CompanyCam | Set Up

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The following steps are required to setup the CompanyCam integration through the SalesRabbit Marketplace. Note: This integration is only available to customers on SalesRabbit's Pro or Enterprise membership plans. Additionally administrative access is required in order to access API keys and other credentials/settings in configuring this integration.  

 

Part 1: Form Creation

1. Create a New Form. Make a new section and import the following Lead/Form fields. 

Field Name Field Key Field Type Required/Optional Description*
First Name firstName Lead Field - First Name Not Required First Name of customer
Last Name lastName Lead Field - Last Name Not Required Last Name of customer
Email email Lead Field - Email Not Required Email of customer
Street Address street1 Lead Field - Street Address Not Required Street Address of customer
Apt/Suite street2 Lead Field - Apt/Suite Not Required Apartment or suite number
City city Lead Field - City Not Required City of customer
State state Lead Field - State Not Required State of customer
Postal Code postalCode Lead Field - Postal Code Not Required Postal Code of customer

 

2. Turn on Custom Form Responses

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Part 2: Configure CompanyCam Integration

1. Navigate to the Marketplace under "Integrations". (Must have admin access)

2. Select the CompanyCam Integration Card

3. Navigate to the "Configuration" tab and click "Enable" Screen_Shot_2021-03-10_at_2.54.50_PM.png

4. Select your form from the drop down and enter in your API key from CompanyCam.
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5. Select "Finish" and your integration is set up!

 

Finding your API key from CompanyCam

1. log into companyCam and click your profile picture>>Access Tokens. Copy the key and use it for the step above.

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Note: If you wish to disable or reconfigure this integration at any time you can do so by clicking "Disable" or "Reconfigure" respectively.  Additionally, if the integration is currently live you should see an "enabled" indicator on the integration.

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Your CompanyCam integration should now be live and allow you to create leads in CompanyCam through form submission! If you have any issues or problems please reach out to support or your CSM for help configuring this integration. 

 

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