SolarPlus integrates with HubSpot –
one of the most powerful CRM’s
in the market!
The integration between SolarPlus and HubSpot means you can automate manual tasks and improve customer communications. This best-in-class combination means that your sales and admin teams can work more efficiently and grow the business faster!
Empower your team with the tools they need:
Set up powerful solutions that automates communications and reduces manual tasks
Create compelling SolarPlus proposals and end to end job compliance time-savers
Set up detailed reporting dashboards on monthly sales, STC tallies and profit and loss
Get better visibility on the breakdown of sales pipeline reporting by components
Interested in HubSpot integration? Contact us.
Our HubSpot integration tool is available to new and existing SolarPlus customers.
SolarPlus / HubSpot Integration Functionality
Two way contact sync between SolarPlus and HubSpot
Create a Deal when a Quote is sent
Sync Quote data and document links to the Deal
Update Contact and Quote status
How the SolarPlus / HubSpot Integration Works
SolarPlus / HubSpot Integration Example
FAQs About Contact Syncing
Contacts are synced from Hubspot to SolarPlus automatically every 5 minutes.
- The Contact owner from Hubspot is identified and assigned as the ‘Customer Rep’ in SolarPlus where the same username exists.
- When the new Contacts are added, that user is notified with an in-app notification with the number of new Contacts added.
- The new Contacts appear at the top of the Contact list view ready for a new quote to be created.
- The Dashboard ‘Leads’ counter widget can be used to get a view all of leads created today (set option for 1-day view).
Why energy professionals love SolarPlus
