Two way
Both systems stay the same. Every sync runs from the leading system into the other, then back.
- You pick whether CompanyCam or Salesforce leads
- Changes on either side travel
- Nothing bounces back and forth
CRM Connector Platform
Won in Salesforce, a project in CompanyCam
Customers stay the same both ways. When a opportunity won in Salesforce, a CompanyCam project is waiting for the same customer, so the crew can start taking photos without anybody typing it again.
- Official sign in for both
- Either system can lead
- 7 day free trial
Customers both ways, won opportunitys into projects
- Customers
- Won opportunitys into projects
At a glance. Customers stay the same. A won opportunity becomes a project.
Your choice
Two way or one way
Keep both systems identical, or let one feed the other. You decide per record type.
One way
One system feeds the other. Pick CompanyCam or Salesforce as the source; the other receives.
- Good for a migration, in either direction
- A read copy for a colleague or partner
- Switch a record type to two way later
Fine tune it:Only opportunitys won from a date you pickEvery 30 minutes up to every 3 days
Record by record
What travels, and what each change does
Pick a record type and the system where a change starts. On the left, which field matches which and when it travels; on the right, what that change does on the other side.
Starts in
Fields- First nameBoth waysFirst name
- Last nameBoth waysLast name
- CompanyWhen createdCompany
- EmailWhen createdEmail
- PhoneWhen createdPhone
- AddressBoth waysAddress
It happens in CompanyCam, then in Salesforce
A new customer
Looked for in Salesforce on the exact email before a contact is created.
Name or address changes
The same change is made to the Salesforce contact on the next sync.
- The person's name sits on the customer's first contact in CompanyCam. Any other contacts on that customer are kept as they are.
How a sync runs
One sync, step by step
What happens every time the integration runs, in the order it really happens. Pick which system leads and watch the records move.
Which system leads?
Connections
CRM
Step 1 of 8
Both connections are checked
Credentials for CompanyCam and Salesforce are checked and sign in tokens refreshed automatically. If a connection was removed on either side, the integration pauses and you get one message with a reconnect button.
Conflicts
When both sides changed the same record
- For each two way record type you choose whether CompanyCam or Salesforce leads. The leading side always runs first in a sync.
- It only matters when the same record changed in both systems between two syncs. Every other change simply travels.
- A record is never moved backwards by a sync: a paid invoice is not reopened, a decided quote is not undecided.
Between two syncs
The phone number of the same contact is changed in both systems
Leading system
+1 415 555 0101+1 415 555 0199Two different values. Run the sync to see which one both systems end up with.
Good to know
What is particular to this pair
What holds for CompanyCam or Salesforce on its own is on its own page.
FAQ
Questions about CompanyCam and Salesforce?
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.
Customers, yes: they sync in both directions and you choose which system leads when the same person changed on both sides.
No. Only a won one does, and only when it was won on or after your start date. Open and lost opportunitys stay in Salesforce.
At the customer's address. Without a full address (street, city, state, postal code and country) the project is not made until the address is filled in.
No. Photos, notes and everything the crew adds stay in CompanyCam. Only customers travel both ways.
No. Before anything is created in CompanyCam or Salesforce, the platform looks for the same record first and updates that one instead. Records synced before stay linked.
The platform notices on the next sync, pauses the integration and sends you one message with a reconnect button. Reconnecting takes one step, and syncing picks up where it left off without creating anything twice.
From every 30 minutes up to every 3 days, depending on your plan. Every plan includes a 7 day free trial.
Ready to connect CompanyCam and Salesforce?Start your 7 day free trial
Sign in to CompanyCam and Salesforce, pick which one leads or sync one way, confirm what syncs, and watch the first sync run.