Automate Salesforce & CompanyCam

Stop paying for mismatched spreadsheets. Sync data between Salesforce and CompanyCam 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 ["Salesforce"]
        T1(["Closed Opportunity Legacy"])
    end
    
    subgraph Middleware ["Enterprise Integration Core"]
        W[CRON API
Poller] --> V{Validation
& Auth}
        V -->|Fail| DLQ[Dead Letter
Queue]
        V -->|Pass| Map[Data Mapping
& Transformation]
        Map --> Retry[Rate Limiting
& Retries]
    end
    
    subgraph Target ["CompanyCam"]
        A1(["Add Photo"])
    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 Salesforce and CompanyCam operate independently, field teams often face delays in project updates due to manual data entry. For example, when a field technician completes a job and uploads photos to CompanyCam, the corresponding project details in Salesforce remain outdated. This discrepancy leads to wasted hours for project managers who must cross-reference and manually input data from CompanyCam into Salesforce, risking inaccuracies and miscommunication across teams.

Top Ways to Automate Salesforce & CompanyCam

Automated Lead Enrichment: Automatically attach relevant CompanyCam photos and documentation to Salesforce leads, ensuring your sales team has all the necessary visual context when engaging with prospects.
Streamlined Project Updates: Sync project updates from CompanyCam directly into Salesforce, allowing your sales team to access real-time project statuses and documentation without manual data entry.
Enhanced Reporting: Generate comprehensive reports in Salesforce that include visual documentation from CompanyCam, providing stakeholders with a complete overview of project progress and customer interactions.

How to Build the Salesforce → CompanyCam Sync

In Salesforce, configure a webhook to trigger on the 'record update' event for the relevant object (e.g., 'Project'). Ensure the webhook URL points to your integration service.
In your integration service, listen for the webhook payload. Extract the necessary fields such as 'Project ID', 'Status', and 'Completion Date' from the incoming data.
Construct a POST request to the CompanyCam API endpoint '/api/projects/{project_id}/photos' using the extracted data. Include the photo URLs and any additional metadata required by CompanyCam.
Test the integration by updating a project in Salesforce and verifying that the corresponding photos are correctly uploaded to CompanyCam.

Developer Warnings & API Gotchas

Ensure that the 'Project ID' in Salesforce exactly matches the 'project_id' in CompanyCam; mismatches will cause the API call to fail.
When extracting photo URLs from Salesforce, validate that they are publicly accessible; CompanyCam will reject any URLs that require authentication.
Be aware of the data type differences; Salesforce may send date fields in a different format than what CompanyCam expects, leading to potential errors during the API call.

Supported API Operations

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

When this happens in Salesforce... Closed Opportunity (Legacy)

Do this in CompanyCam Add Photo
When this happens in Salesforce... Fetch Custom Actions

Do this in CompanyCam Add Project
When this happens in Salesforce... Get Accounts

Do this in CompanyCam Add Project Label
When this happens in Salesforce... Get Campaigns

Do this in CompanyCam Create Checklist From Template
When this happens in Salesforce... Get Contacts

Do this in CompanyCam Create Project

SyncMatrix Experts

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