Zapier is a middleware platform to allows you to create sync functions between many different platforms.
To connect to the SolarPlus Zapier integration click the link below:
https://zapier.com/developer/public-invite/33162/3f50c03d06ea86c871b42b159aa9a31d/
With a Zapier connection, there are a vast number of CRM, marketing and other platforms you can connect to and integrate: https://zapier.com/explore
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)
You can chain together a range of triggers and actions to suit your purposes.
The SolarPlus Zapier App has the following functions:
Triggers - do something when this happens:
Contact Created
Quote Created
Quote Status Updated
Quote Deleted
Actions - when triggered 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 |
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 Use Cases:
Here are some Apps you might want to connect your SolarPlus account to through Zapier:
Hubspot
SimPro
Pipedrive
Arrowflow