Cloud Integrations
Automated Project & Deal Management
Streamline your sales process with automated workflows for project and deal updates.
Seamless Contact Synchronisation
Keep customer information up to date across both HubSpot and OpenSolar effortlessly.
Pre-built HubSpot CRM Card
Access key OpenSolar data directly within HubSpot for a smoother sales experience.
HubSpot Deal Stage Updates
Ensure your deal pipeline stays accurate with automatic stage updates.
Real-Time Data Syncing
Instant two-way data updates between OpenSolar and HubSpot for reliable and timely information.
Automated Workflow for Solar Projects
Connect OpenSolar with Simpro to streamline your operations from quoting to project completion.
Automatic Project & Quote Creation
Automatically create OpenSolar projects from Simpro sites, and generate Simpro quotes when a project is signed in OpenSolar—no manual entry required.
Seamless Data Sync
Keep customer details, addresses, and project information consistent across both platforms.
Job Notes & Reference Sync
Transfer proposal notes and custom references for smooth team collaboration.
Built-in Settings Dashboard
Manage sync preferences and custom mapping through an easy-to-use interface.
Flexible Sync Options
Support for one-way or two-way syncing to match your business workflow.
Seamlessly connect your solar leads to HubSpot. Automatically.
Unlimited Enrolments
Enrol as many contacts into HubSpot sequences as you need, with no usage limits.
Smart Workflow Automation
Automatically trigger sequence enrolments directly from HubSpot workflows for timely, personalised follow-ups.
Sales Hub & Operations Hub Ready
Unlock automated sequence enrolments using Sales Hub Professional or Operations Hub Professional — no costly Marketing Hub Pro required.
Connected Inbox Support
Choose the right sending address from connected inboxes for full control and flexibility.
Works with Contacts & Deals
Trigger enrolments from either Contacts or Deals, perfectly suited for sales-driven workflows.
