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Includes: Hubspot, SimPro, Pipedrive, Salesforce, Zoho and many more
Zapier App Functions
Zapier allows you to:
When a certain trigger happens in SolarPlus, conduct actions in your other app (eg. do something when a quote is approved or when a new contact/quote is created)
When a certain trigger happens in the the other app, conduct actions in SolarPlus (eg. create a new contact, update a contact, change the status of a quote)
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The SolarPlus Zapier App has the following functions:
Triggers - do something when one of these things happens on the SolarPlus side:
Contact Created
Quote Created
Quote Status Updated
Quote Deleted
Eg. you may be changing the status of a Contact, Quote, Invoice or Job within your other app.
Actions - when a trigger is fired either from one of the above or on your other app, do this:
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
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When a deal is updated to a certain pipeline stage in Hubspot, update the status of the quote in SolarPlus
See detailed steps at:Zapier Integration
/wiki/spaces/SPHC/pages/2097479681
Let’s Get Started!
To link SolarPlus with your Zapier account, please click the link below:
https://zapier.com/developer/public-invite/33162/3f50c03d06ea86c871b42b159aa9a31d/
Common Zapier Connections:
Here are some Apps you might want to connect your SolarPlus account to through Zapier:
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