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INTEGRATIONS • 6 MIN

The HubSpot CompanyCam Integration, Set Up Right

For contractors and field teams who sell in HubSpot and document jobs in CompanyCam: what the integration creates, what reaches HubSpot, and the setup choices that decide whether every project lands with the right address.

By the PipelineSync team Updated

PipelineSync field guide

What does the HubSpot CompanyCam integration do?

It turns HubSpot deals or contacts into CompanyCam projects. When a record is created, or reaches a stage you choose, CompanyCam creates a matching project with the contact's details and address. A link to the project is added to the record's notes, and files uploaded to the project sync to the record's attachments in HubSpot.

CompanyCam builds the integration; its current HubSpot Marketplace listing is called CompanyCam V2. This guide follows CompanyCam's and HubSpot's documentation as of October 2026. The sync is mostly one-way, so decide early which system holds which information.

What do you need to connect CompanyCam to HubSpot?

A CompanyCam Core, Crew or Scale plan, admin permissions in both CompanyCam and HubSpot, and CompanyCam's web app, since the integration can't be set up from mobile. CompanyCam's listing marks every feature as available on HubSpot's free tools. One CompanyCam account connects to one HubSpot account at a time.

Accounts on older CompanyCam plans should check their plan, because the older listing named plans CompanyCam no longer sells. HubSpot's own install rules ask for a Super Admin or a user with App Marketplace access.

How do you set up CompanyCam and HubSpot, in order?

In CompanyCam's web app, open the App Marketplace, connect HubSpot, and choose whether deals or contacts create projects. Sign in to HubSpot and pick the account. Then choose the deal stage or lifecycle stage that should create a project; leave it blank and every new record creates one. Finally, add address fields to HubSpot's forms.

  1. 01 Choose objectDeals or contacts
  2. 02 ConnectAdmin in both tools
  3. 03 Pick a stageOr every new record
  4. 04 HubSpot formsAddress and associations
  5. 05 TestOne deal end to end
The setup in five stages. Each one is described in the list below.
  1. Choose the object: deals suit most sales processes, because a project usually starts when work is agreed.
  2. Connect from CompanyCam's App Marketplace and choose your HubSpot account.
  3. Pick a stage, such as closed won, so you don't create projects for every early lead.
  4. Update HubSpot's create forms: CompanyCam recommends adding contact and company associations to the create-deal form, and street address, city, state and postal code to the create-contact form.
  5. Test with one deal and check the project, its address, and the link back in HubSpot.

What syncs between CompanyCam and HubSpot?

From HubSpot, the record creates a project named after the deal, with the contact's name, email and address. From CompanyCam, a project link appears in the record's notes and uploaded files sync to its attachments. Photos and checklists don't sync directly, and nothing documented updates HubSpot fields from CompanyCam, so job status stays in HubSpot.

  • Address: for deals, the address comes from the associated contact. With no contact address, the project has no address.
  • Checklists: export them to PDF and add the PDF to the project's saved files to get them into HubSpot.
  • Several contacts on a deal: decide which contact is primary for site work, and keep it consistent.

Projects appearing without addresses or in the wrong place? Bring one deal to a free 30-minute call and we will trace the setup.

What are the limits of the CompanyCam integration?

It's mostly one-way, connects one HubSpot account, and only sends files to HubSpot, not photos or checklists. CompanyCam doesn't document how often it syncs or what happens to links and files when you disconnect. For anything else, such as updating a deal when a project changes, CompanyCam offers Zapier and an API.

HubSpot CompanyCam checklist

✓
Plan includes integrations
✓
Admin in both tools
✓
Deals or contacts chosen
✓
Trigger stage set
✓
Address fields on forms
✓
Contact required on deals
✓
Primary site contact agreed
✓
Checklists exported as PDF
✓
Tested with one deal
✓
Team told where photos live

Key takeaway: CompanyCam creates projects from HubSpot records and sends links and files back. Trigger it at the right stage, make sure every deal has a contact with an address, and keep photos in CompanyCam.

Frequently asked questions

What does the CompanyCam HubSpot integration do?

It creates a CompanyCam project when a HubSpot deal or contact is created, optionally only at a chosen deal stage or lifecycle stage. A link to the project appears in the record's notes, files uploaded to the project sync to the record's attachments, and contact details fill the project's contact info. CompanyCam builds the integration.

Which plans does the CompanyCam HubSpot integration need?

When we checked in October 2026, CompanyCam's HubSpot listing named its Core, Crew and Scale plans, and its plans page included integrations on all three. The listing marked every feature as available on HubSpot's free tools. You need admin permissions in both CompanyCam and HubSpot to connect.

Do CompanyCam photos sync to HubSpot?

Not directly. CompanyCam's documentation says only files uploaded to the project sync to HubSpot; photos and checklists don't. To get a checklist into HubSpot, export it to PDF and add it to the project's saved files. The project link on the record opens the photos in CompanyCam.

Why does a CompanyCam project have no address?

Because the project takes its address from a HubSpot contact. When a deal creates the project, CompanyCam pulls the property address from the deal's associated contact, and without one the project is created without an address. Require an associated contact with a full address on your deal form.

Can CompanyCam connect to more than one HubSpot account?

No. CompanyCam's documentation says it connects to one HubSpot account at a time, and the connection is set up from CompanyCam's web app only. If you run several HubSpot accounts, choose the one where deals for site work live.

Sources

HubSpot documentation behind the feature and tier notes above, checked October 2026. HubSpot changes features and tiers often, so check your own portal too.