HubSpot CRM Integration
Seamlessly connect your solar quotes to HubSpot for lead management and automation.
Setup Steps
Get HubSpot API Key
Navigate to Settings → Integrations → API Keys in your HubSpot account
Configure Contact Properties
Set up custom properties for solar-specific data like roof size, energy usage, etc.
Create Deal Pipeline
Set up stages: Lead → Qualified → Proposal → Closed Won/Lost
Test Integration
Submit a test quote to verify data flows correctly
Data Mapping
Contact Properties
- Address: Property Address
- Roof Size: Square Footage
- Energy Usage: Monthly kWh
Deal Properties
- System Size: kW
- Estimated Cost: Dollar Amount
- Savings: Annual $
Automation Workflows
Welcome Email
Send immediate confirmation when quote is generated
Follow-up Sequence
Schedule calls and send additional information
Lead Scoring
Automatically score leads based on quote data