SolarPlus Integration to almost any CRM via Zapier

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 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

See detailed steps at:

https://solarplus.atlassian.net/wiki/spaces/SPHC/pages/2097479681