Integrations Questions!

[the_ladyplumber]

I was wondering if anyone could go over the integrations, particularly Jobber. The photos do sync, to the internal notes, but I am wondering if there is a way to also transfer other features automatically? Ie Checklists, To-Do Lists.

 

[cody.howen]

I second this! It would be great to have client contact info import: Name, Phone Number, Email.

It would also be nice to manually link CompanyCam to Jobber - to my knowledge, the only way these get linked is upon creation of a client record in Jobber and/or creation of a new quote/project in jobber.

 

[KAyersETC]

Is there a tutorial about integrating Company Cam with Notion? Has anyone done it? The majority of our database exists on Notion and there is some doubling up that happens with Company Cam set ups, and it would be nice to have field reports automatically fed into our Project database on Notion if possible.

 

[John Talman]

I was wondering if anyone could go over the integrations, particularly Jobber. The photos do sync, to the internal notes, but I am wondering if there is a way to also transfer other features automatically? Ie Checklists, To-Do Lists.

With Jobber, the only information that syncs from CompanyCam -> Jobber is Photos, Videos, Files and a universal link to the Project. There isn't a direct way to transfer over checklists, but if you export the checklist as a PDF and save it in the Files tab, that could be a workaround! This Help Guide has more info that might be valuable, as well!

 

[John Talman]

Is there a tutorial about integrating Company Cam with Notion? Has anyone done it? The majority of our database exists on Notion and there is some doubling up that happens with Company Cam set ups, and it would be nice to have field reports automatically fed into our Project database on Notion if possible.

We aren't directly integrated with Notion, but we do have an integration with the automation solution Zapier that Notion also has an app for. One option is you could experiment with connecting the two services and see if they are able to create a CompanyCam project from a specific record type being made as well as one to create a link to the CompanyCam project from your CRM.

Here's how to integrate with Zapier: Integrate CompanyCam + Zapier

 

[John Talman]

I second this! It would be great to have client contact info import: Name, Phone Number, Email.

It would also be nice to manually link CompanyCam to Jobber - to my knowledge, the only way these get linked is upon creation of a client record in Jobber and/or creation of a new quote/project in jobber.

Cody, you're correct with how the integration currently works. But this is great feedback I'm going to share with the integrations team!

 

[John Talman]

Hey @cody.howen, I was just reminded that we do sync contact info. It's a setting in the integration that you can turn on or off. It appears you may have yours turned off. Having said that, you might not prefer that we're syncing contact location addresses, so it would be good to get feedback on that from you!

 

[the_ladyplumber]

With Jobber, the only information that syncs from CompanyCam -> Jobber is Photos, Videos, Files and a universal link to the Project. There isn't a direct way to transfer over checklists, but if you export the checklist as a PDF and save it in the Files tab, that could be a workaround! This Help Guide has more info that might be valuable, as well!

Oh that would work. Even just to keep that data saved for future reference

 

[cody.howen]

Hey @cody.howen, I was just reminded that we do sync contact info. It's a setting in the integration that you can turn on or off. It appears you may have yours turned off. Having said that, you might not prefer that we're syncing contact location addresses, so it would be good to get feedback on that from you!

Hey @John Talman, I did have that turned off but wasn't aware of the option - game changer!

 

[John Talman]

Hey @John Talman, I did have that turned off but wasn't aware of the option - game changer!

 

[the_ladyplumber]

I have applied and it is perfect thank you!