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Connect CompanyCam to bring job-site photos from a CompanyCam project into a HomePlan’s photo gallery. There are no keys to create or paste: Sales Ask asks CompanyCam for read-only access on your behalf.

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What you need

  • A Sales Ask organization admin account
  • A CompanyCam account with access to the projects you want to import from

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Connect

  1. In Sales Ask, go to Settings → Integrations and open CompanyCam.
  2. Click Connect CompanyCam.
  3. Sign in to CompanyCam and approve the access.
  4. CompanyCam returns you to the Integrations page, now connected.
Once connected, Sales Ask matches each meeting to its CompanyCam project. The project’s photos are added to the HomePlan while it generates, and you can import more from Photos → Import from CompanyCam in the HomePlan editor.

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Connected with your own CompanyCam app

If your organization connected earlier by creating its own CompanyCam application and pasting a Client ID and Client Secret, that connection keeps working and you don’t need to do anything. To switch to the one-click connection:
  1. In Settings → Integrations → CompanyCam, click Disconnect under Danger zone.
  2. Click Connect CompanyCam and approve the access.
Photos already on HomePlans stay where they are.