CompanyCam + SalesRabbit

CompanyCam + SalesRabbit integrations

Create new CompanyCam projects from new or updated leads in SalesRabbit

Benefit from updated leads in your SalesRabbit app by creating new projects in CompanyCam, all through a simple workflow. This automation ensures that all updates or changes to your leads are effectively captured as a new project, facilitating the efficient management of your sales process. It's an ideal solution for businesses keen on maximizing productivity and streamlining project creation based on new or updated leads.

When this happens...
New/Updated LeadTriggers when when a lead is created and/or updated.
TriggerInstant
automatically do this!
Add ProjectCreates a new project in your account.
ActionWrite

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More things you can do with SalesRabbit and CompanyCam

Discover other triggers and actions you can use with SalesRabbit and CompanyCam

- Event
  Required
- Status
  Required
Trigger
Instant
Try It
- Lead Owner
  Required
- Status
  Required
- First Name
- Last Name
- Primary Phone
- Alternate Phone
- Email
- Street1
- Street2
- City
- State
- Zip
- Country
- Latitude
- Longitude
- Notes
- Appointment Date and Time
- Date Created
Action
Write
- Lead ID
  Required
- Lead Owner
- Status
- First Name
- Last Name
- Primary Phone
- Alternate Phone
- Email
- Street1
- Street2
- City
- State
- Zip
- Country
- Latitude
- Longitude
- Notes
- Appointment Date and Time
- Date Modified
Action
Write
New Document
Triggers when a document is added to a project.
Trigger
Instant
Try It
New Photo
Triggers when a new photo is added to a company project.
Trigger
Instant
Try It

New Project
Triggers when you add a new project.
Trigger
Instant
Try It
- Project ID
  Required
- Checklist Template Id
  Required
Action
Write

- Project ID
  Required
- Project Label
  Required
Action
Write
- Search By
  Required
Action
Search

- Form
  Required
Trigger
Instant
Try It
- FormDataID
  Required
- Form Result
- Form State
- Form Status Description
- Form Status Color
- Lead Owner
- Status
- First Name
- Last Name
- Primary Phone
- Alternate Phone
- Email
- Street1
- Street2
- City
- State
- Zip
- Country
- Latitude
- Longitude
- Notes
- Appointment Date and Time
- Date Modified
Action
Write
Checklist Completed
Triggers when a checklist is completed.
Trigger
Instant
Try It
- Tags
  Required
Trigger
Instant
Try It
- Labels
  Required
Trigger
Instant
Try It
- Project ID
  Required
- Image URL
  Required
Action
Write
- Project Name
  Required
- Street Address 1
- Street Address 2
- City
- State
- Postal Code
- Unique External ID
- Primary Contact Name
- Primary Contact Email
- Primary Contact Phone Number
Action
Write
- Overwrite Existing Note?
  Required
- Project ID
  Required
- Project Note
  Required
Action
Write
- Search By
  Required
- Project Name
  Required
- Street Address 1
- Street Address 2
- City
- State
- Postal Code
- Unique External ID
- Primary Contact Name
- Primary Contact Email
- Primary Contact Phone Number
Action
Search or write

About CompanyCam

CompanyCam is an app built for contractors and trades professionals to capture and organize important job site information, including photos and documents. Connecting CompanyCam with other software and CRMs allows users to keep tabs on progress and improve their processes.

Learn moreLearn moreHelpHelp

Related categories

Images & Design

About SalesRabbit

SalesRabbit is a sales enablement app that helps sales teams assign areas, track progress, and constantly get better at their craft.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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