Zapier

Overview

Zapier is a middleware platform that allows you to sync information and functions between many different CRM and marketing platforms, including Simpro, Pipedrive, Salesforce, Zoho and many more

https://zapier.com/explore

To connect to the SolarPlus Zapier integration click the link below:

https://zapier.com/developer/public-invite/33162/3f50c03d06ea86c871b42b159aa9a31d/

Features

When a certain trigger happens in SolarPlus, another action takes place in your other app, or vice-versa. (eg. When a quote is approved in SolarPlus, a new contact/quote is created in SimPro, or the status of a quote is updated)

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 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

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

Common Zapier Connections:

Here are some Apps you might want to connect your SolarPlus account to through Zapier:

SimPro https://helpguide.simprogroup.com/Content/Service-and-Enterprise/Zapier.htm
Pipedrive https://zapier.com/apps/pipedrive/help
Arrowflow https://help.aroflo.com/display/IMSAPI/AroFlo+Zapier+App
Salesforce https://zapier.com/help/doc/how-get-started-salesforce-zapier
ServiceM8 https://zapier.com/apps/servicem8/integrations/zapier

Before you start

A Zapier integration can be a quick way to connect and sync information between your apps.

However some people might find the setup process time-consuming and requiring some patience.

If you have trouble, consider finding a developer or someone who has worked with Zapier before.

To get information on what Zapier can offer to extend your SolarPlus platform, check out this explainer first: SolarPlus & Zapier - Integration with almost any CRM