

Close + CompanyCam (In Review) Integration
Integrate Close to CompanyCam (In Review) in one click, or tell Integrately AI how you want each lead handled. Create leads, sync project details, update your CRM, and notify your team automatically.
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Ready Workflows for Close + CompanyCam (In Review) Integration
Capture leads, sync project photos, keep records updated, alert your team, and trigger follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Close + CompanyCam (In Review) flow
Send project updates to your CRM, notify your team in chat, log communications, and keep your entire stack aligned. Pick a combination and activate it in one click.


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Gmail (8)
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Google Calendar (8)
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HubSpot (8)
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Calendly (8)
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Slack (8)
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QuickBooks Online (8)
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Add every new Close lead to CompanyCam (In Review), and send a welcome email in Gmail.
New Close leads automatically generate a project in CompanyCam (In Review) while Gmail sends a welcome email, so your field teams and clients stay informed without manual delays.
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Send a Gmail email to the team when a new project is created in CompanyCam (In Review) and a lead is added in Close.
Project updates in CompanyCam (In Review) and leads in Close trigger an instant team notification in Gmail, ensuring complete visibility across departments.
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When a Close lead status changes, update the CompanyCam (In Review) project and send a status update email in Gmail.
Lead status changes in Close instantly update your CompanyCam (In Review) project and dispatch a Gmail update, keeping records current across tools.
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Draft a Gmail email for every Close lead created from a CompanyCam (In Review) project.
Every Close lead generated from a CompanyCam (In Review) project immediately populates a draft email in Gmail, streamlining outreach.
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If a Close lead is created using a search query, add a project in CompanyCam (In Review) and send a confirmation email in Gmail.
Targeted lead queries in Close automatically initiate a CompanyCam (In Review) project and dispatch a confirmation email via Gmail.
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When a Close opportunity is won, send a confirmation email in Gmail and update the CompanyCam (In Review) project.
Won opportunities in Close trigger a congratulatory Gmail message and update your CompanyCam (In Review) project details instantly.
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Use Claude to summarise every Close call record, email the summary in Gmail, and add a tag to the CompanyCam (In Review) photo.
Claude summarises Close call records, emails the brief via Gmail, and tags related CompanyCam (In Review) photos for complete documentation.
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Turn every Close opportunity into a CompanyCam (In Review) project, send a notification email in Gmail, and create a contact in HubSpot.
Won Close opportunities become CompanyCam (In Review) projects, trigger Gmail alerts, and create synced contacts in HubSpot.
Supported triggers and actions for Close and CompanyCam (In Review)
Mix and match to build the exact automation you need

