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How to Integrate zoho-crm & CompanyCam

Automate your business. Connect zoho-crm to CompanyCam and sync data automatically without writing code.

Popular Automation Workflows

Here are the most powerful ways businesses connect these two platforms:

When: New Contact → Then: Create Project
When: Get Contact Layout → Then: Add Photo
When: Get Contact Roles → Then: Create Checklist From Template
When: New Lead → Then: Add Project
When: Get Lead Layout → Then: Add Project Label

zoho-crm Triggers

Events that happen in zoho-crm to start an automation.

  • Trigger
    New Contact
    New Contact
  • Trigger
    Get Contact Layout
    Get Contact Layout
  • Trigger
    Get Contact Roles
    Get Contact Roles
  • Trigger
    New Lead
    New Lead
  • Trigger
    Get Lead Layout
    Get Lead Layout
  • Trigger
    Get a list of the modules in the users' Zoho Account
    Get a list of the modules in the users' Zoho Account
  • Trigger
    Get module entries
    Get module entries
  • Trigger
    Get a list of the modules in the users' Zoho Account
    Get a list of the modules in the users' Zoho Account
  • Trigger
    Get a list of the modules in the users' Zoho Account
    Get a list of the modules in the users' Zoho Account
  • Trigger
    Get module entries
    Get module entries
  • Trigger
    Get searchable customfields
    Get searchable customfields
  • Trigger
    Get Module Entries
    Get Module Entries
  • Trigger
    Get List unique fields
    Get List unique fields
  • Trigger
    Get Modules
    Get Modules
  • Trigger
    New Entry in Module (Instant)
    New Entry in Module (Instant)
  • Trigger
    Get Latest Entries in Specified Module
    Get Latest Entries in Specified Module
  • Trigger
    Get Layout for Module
    Get Layout for Module
  • Trigger
    New Module Entry
    New Module Entry
  • Trigger
    New or Updated Contact
    New or Updated Contact
  • Trigger
    New or Updated Lead
    New or Updated Lead
  • Trigger
    New/Updated Module Entry
    New/Updated Module Entry
  • Trigger
    New User
    New User
  • Trigger
    Updated Field
    Updated Field
  • Trigger
    Updated Module Entry
    Updated Module Entry
  • Trigger
    Fetch Custom Actions
    Fetch Custom Actions

CompanyCam Actions

What CompanyCam will do automatically when triggered.

  • Action
    Create Project
    Creates a new project for photo documentation.
  • Action
    Add Photo
    Add Photo
  • Action
    Create Checklist From Template
    Create Checklist From Template
  • Action
    Add Project
    Add Project
  • Action
    Add Project Label
    Add Project Label
  • Action
    Update Project Notepad
    Update Project Notepad

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