Getting Started
SolarSync's commercial launch path connects one HubSpot portal with one OpenSolar organisation.
Before you begin: use a HubSpot account you administer and have your OpenSolar login available. SolarSync exchanges the OpenSolar credentials for an API token and does not retain the password.
HubSpot Live
CRM
- Click Start Your Free Trial / Get Started on the home page to install SolarSync from HubSpot.
- Approve the requested scopes (contacts, deals and files) for the HubSpot account you administer.
- SolarSync creates the 15-day trial through Stripe.
- On the confirmation page, enter your OpenSolar credentials, load your organisations, choose one, and save.
- SolarSync stores the resulting API token, creates the signed OpenSolar webhook, and links the two accounts.
- Review field mappings and optional creation guards in the setup view. Once connected, solar data appears on your HubSpot contact and deal cards.
OpenSolar Live
Solar design platform
- Use the secured setup view shown immediately after HubSpot installation.
- Enter your OpenSolar login and select the organisation to connect.
- SolarSync creates the OpenSolar API token and authenticated webhook automatically.
- Contacts and projects then sync two-way with your CRM's contacts and deals.
Current Limits
- Historical bulk backfill is not automatic; contact support if you need an existing database migrated.
- Deletes are not mirrored automatically.
- Pipedrive, Aurora and lead-source connectors are pre-release and are not exposed by default.
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.