CompanyCam + RepCard
Update projects in CompanyCam when statuses change in RepCard
Keep your project workflow efficient and hassle-free with this automation. When there's a status change in RepCard, a new project gets created in CompanyCam instantly. This not only eliminates manual data entry but also streamlines your operations by keeping your teams synced in real-time. Make the most of this integration to stay organized and updated with all your project details.
Keep your project workflow efficient and hassle-free with this automation. When there's a status change in RepCard, a new project gets created in CompanyCam instantly. This not only eliminates manual data entry but also streamlines your operations by keeping your teams synced in real-time. Make the most of this integration to stay organized and updated with all your project details.
- When this happens...Status Changed
Triggers when a status is changed for a contact.
- automatically do this!Add Project
Creates a new project in your account.
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Trigger when any appointment is changed to the status(s) below:Required
Try ItNew Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Try ItTrigger when any contact is changed to the status(s) below:
Try ItEventRequired
First Name
Last Name
Ticket NumberRequired
Email
Phone Number
Company Name
Ticket TypeRequired
Appointment Set
Triggers when a new Appointment is created for any contact.
Try ItTrigger when any user registered to the Event belowRequired
Try ItNew User
Triggers when a new user is created.
Try ItAppointment Title
First NameRequired
Last Name
Email
Phone Country Code
Phone Number
Address
State
City
Zip Code
Meeting Location
Meeting Link
Notes
CalendarRequired
SetterRequired
Closer
Appointment Start TimeRequired
Appointment End TimeRequired