OpenSolar to Hubspot Integration Onboarding

What we’ll cover: 

  • What does your current sales process look like? Where are there areas of improvement?
  • What territories or regions do your teams cover? 
  • What are the different stages of your deal pipelines?
  • What daily tasks do your sales reps complete? 
  • How are leads automatically assigned or rotated to sales reps? 

 What we’ll guide you on:

  • Creating deal stages to automate the pipeline process. 
  • Customize deal pipelines to fit your sales process. 
  • Adding tasks so that sales reps can more efficiently execute daily objectives. 
  • Automating how leads are rotated to sales reps. 
  • Confirm that the deal stage properties are ready. 
  • Set up workflow extensions to automate sales processes. 
  • Explore how other tools integrate with HubSpot.

Contact us today to start integrating your systems!

FAQs

This integration removes the requirement for data entry across two or more platforms depending on the extent of the integration. Simply put the time and effort put into generating a solar design & quote in the solar platform of your choosing, won’t require any additional time & resources to input those same details into another system.

The two or more platforms will synchronise, therefore removing the time required to manually input the same information into the linked platforms. This will free up your administrator/account manager to focus on other tasks, rather than manual data entry.

The monthly subscription fee covers several costs incurred as a result of the integration. These costs include the Snapflow running costs, on-going maintenance, support related costs and any refactor costs which arise from when either platforms updates their API (Application Programming Interface) structure or the linked platform makes changes to their API structure.

Our integration process involves an initial consultation to understand your needs, followed by a tailored implementation plan. We then configure and test the integration to ensure it meets your requirements.

Integrations with other platforms can vastly streamline your operations, improve data accuracy, reduce manual data entry, enhance reporting capabilities, and provide a seamless workflow across different tools.

We prioritize security in all our integrations. We use industry-standard encryption and secure APIs to ensure that your data is protected throughout the integration process. We have also hired independent security audit companies to check for vulnerabilities and ensure best practice is utilized.

Ongoing support and maintenance services to ensure that the integration continues to function smoothly. This includes troubleshooting, updates, and any necessary adjustments as platforms regularly make changes in new version releases. This results in changes made to the API (Application Programming Interface) structure, which we utilise to build the integrations.

Our goal is to enhance, not hinder, your existing systems. We carefully design integrations to ensure optimal performance and minimal impact on your current operations. We have gone as far to build our own inhouse integration platform rather than rely on third-party integration tools.