on the first run.
A deal won in HubSpot, Pipedrive or Zoho CRM, or an opportunity won in Salesforce or HighLevel, becomes a CompanyCam project for the same customer, named after the deal (its first line, at most 100 characters), at the customer's address. Open and lost deals do not travel.
A quote accepted in QuickBooks Online, Xero, FreshBooks, Zoho Books or FreeAgent becomes a CompanyCam project for the same customer, named Quote and its number, at the customer's address. Open, declined and expired quotes do not travel.
Every ServiceM8 job becomes a CompanyCam project at the job address. When the job is completed in ServiceM8, the project is archived.
Connecting
CompanyCam connects with its official sign in. Sign in to CRM Connector, choose Connect in the app, sign in to CompanyCam and approve access. One connection covers one CompanyCam company. Removing the connection stops every sync with it at once; the app stays approved in CompanyCam until you remove it there.
You approve access on CompanyCam's own sign in page. Your CompanyCam password never reaches CRM Connector.
Good to know
What is true for CompanyCam whichever system you pair it with. What is particular to one pairing is on its tile above.
Jobber and Housecall Pro each have their own CompanyCam integration, so this platform does not pair CompanyCam with them. Running both would write every customer and project twice.
A project is a job site. It is created at the job address, or else at the customer's address. CompanyCam needs a full address for a project: street, city, state, postal code and country. Without one the project is not made until the address is filled in, and the sync says which parts are missing. Cancelled work is simply skipped.
An archived project reads as completed in the other system, and finished work archives its project. A sync never unarchives a project, and an archived one is left as it is, even when the ServiceM8 job is reopened.
Its address and customer are set when it is created. After that a sync only renames or archives it, and photos, notes, checklists and everything the crew adds stay exactly as they are.
A company customer keeps the name it was created with. A sync never renames it, because the crew knows every job site by it.
Photos, videos, documents, checklists, tasks, labels, proposals and CompanyCam invoices are not synced. Customers and projects are.
CompanyCam cannot list only what changed, so each sync reads all customers and projects and passes on only what changed since the last run. CompanyCam allows 240 reads and 100 writes a minute, and the platform stays below that on its own.
FAQ
Every answer below is true for the app as it runs today. If something is not covered, ask us and we will answer in plain words.
Sign in to CompanyCam and the system you want to pair it with, confirm what syncs, and watch the first sync run.
