Once a lead is received in your 3 Quotes account, it will sync with HubSpot, automatically creating a contact, deal, and note. From there, an OpenSolar project can be created through the HubSpot to OpenSolar integration (sold separately). This saves time by eliminating manual data entry and improves response time, as new leads appear in your system almost instantly.
Notifications are set up via email or directly within HubSpot, ensuring your team is instantly alerted whenever a new lead from 3 Quotes is received. This ensures no lead is missed, enabling your sales team to quickly follow up and close deals efficiently.
3Quotes is a newer Australian lead generator, established in 2012 and offers quoting services beyond solar to end customers. As the name implies, visitors to 3 quotes register and request the service they require and are provided three local service providers to compare quotes and services.
Over half a million homeowners have chosen 3 quotes for their solar related enquiries since its inception. They have a detailed knowledge base that answers various questions that are specific to solar, which helps customers make an informed decision. By linking 3 quotes to OpenSolar you can expedite the process of qualifying the lead and have a project automatically created for you with all the details that have been submitted. This allows you to jump straight into the OpenSolar project and start creating a system design for the client. Which saves you time and resources that you would be spending on reviewing the lead that has come in, then manually creating a project in OpenSolar and inputting all the information from the lead.
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.
Phone 1300 655 722
Email info@snapfrozen.com.au
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Snapfrozen specialises in web application development and cloud infrastructure.
At Snapfrozen, we're a professional team of web developers and technical problem solvers.
We're proudly based in Coffs Harbour, New South Wales, servicing clients world wide.
We’ve been making the web work for business since 2001.
