When a new contact is created in HubSpot, it automatically creates a corresponding contact in OpenSolar. Updating existing contacts.
Automatically creates a project in OpenSolar from a designated HubSpot deal and stage, with contact assignment handled seamlessly.
The deal owner from HubSpot is assigned to the project in OpenSolar, ensuring proper project ownership and accountability.
When a proposal is sent from OpenSolar, the corresponding deal stage in HubSpot is automatically updated to reflect this milestone.
Upon proposal sign-off, OpenSolar syncs project and system details. Such as amount, sold status, components like panels, inverters, batteries, and more to the HubSpot Deal, along with project ID, lead source, and custom fields.
The deal stage in HubSpot is updated to “Won” or equivalent stage once the proposal is signed, indicating a successful sale.
Automatically update OpenSolar Project stage to Selling, Installing ect according to HubSpot Deal Stage.
Upon proposal sign-off, user-selected documents are synced from OpenSolar to the HubSpot Deal as attachments, including options like the signed proposal, contract, bill of materials, installation instructions, etc.
Manually trigger a project/system synchronisation from OpenSolar to the linked HubSpot Deal at any time.
Snapfrozen is a Hubspot partner whereby we can facilitate the process of configuring a Hubspot account on your behalf. If you don’t have a CRM and are looking for one and Hubspot ticks all the boxes, we can set you up and integrate your systems which best fit your workflows. If you already have an existing Hubspot account configured we can link and automate processes using our Snapflow integrations platform. Our dedicated and experienced developers are ready to implement our off the shelf option or provide you with a tailored solution for your business needs.
Hubspot is a global leading CRM platform it contains advanced functionality that allows for easy client relationship management. Monitor your team’s communications with clients using their email synchronisation feature which is ideal for training your team in customer success and to check client communications when an employee is on leave. Create sophisticated workflows, automations and email campaigns that allow you to apply conditional logic to help nurture and retarget cold leads. The possibilities with Hubspot are endless to grow your business and to maintain a strong relationship with your clients.
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.
