Hubspot & Opensolar Integration

The HubSpot to OpenSolar integration effortlessly bridges your sales and project management workflows, enabling seamless data synchronisation, automated deal and project creation, and real-time updates across both platforms.

Project & Deal Automation

Create Opensolar projects from Hubspot deals

Create HubSpot deals from OpenSolar projects

User management

Contact Synchronisation

Two-way sync

Automatically sync new contacts and updates between HubSpot and OpenSolar.

One-way sync options

Choose to sync only from HubSpot to OpenSolar or vice versa.

Hubspot Custom CRM Card

Easily view OpenSolar project details directly within your HubSpot deals. The integration automatically pulls in relevant project information and includes a quick link to open the project in OpenSolar, making it simple to manage sales and installations in one place.

Hubspot Deal Stage Updates

Automatically update HubSpot deal stages based on OpenSolar project progress.

Automatic Proposal Tracking

When a proposal is sent in OpenSolar, the linked HubSpot deal automatically moves to a stage of your choice (e.g., “Proposal Sent”), keeping your pipeline up to date.

Seamless Deal Progression

When a proposal is signed in OpenSolar, the linked HubSpot deal automatically moves to a designated stage (e.g., “Closed Won”), ensuring your sales pipeline reflects the latest status.

Real-Time Deal Stage Syncing

Keep your HubSpot deal stages aligned with OpenSolar project milestones, ensuring accurate and up-to-date tracking throughout the sales process.

Get Started Now

Integrate HubSpot & OpenSolar

For businesses seeking effortless automation and seamless synchronisation.

100

/ month

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.

$500 Initial Setup Fee + $100 / month ongoing.

Quick setup & hassle free integration.

Prices listed ex GST.

Need something specific?

For businesses that require a customised integration solution, contact us to discuss your requirements.

Contact us to discuss your requirements