Close Triggers & Actions
Instant
Opportunity status change activity is updated in Close
Triggers the automation when the status of any opportunity changes
Try it → Instant
Custom activity is created or updated in Close
Triggers the automation when a custom activity is created or updated
Try it → Instant
Lead Status change is created in Close
Triggers the automation when the status of a lead changes
Try it → Instant
Membership is activated in Close
Triggers the automation when a membership is activated
Try it → Instant
Email Sequence Subscription created or updated in Close
Triggers the automation when a subscriber is added or updated
Try it → Lead is created using search query in Close
Triggers the automation when a new lead has been added based on search criteria
Try it → Instant
Opportunity status change activity is created in Close
Triggers the automation when the status of any opportunity changes
Try it → Instant
Opportunity is created in Close
Triggers the automation when any opportunity is updated
Try it → Instant
Call record is updated in Close
Triggers the automation when call details are modified
Try it → Instant
Call record is created in Close
Triggers the automation when a new call record is created
Try it → Instant
Task is created in lead in Close
Triggers the automation when a new task is created for any lead
Try it → 
CompanyCam (In Review) Triggers & Actions
Instant
Project is created in CompanyCam (In Review)
Triggers the automation when a new project is created
Try it → Instant
Project is updated in CompanyCam (In Review)
Triggers the automation when a project is updated
Try it → Instant
Photo is created in CompanyCam (In Review)
Triggers the automation when a new photo is created
Try it → Instant
Photo is updated in CompanyCam (In Review)
Triggers the automation when a photo is updated
Try it → Instant
Tag is added to photo in CompanyCam (In Review)
Triggers the automation when a tag is added
Try it → Instant
Label is added to project in CompanyCam (In Review)
Triggers the automation when any project is labelled
Try it → Instant
Document is created in CompanyCam (In Review)
Triggers the automation when a new document is created
Try it → Instant
Comment is created in CompanyCam (In Review)
Triggers the automation when a new comment is created
Try it → What can you automate with Close + CompanyCam (In Review)?
Streamline your sales and field operations by connecting your CRM and project photo storage seamlessly.
🚀
Create Close leads from CompanyCam projects automatically
Start your sales workflow the moment a job site project is initiated. Every project detail flows straight into your CRM without manual copying.
📋
Capture every submitted field and project note
Map custom tags, project labels, and document attachments directly into your Close lead notes. Keep all site context attached to the right customer.
🔔
Alert your team instantly when projects arrive
Send instant notifications to your sales or field teams when new projects are created or updated. Eliminate delays in project handoffs.
🔀
Route leads based on submitted tags and status
Send high-priority projects to senior sales reps in Close while routing standard jobs to automated queues. Direct work accurately based on real field data.
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Keep CRM and project records synchronized
Update lead status, project comments, and contact details automatically across both platforms. Prevent discrepancies between field work and sales records.
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Search and update records instead of duplicating
Search existing Close leads before creating new ones, updating records when a project is modified. Maintain a clean and organised database.
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Handle project completions and photo updates
Trigger automated workflows when a project is updated or a new photo is added in CompanyCam (In Review). Keep your pipeline reflecting actual field progress.
🔌
Extend project workflows to Slack and Gmail
Notify your team on Slack or send confirmation emails in Gmail whenever a new CompanyCam (In Review) project updates a Close lead. Connect your entire operational stack.
And much more...
Who is Close + CompanyCam (In Review) integration for?
Connecting Close and CompanyCam (In Review) eliminates manual data entry between your sales pipeline and field project documentation, helping teams move faster.
Performance marketers
Sales representatives
Project managers
Operations teams
Account executives
Field supervisors
📈
Performance marketers
You're tracking lead acquisition across multiple Close campaigns, but your pipeline reports only update when someone manually logs entries, so the counts you're reviewing against are always a few hours behind — with this integration, every new lead lands in your CRM instantly and your data stays current.
💼
Sales representatives
You're waiting on site photos to follow up with prospects, but new CompanyCam (In Review) projects sit in a camera roll until someone emails them, so leads go cold before you make contact — with this integration, every new project triggers an instant lead notification in Close so you can reach out immediately.
🏗️
Project managers
You're managing job sites and trying to keep stakeholders updated, but transferring field photos into your CRM takes hours of manual work every week — with this integration, every new photo and project syncs automatically so your client records stay completely up to date.
⚙️
Operations teams
You're processing dozens of site visits every day, but copying project details from CompanyCam (In Review) into Close leads causes endless bottlenecks and missed entries — with this integration, every project automatically creates and updates records without manual data entry.
🤝
Account executives
You're ready to close deals, but field teams capture project photos without connecting them to the right Close opportunity, leaving you blind during sales calls — with this integration, every project links directly to your CRM records so you always have full context.
📋
Field supervisors
You're documenting job sites with photos and notes, but communication gaps between field apps and sales tools lead to missing records and lost project history — with this integration, every update flows seamlessly between platforms to maintain a complete audit trail.

Did you know?
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Why choose Integrately to automate Close + CompanyCam (In Review)
Build and manage your Close + CompanyCam (In Review) automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Close + CompanyCam (In Review) with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
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Frequently Asked Questions
How do I connect Close to CompanyCam (In Review)?
You can connect Close to CompanyCam (In Review) in 1-click using ready workflows on Integrately or ask Integrately AI to build your custom automation. Simply select your trigger event, map your fields, and activate your workflow instantly alongside tools like Gmail, HubSpot, and Slack.
Can I automatically create a lead in Close when a new project is created in CompanyCam (In Review)?
Can I connect Close, CompanyCam (In Review), and Slack?
What is a good Zapier alternative for Close and CompanyCam (In Review)?
How does Close handle lead data during automation?
Can CompanyCam (In Review) photos update my CRM records automatically?
Do I need coding skills to automate Close and CompanyCam (In Review)?
Is the Close and CompanyCam (In Review) integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
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