Getting Started

SolarSync keeps a CRM and a solar design platform in sync, and can capture Checkatrade leads into your CRM. Connect one CRM and one solar platform to get started — pick the guides below that match the tools you use.

Beta integrations: Pipedrive and Aurora are in early access. Setup steps and connection details may change as we complete live verification. Email support@solarsync.app if anything looks off.

HubSpot Live

CRM

  1. Click Start Your Free Trial / Get Started on the home page to install SolarSync from HubSpot.
  2. Approve the requested scopes (contacts, deals and files) for the HubSpot account you administer.
  3. Start your free trial when prompted — billing is handled securely through Stripe.
  4. Connect a solar platform (below). Once connected, solar data appears on your HubSpot contact and deal CRM cards.

Pipedrive Beta

CRM

  1. Visit /api/pipedrive/install and approve the OAuth consent screen for your Pipedrive company.
  2. You will be returned to SolarSync after Pipedrive redirects to the callback.
  3. Enter your OpenSolar organization ID (or other solar account) to create the connection — SolarSync registers the Pipedrive webhook for you.
  4. Persons and deals then sync two-way with your solar platform's contacts/customers and projects.

OpenSolar Live

Solar design platform

  1. Generate an OpenSolar API token and note your OpenSolar organization ID.
  2. Provide these to SolarSync when connecting OpenSolar to your CRM.
  3. In OpenSolar, configure a webhook pointing to https://solarsync.app/webhook/opensolar, including the shared secret header provided by SolarSync.
  4. Contacts and projects then sync two-way with your CRM's contacts and deals.

Aurora Beta

Solar design platform

  1. Obtain your Aurora tenant ID and an API token with project and customer access.
  2. Link Aurora to your CRM via /api/aurora/link, supplying the tenant ID, API token, and your CRM kind and account ID.
  3. SolarSync registers the Aurora webhook automatically on linking.
  4. Customers and projects then sync two-way with your CRM's contacts and deals.

Checkatrade Lead source

One-way lead capture

  1. In Checkatrade, configure lead delivery to POST to https://solarsync.app/webhook/checkatrade?hubspotPortalId=<your-portal-id>.
  2. New job leads arrive as contacts in your CRM, with Checkatrade job details stored as checkatrade_* properties.
  3. This is one-directional: leads flow into your CRM only.

Need Help?

If you get stuck connecting any service, email support@solarsync.app with the IDs listed on our support page and we'll help you get set up.