CompanyCam + FieldPulse
Add new projects in CompanyCam for every new customer in FieldPulse
Start managing your new clients efficiently with this handy workflow. When a new customer is added in FieldPulse, it will immediately create a project in CompanyCam. Stay organized and ensure no client data is missed or lost. This easy process helps keep your business operations smooth and seamless.
Start managing your new clients efficiently with this handy workflow. When a new customer is added in FieldPulse, it will immediately create a project in CompanyCam. Stay organized and ensure no client data is missed or lost. This easy process helps keep your business operations smooth and seamless.
- When this happens...New Customer
Trigger when a new customer is added.
- automatically do this!Add Project
Creates a new project in your account.
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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.
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About FieldPulse
FieldPulse is a field service platform that helps service businesses run operations, manage teams, and grow - all in one place, on any device.