Content Comparison

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Create New Contact	Create a new Contact record in Solarplus.
Quotes LineItems	Get all line items in a quote
Contact Quotes	Get All Quotes by Contact
Update Contact	Update existing contact information
Delete Contact	Delete a Contact
View Contact	View a Contact’s Information

Some Common Use Cases

Syncing from SolarPlus:

When a new Contact is created in SolarPlus, sync all contact details to the other CRM/app

When a quote is sent, update the status of the customer record in the other app

When a quote is sent, sync all quote line items across to the other app (note: grouped items will be synced as separate line items to that you have all components itemised.

Syncing to SolarPlus:

When a new Contact is created in the other app, sync all contact details into SolarPlus

When a deal is updated to a certain pipeline stage in Hubspot, update the status of the quote in SolarPlus