Connect Tele CRM and CompanyCam to Build Intelligent Automations
Choose a Trigger
When this happens...
New Leads Created or Modified
Choose an Action
Automatically do this!
Add Photo
Create Checklist From Template
Add Project
Add Project Label
Update Project Notepad
Find or Create Project
Create Tag
Create User
Create Group
Ready to use Tele CRM and CompanyCam automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Leads Created or Modified
Auto-created action shell
New Document
Triggers when a document is added to a project.
New Photo
Triggers when a new photo is added to a company project.
New Project
Triggers when you add a new project.
Todo / Checklist Completed
Triggers when a checklist is completed.
Photo Tagged
Triggers when a photo is tagged
Do thisActions
Action is the task that follows automatically within your Tele CRM integrations.
Create a Lead
Add a lead
Update Lead Details
Update lead details
Search Leads
Search leads by name or email
Add Photo
Adds a new photo to an existing project
Create Checklist From Template
Creates a new checklist on a project from a template
Add Project
Creates a new project in your account
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Frequently Asked Questions
To start, connect both your Tele CRM and CompanyCam accounts to viaSocket. Once connected, you can set up a workflow where an event in Tele CRM triggers actions in CompanyCam (or vice versa).
Absolutely. You can customize how Tele CRM data is recorded in CompanyCam. This includes choosing which data fields go into which fields of CompanyCam, setting up custom formats, and filtering out unwanted information.
The data sync between Tele CRM and CompanyCam typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Tele CRM and CompanyCam. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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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