Automate CompanyCam & Salesforce

Stop paying for mismatched spreadsheets. Sync data between CompanyCam and Salesforce in real-time, so you can manage your operations without the busywork.

Get This Workflow Built

Custom API Integration

Secure Data Transfer

Done-For-You Setup

How the Data Flows

graph LR
    subgraph Source ["CompanyCam"]
        T1(["Checklist Completed"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[Webhook
Listener] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["Salesforce"]
        A1(["Add Contact to Campaign"])
    end

    T1 -->|JSON Payload| W
    Retry -->|Authenticated API POST| A1

    style Source fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Target fill:transparent,stroke:#cbd5e1,stroke-dasharray: 5 5
    style Middleware fill:#f8fafc,stroke:#94a3b8,stroke-width:2px
    style T1 fill:#3b82f6,stroke:#fff,stroke-width:2px,color:#fff
    style W fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style V fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Map fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style Retry fill:#1f2937,stroke:#fff,stroke-width:1px,color:#fff
    style DLQ fill:#ef4444,stroke:#fff,stroke-width:1px,color:#fff
    style A1 fill:#e11d48,stroke:#fff,stroke-width:2px,color:#fff

When CompanyCam and Salesforce operate independently, the field team often captures critical photo documentation that never reaches the sales team. For instance, when a project is completed, the field team uploads photos to CompanyCam, but without integration, the sales team lacks immediate visibility into project status. This leads to manual data entry where the sales team must cross-reference project names and manually input photo URLs into Salesforce, wasting hours each week and increasing the risk of errors.

Top Ways to Automate CompanyCam & Salesforce

Seamless Photo Uploads: Automatically sync photos taken in CompanyCam directly to Salesforce, ensuring that your sales and project management teams have immediate access to the latest documentation without manual uploads.
Real-Time Status Updates: Trigger automatic updates in Salesforce whenever a new photo is added or an existing one is modified in CompanyCam, keeping all stakeholders informed and aligned on project progress.
Enhanced Client Communication: Generate automated reports that include relevant photos and project updates from CompanyCam, which can be sent directly to clients through Salesforce, enhancing transparency and client satisfaction.

How to Build the CompanyCam → Salesforce Sync

Set up a webhook in CompanyCam to trigger on the 'Project Completed' event. This can be done in the CompanyCam dashboard under 'Webhooks'.
Configure the webhook to send a payload containing the project ID, project name, and photo URLs to your designated endpoint.
Develop a REST API endpoint in your application to receive the webhook payload. Ensure this endpoint is publicly accessible and can handle POST requests.
In your endpoint, extract the 'project ID', 'project name', and 'photo URLs' from the incoming payload.
Use the Salesforce REST API to create a new record in the appropriate object (e.g., 'Project__c'). Make a POST request to the '/services/data/vXX.0/sobjects/Project__c/' endpoint.
Include the extracted 'project name' and 'photo URLs' in the body of your POST request, formatted as JSON. Ensure that the photo URLs are stored in a field that supports multiple values if necessary.

Developer Warnings & API Gotchas

Ensure that the photo URLs from CompanyCam are properly formatted for Salesforce; if they exceed character limits or are not in a supported format, the API call will fail.
When mapping the project ID from CompanyCam to Salesforce, confirm that the ID exists in Salesforce to avoid creating duplicate records or orphaned entries.
Be cautious of data types; Salesforce fields may require specific formats (e.g., date fields) that need to be converted from CompanyCam's payload before the API call.

Supported API Operations

We leverage official, stable endpoints to ensure secure data transfer. No deprecated legacy routes.

When this happens in CompanyCam... Checklist Completed

Do this in Salesforce Add Contact to Campaign
When this happens in CompanyCam... List Checklist Template

Do this in Salesforce Add File to Record
When this happens in CompanyCam... List of project labels

Do this in Salesforce Add Lead to Campaign
When this happens in CompanyCam... List of tags

Do this in Salesforce Call Apex REST
When this happens in CompanyCam... New Document

Do this in Salesforce Convert Lead to Contact

SyncMatrix Experts

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I can see you're looking at mapping CompanyCam to Salesforce. Tell me about your current setup—what's the specific bottleneck you're trying to automate right now?