Marketo + Solo

Create new Solo customers from newly added Marketo leads

Effortlessly manage your leads in Marketo and Solo with this seamless workflow. When a new lead is added in Marketo, it will instantly create a customer in Solo, saving you time and ensuring up-to-date records for your marketing efforts. Keep your sales and marketing teams in sync by streamlining your lead processing with this automatic solution.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerPolling
automatically do this!
Create Customer
Creates a Customer
ActionWrite

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Supported triggers and actions

- Form
Trigger
Polling
Try It
New Program
Triggers when a new program is created.
Trigger
Polling
Try It
- List
- Additional Fields
Trigger
Polling
Try It
- External Company IDRequired
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

- E-Mail AddressRequired
- Additional fields to retrieve
Action
Search
- Company NameRequired
- External Company IDRequired
Action
Search or write

- Company Id
Trigger
Instant
Try It
- Company Id
Trigger
Instant
Try It
- Company Id
Trigger
Instant
Try It
- Company Id
Trigger
Instant
Try It
- Company Id
Trigger
Instant
Try It
- Company Id
Trigger
Instant
Try It
- Company Id
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- Phone NumberRequired
- EmailRequired
- PasswordRequired
- Company Id
- Timezone IdRequired
- SMS Opt-inRequired
- Liscense Number
Action
Write
- Proposal IdRequired
- Company IdRequired
Action
Write
- User IdRequired
- First Name
- Last Name
- Phone Number
- Email
- Password
- Timezone Id
- SMS Opt-in
- Liscense Number
Action
Write
- Attributes
Action
Search
- Attributes
Action
Search
- Attributes
- Company Id
Action
Search
- Company Id
- Attributes
Action
Search
- Attributes
- Company Id
Action
Search
- Attributes
Action
Search

- List
- Additional Fields
Trigger
Polling
Try It
- Zap Id
- Program ContextRequired
- Campaign ContextRequired
- Program ContextRequired
- Program Member ContextRequired
Trigger
Instant
Try It
- ListRequired
- LeadRequired
Action
Write
- Partition
Action
Write
- Company NameRequired
Action
Search
- Field to searchRequired
- Search valueRequired
- Additional fields to retrieve
Action
Search
- E-Mail AddressRequired
- Additional fields to retrieve
- Partition
Action
Search or write
- Company Id
Trigger
Instant
Try It
- Company Id
Trigger
Instant
Try It
- Company Id
Trigger
Instant
Try It
- Company Id
Trigger
Instant
Try It
- Company Id
Trigger
Instant
Try It
- Company Id
Trigger
Instant
Try It
- User Id
- User Email
- Installer Company Id
- Lead Number
- EmailRequired
- First NameRequired
- Last NameRequired
- AddressRequired
- CityRequired
- StateRequired
- ZipRequired
- PhoneRequired
- Annual UsageRequired
- Utility CompanyRequired
- Offset
- Notes
- Lat
- Lon
- Utility Id
- Request Proposal Manually
- Setter Id
- Appointment Date
- External Appointment Id/Acuity Id (optional feature)
- Usage Bill Url
- Skyline Realtime
- Proposal Type
- Company Custom
- Company Id
Action
Write
- Customer IdRequired
- Company IdRequired
Action
Write
- Company Id
- Customer IDRequired
- Installer Company IDRequired
- Lead Number
- Email
- First Name
- Last Name
- Address
- City
- State
- Zip
- Phone
- Utility Company
- Offset
- Lat
- Lon
- Utility ID
- Appointment Date
- Setter ID
- Acuity ID (optional feature)
Action
Write
- Attributes
- Offset
- Limit
- Id
- Phone
- Email
- State
- Company Id
Action
Search
- Attributes
Action
Search
- Attributes
Action
Search
- Company Id
- Attributes
Action
Search
- Attributes
- Company Id
Action
Search
- Id
Action
Search

About Marketo

Marketo's marketing automation software helps marketers engage customers and prospects.

Learn more

Related categories

Marketing Automation

Similar apps

About Solo

SOLO solar proposal software allows your sales reps to request and receive a proposal in minutes while in the customer’s home.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Marketo + Solo

Create new Solo customers from newly added Marketo leads

New Form Submission

New Program

Updated Lead

Create or Update Company

API Request (Beta)

Find Lead

Find or Create Company

Appointment Set

Contract Sent

Credit Ran

Customer Created

Proposal Requested

Proposal Selected

Proposal Sold

Create User

Get Proposal

Update User

Get AHJ's

Get CAD Rails

Get Company

Get Company Inverters

Get Company Users

Get Utility Companies

New Lead

New Self-Service Flow Action (SSFS)

Add Lead to List

Create or Update Lead

Find Company

Find Lead by Field

Find or Create Lead

Contract Requested

Contract Signed

Customer Updated

Customer Status Changed

Proposal Saved

Proposal Sent

Create Customer

Get Customer Proposals

Update Customer

Get Customers

Get CAD Attachments

Get Companies

Get Company Installers

Get Company Modules

Get Timezones

About Marketo

Related categories

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Pardot

Intercom

About Solo

Related categories

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Zapier Interfaces