SalesRabbit manages your outside sales process — lead generation, canvassing, door-to-door workflows, and the handoff from prospect to sold job. CompanyCam captures everything that happens once the crew arrives on site.
The SalesRabbit and CompanyCam integration connects both platforms so the documentation your sales team gathers at the door is available to your install crew before they pull into the driveway — and the photos your crew takes on site are available to your sales team when building estimates.
How the CompanyCam + SalesRabbit Integration Works
Once you connect SalesRabbit and CompanyCam, the integration automatically:
- Creates a CompanyCam project when a SalesRabbit form is submitted, populated with the lead’s contact details including name, address, city, state, and postal code.
- Makes files attached to leads in SalesRabbit available inside the corresponding CompanyCam project for salespeople and field crews.
- Pulls photos and documents uploaded in CompanyCam into SalesRabbit for use when building estimates.
The Handoff From Sales to Installation, Without the Gaps
The moment a deal closes, the clock starts on the installation. Your install crew needs to know what was found at the door, what was promised to the customer, and what conditions they’re walking into before they ever arrive on site.
Without an integration, that information lives in your sales team’s notes, texts, or a CRM no one else can easily access. With SalesRabbit and CompanyCam connected, the files and documentation your sales rep attached to the lead are already inside the CompanyCam project when the crew opens it.
Your installers show up with annotated photos, task context, and the details they need to start the job — not questions that require a call back to the sales rep who closed it.
Build Estimates From Photos That Are Already There
When a sales rep is building an estimate in SalesRabbit, the photos from the CompanyCam project are already available to pull in. No downloading, no asking the crew to resend anything, no hunting through a shared drive for the right image.
Your sales team can build more detailed, photo-backed estimates directly from the documentation your crew captured on site — giving customers a clearer picture of the scope and a more credible case for the price.
For teams that want to go further, AI reporting tools can generate a structured site summary from those same photos automatically, giving every SalesRabbit estimate more substance without extra work in the field.
From Lead to Referral, the Documentation Is Always There
The best outside sales operations don’t just close jobs — they create customers who come back and refer others. When a customer sees that your team documented the job from the first door knock to the final walkthrough, their confidence in your business goes up.
With SalesRabbit handling the lead and sales workflow and CompanyCam documenting every stage of the work, the complete project record lives in one connected system. Your sales rep closed it. Your crew documented it. Your customer has proof of what was done. Every photo is organized by project from the moment it’s captured, so the documentation is always ready when the next opportunity comes up.
How to Connect CompanyCam and SalesRabbit
You’ll need active accounts in both CompanyCam and SalesRabbit, with Admin or Manager permissions in CompanyCam. The integration must be set up through a web browser.
- Log in to SalesRabbit and navigate to the Integrations section.
- Find CompanyCam and follow the setup prompts to authorize the connection.
For a detailed walkthrough, check out our step-by-step guide. If you run into any issues, reach out to our support team.
If you’re a SalesRabbit user new to CompanyCam, start a 14-day free trial today. Already using CompanyCam? Log in and connect the integration now.
