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Solar CRM Integrations

CRM (Customer Relationship Management)

Do more with Solar CRM integrations

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Connect Solar CRM to 5,000+ apps
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Integrate Filter by Zapier with Solar CRM

Filter by Zapier

Developer Tools, Zapier
Integrate Facebook Lead Ads with Solar CRM

Facebook Lead Ads

Ads & Conversion
Integrate LeadConnector with Solar CRM

LeadConnector

Marketing Automation
Integrate Email by Zapier with Solar CRM

Email by Zapier

Email, Zapier
Integrate Google Sheets with Solar CRM

Google Sheets

Google, Spreadsheets
Integrate Delay by Zapier with Solar CRM

Delay by Zapier

Developer Tools, Zapier
Integrate Slack with Solar CRM

Slack

Team Chat
Integrate Formatter by Zapier with Solar CRM

Formatter by Zapier

Documents, Zapier
Integrate Twilio with Solar CRM

Twilio

Phone & SMS
Integrate Filter by Zapier with Solar CRM

Filter by Zapier

Developer Tools, Zapier
Integrate Facebook Lead Ads with Solar CRM

Facebook Lead Ads

Ads & Conversion
Integrate LeadConnector with Solar CRM

LeadConnector

Marketing Automation
Integrate Email by Zapier with Solar CRM

Email by Zapier

Email, Zapier
Integrate Google Sheets with Solar CRM

Google Sheets

Google, Spreadsheets
Integrate Delay by Zapier with Solar CRM

Delay by Zapier

Developer Tools, Zapier
Integrate Filter by Zapier with Solar CRM

Filter by Zapier

Developer Tools, Zapier
Integrate Facebook Lead Ads with Solar CRM

Facebook Lead Ads

Ads & Conversion
Integrate LeadConnector with Solar CRM

LeadConnector

Marketing Automation

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Quickly automate Solar CRM integrations with Zapier's templates

  • Add new Solar CRM prospects to Google Sheets

    Try it
    • Solar CRM logo
    • Google Sheets logo
    Solar CRM + Google Sheets
    More details

    1. When this happens

      Step 1: Prospect Created

    2. Then do this

      Step 2: Create Spreadsheet Row

    See Zap detailsTry it

    Add new Solar CRM prospects to Google Sheets

    Add new Solar CRM prospects to Google Sheets
    • Solar CRM logo
    • Google Sheets logo
    Solar CRM + Google Sheets

  • Send emails via Gmail when Solar CRM prospects move to closed/won stages

    Try it
    • Solar CRM logo
    • Filter by Zapier logo
    • Gmail logo
    Solar CRM + Filter by Zapier + Gmail
    More details

    1. When this happens

      Step 1: Stage Triggers

    2. Then do this

      Step 2: Only continue if...

    3. Then do this

      Step 3: Send Email

    See Zap detailsTry it

  • Send SMS messages for new Solar CRM appointments

    Try it
    • Solar CRM logo
    • SMS by Zapier logo
    Solar CRM + SMS by Zapier
    More details

    1. When this happens

      Step 1: Appointment Created

    2. Then do this

      Step 2: Send SMS

    See Zap detailsTry it

  • Add new leads in Facebook Lead Ads to Solar CRM

    Premium
    Try it
    • Facebook Lead Ads logo
    • Formatter by Zapier logo
    • Solar CRM logo
    Facebook Lead Ads + Formatter by Zapier + Solar CRM
    More details

    1. When this happens

      Step 1: New Lead

    2. Then do this

      Step 2: Text

    3. Then do this

      Step 3: Add Prospect

    See Zap detailsTry it

  • Add new Solar CRM appointments to Google Sheets rows

    Try it
    • Solar CRM logo
    • Google Sheets logo
    Solar CRM + Google Sheets
    More details

    1. When this happens

      Step 1: Appointment Created

    2. Then do this

      Step 2: Create Spreadsheet Row

    See Zap detailsTry it

  • Send Slack messages when new Solar CRM prospects are created

    Try it
    • Solar CRM logo
    • Slack logo
    Solar CRM + Slack
    More details

    1. When this happens

      Step 1: Prospect Created

    2. Then do this

      Step 2: Send Channel Message

    See Zap detailsTry it

  • Create prospects in Solar CRM from new Typeform entries

    Try it
    • Typeform logo
    • Solar CRM logo
    Typeform + Solar CRM
    More details

    1. When this happens

      Step 1: New Entry

    2. Then do this

      Step 2: Add Prospect

    See Zap detailsTry it

  • Send Slack messages when new Solar CRM prospects enter certain stages

    Try it
    • Solar CRM logo
    • Filter by Zapier logo
    • Slack logo
    Solar CRM + Filter by Zapier + Slack
    More details

    1. When this happens

      Step 1: Stage Triggers

    2. Then do this

      Step 2: Only continue if...

    3. Then do this

      Step 3: Send Channel Message

    See Zap detailsTry it

Supported triggers and actions

What does this mean?
  • Solar CRM triggers, actions, and search

    Prospect Created

    Triggers when a new Prospect is created in Solar CRM via Solar CRM.

    Trigger
    Scheduled
    Try It

    • First NameRequired

      First name of the prospect

    • Last NameRequired

      Last name (surname) of the prospect

    • EmailRequired

      Email address of the prospect

    • PhoneRequired

      Phone number of the prospect (preferably mobile). Should follow the format (xxx) xxx-xxxx

    • AddressRequired

      Street address of the prospect (number and street)

    • CityRequired

      City where prospect lives

    • StateRequired

      State two letter code. (i.e. TX for Texas)

    • Zip CodeRequired

      Zip Code where prospect lives (max-length: 5 characters)

    • Homeowner?Required

      Is the prospect a homeowner?

    • Electric BillRequired

      Electric bill for prospect

    • CampaignRequired

      Solar CRM Campaign assignment for prospect

    • Rep

      The rep that a lead is assigned to

    • Estimated Value

      Estimated value of the prospect as a number (no currency symbols).

    Action
    Write
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About Solar CRM

Solar CRM is a CRM tool designed specifically for the Solar sales individual.

Related categories

  • CRM (Customer Relationship Management)

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Popular Solar CRM Integrations

  • Filter by Zapier
  • Facebook Lead Ads
  • LeadConnector
  • Email by Zapier
  • Google Sheets

Popular Solar CRM Integrations