1.Detect new project
Integrate CompanyCam with field capture tools to watch for new project creation so your workflow can start.
Create estimate contact from new job project details
Automatically monitor new project captures across CompanyCam and estimating workflow tools. Create and update when contact fields are split, enriched, and addedβso you can react to new job created, new project captured, or field project submitted without manual contact entry.
How this automation accelerates estimating contacts
When a new field project is captured, estimators lose time if contacts are not ready in the CRM. This automation monitors CompanyCam projects and splits contact details, extracts address info, and creates CRM contactsβso your team can quote faster.
CompanyCamor swap with your favorite app
2.Splits contact name
Integrate Formatter by Zapier and data mapping tools to split the primary contact full name into first and last fields.
Formatter by Zapieror swap with your favorite app
3.Extracts address fields
Integrate Formatter by Zapier and address parsing tools to pull address and postal code components into CRM-ready values.
4.Creates estimating contact
Integrate PaintScout and contact matching tools to create a CRM contact with email, phone, mailing address, and field source tags.
PaintScoutor swap with your favorite app
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Step 1
Connect your tools
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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