Company Cam by UPro for ZOHO CRM - User Guide

CompanyCam for Zoho is the first extension for contractors to easily track job progress with one click of a button.

TAKE ME TO MARKETPLACE
What you need before installing ‘Company Cam Connect by UPro extension for Sales and Marketing? 
To Install the extension:
  1. Navigate to Setup > Marketplace > All in Zoho CRM
  2. Select ‘All Extensions’. Search for ‘Company Cam Connect by UPro’
  3. Click ‘Install’
  4. Agree to the Terms of Services and click ‘Continue’.

5.Select one of the following options in ‘Choose Users/ Profile’.

  • Install for admin only
  • Install for all users
  • Choose Profiles
  •  

  • 6.Click Confirm
 
7.Under ‘Extension Details’, Click ‘Settings.’ 
 
8.Enter the ‘Access Tokens’
 

 

9.Click ‘Save’

10.Check for a confirmation email from Zoho MarketPlace with the Extension name and Date of Installation.
How to Use ‘Company Cam’ extension for ZOHO CRM’

 

‘Company Cam’ projects for Deals

  • Create a Deal record.

  • If no projects are available for the associated primary address, Company Cam Extension for  ZOHO CRM creates a new project in Company Cam with name set to Deal Name from the CRM record and primary address associated with the Deal. 

 

  • In the Related List, check entry under Company Cam for the new project ID

 

  • Project ID for record is for project created in Company Cam.

 

  • All records in Company Cam module have at least one record in CC Projects module associated with it.

 

Note: View project related data for any address within the ‘CC Project’ module. 

 
How to Use ‘Company Cam’ extension for ZOHO CRM’

 

‘Company Cam’ projects for Quotes 

  • Create a Quote record. 

 

  • If no projects are available for the associated primary address, Company Cam Extension for ZOHO CRM creates a new project in Company Cam with name set to Quote Name from the CRM record and primary address associated with the Deal.

 

  • In the Related List, check entry under Company Cam for the new project ID

 

  • Project ID for record is for project created in Company Cam. 

 

  • All records in Company Cam module have at least one record in CC Projects module associated 
    with it. 

 

Note: View project related data for any address within the ‘CC Project’ module.

Retrieve Photos and Documents from ‘Company Cam’  

 

  • Retrieve project files in Company Cam for a Deal into ZOHO CRM – Company Cam module.

 

  • Retrieve project files in Company Cam for a Quote into ZOHO CRM – Company Cam module.

 

  • In Company Cam module, select record and choose ‘Download’ button.

 

  • In the pop up, select the ‘+’ option to download specific file, or Download All to download a zip 
    file with all project files.

 

  • Integration will display the attached message if there are no images or documents within the project folder in Company Cam

 

Sync to a different Company Cam Project in CRM
At the time of creating a Deal or a Quote, if there exist multiple projects for the same address in 
Company Cam, Company Cam extension for ZOHO CRM syncs deal/ Quote with the latest 
project (Date and time) only. To update the project sync and retrieve files from a different project, 
navigate to Company Cam record, edit and select the Project as shown here, save the record to 
reinitiate the sync with Company Cam).