This article and video will walk you through how to set up and use the Company Cam and FollowUp CRM Integration.
For a click-by-click guide, click "Get Started" below.
From your FollowUp CRM Dashboard, go your Your Profile.
Click "Connect To Company Cam."
Enter your Company Cam login credentials. Click "Sign In."
Click this "Authorize."
Great! Your integration is set up! To use FollowUp CRM and Company Cam, test it out in a Project. Click "Projects."
Open up a Project.
Click "Company Cam."
If this project does not already exist in Company Cam, you'll be prompted to "Create In Company Cam."
To view your photos in Company Cam, click the hyperlink, or navigate to your Project Feed in Company Cam. And open up your project.
To add a new photo to both FollowUp CRM and Company Cam, click "Documents" in your desired Project.
Click "Add New."
Click "Upload file," and upload your photo.
Click "Syn Photos to Company Cam."
For more information, reach out in the Help Chat!
Happy Selling!