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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
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When a deal is updated to a certain pipeline stage in Hubspot, update the status of the quote in SolarPlus
Common Zapier Connections
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Here are some Apps you might want to connect your SolarPlus account to through Zapier:
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