SolarSync keeps your CRM and your solar design platform in step automatically — contacts and people, deals and projects — and shows connected solar data right inside your CRM. Works with HubSpot, Pipedrive, OpenSolar and Aurora, with built-in Checkatrade lead capture.
Start Your Free Trial| CRM | Solar platform | |
| Contact / Person | Contact / Customer | |
| Deal | Project | |
| Checkatrade lead | CRM contact |
Your CRM contacts sync to your solar platform's contacts, and your deals sync to projects — preserving the relationships between people and their projects, in both directions.
Harness your CRM of choice for managing and developing your leads, run your solar design in OpenSolar or Aurora, and keep every record in sync without lifting a finger.
Save money by not copying data by hand. Save time by having all data at your fingertips.
Get support quickly when it matters most. Whether you've subscribed yet or not, we're happy to help.
Copy only the data you need by filtering what gets across. Only need contacts who have moved forward in the deal stage? We've got you covered.
Set and forget. Easy to set up, then reap the benefits forever. View connected solar data right inside your CRM contact or deal with built-in CRM cards.
Your CRM and solar platform notify us of changes, and we instantly make the updates to keep them in sync. No more worries about missing, incorrect, or outdated information.
Connect a CRM and a solar design platform — SolarSync handles the rest. See setup instructions →
Two-way sync of contacts and deals, plus connected solar data shown inline on HubSpot CRM cards.
Two-way sync of persons and deals via a one-click OAuth install. Currently in early access.
Two-way sync of contacts and projects, keeping your designs aligned with your sales pipeline.
Two-way sync of customers and projects via an API key. Currently in early access.
New Checkatrade job leads flow straight into your CRM as contacts, ready to work.
Leave the automatic updates to us; leave manually data copying in the past.