What This Integration Does
- Creating or Editing a project or lead in CompanyCam or ROOFLINK will push the updates to the other system.
- Creating, Editing, or Deleting photos in Company Cam will create, edit, or delete the same photos in Roof Link.
- Making comments on the Company Cam project will create Job Notes on the Roof Link Prospect.
How To Set It Up
- Click the Person Icon in the top right corner of your roof.link and click "Profile".
- Click "Integrate Company Cam"
- Click the "Company Cam > Roof.link" image.
- This will redirect to a Company Cam login page. Login.
- After logging into your Company Cam, it should redirect back to Roof Link and have a green check next to the Integrate Company Cam step.
- That's it! You're Integrated!
- Please Note - every user will have to connect their company cam account, as this is a user setting, not a company setting.
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