Textdrip + Solar CRM Integrations
How to connect Textdrip + Solar CRM
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Create contacts and apply drip campaigns in Textdrip from new Solar CRM prospects
Create contacts and apply drip campaigns in Textdrip from new Solar CRM prospects
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Drip Campaign IDRequired
Login to Textdrip.co and navigate to My Drips to select your drip campaign ID
Full NameRequired
First and last name of the contact you want to add to Textdrip (i.e. John Smith).
Phone NumberRequired
Phone number of the lead you would like to add to Textdrip (i.e. +15551234567).
Appointment Created
Triggers when a new Appointment for a Prospect is created in Solar CRM via Solar CRM.
Try ItStage Triggers
Triggers when a lead moves between stages within Solar CRM.
Try It
To NumberRequired
Phone number you are sending a text message to.
Message BodyRequired
The message you would like to send in Textdrip.
Prospect Created
Triggers when a new Prospect is created in Solar CRM via Solar CRM.
Try ItFirst 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-xxxxAddressRequired
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).
How Textdrip + Solar CRM Integrations Work
- Step 1: Authenticate Textdrip and Solar CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Textdrip
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About Solar CRM
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