SolarSync | HubSpot and OpenSolar, in sync

HubSpot OpenSolar

HubSpot and OpenSolar, always in sync. Without the double entry.

Contacts, deals and solar projects update both ways automatically — with live OpenSolar data right on the HubSpot record.

  • 15-day trial
  • $30 USD / month after trial
  • HubSpot OAuth install

HubSpot · Contact record

OpenSolar project information displayed on a HubSpot contact record
ConnectedOpenSolar data in HubSpot

Contactskept aligned

Deals + projectslinked together

Relationshipspreserved across tools

CRM cardssolar context in HubSpot

One customer journey, not two data silos

Your CRM and design platform should behave like one workflow.

Sales lives in HubSpot. Design and proposals live in OpenSolar. SolarSync handles the hand-off so your team can work where they are strongest without re-keying the same customer.

01

Two-way record sync

HubSpot contacts map to OpenSolar contacts. HubSpot deals map to OpenSolar projects. Supported field changes can flow in either direction.

HubSpot contactOpenSolar contact

HubSpot dealOpenSolar project

Relationships stay attached

When contacts belong to a deal or project, SolarSync mirrors the supported associations instead of leaving disconnected records behind.

Solar context in HubSpot

CRM cards show project stage, annual usage, dates, notes and linked contacts, with a direct route back to the OpenSolar record.

Rules you control

Choose canonical and custom field mappings, direction, empty-value behaviour, and optional deal-stage creation guards per connection.

From install to useful

Three steps. Then let the webhooks work.

There is no browser extension and no desktop agent. SolarSync runs as a hosted integration between your accounts.

  1. 1

    Connect HubSpot

    Approve the requested contact, deal and file scopes through HubSpot OAuth.

  2. 2

    Choose OpenSolar

    Authenticate to OpenSolar and select the organisation that should pair with the HubSpot portal.

  3. 3

    Set your rules

    Confirm mappings and creation guards. New events then keep connected records aligned.

Less tab switching

Give sales the solar answer without sending them hunting.

OpenSolar project context appears alongside the HubSpot record: the information needed for the next customer conversation, plus a direct link when deeper design detail is required.

  • Project stage and annual usage
  • Site notes, address and key dates
  • Linked contacts and projects
  • Direct OpenSolar record links
SolarSync OpenSolar contact card in HubSpot
OpenSolar detail presented in a HubSpot CRM card.

Designed for customer data

Clear access. Signed traffic. No mystery middleware.

01

OAuth-scoped HubSpot access

The app requests the contact, deal and file permissions used by the integration—not broad company or list scopes.

02

Verified inbound requests

HubSpot callbacks and UI data requests are signature-checked. OpenSolar webhooks use a configured shared secret.

03

Passwords are not retained

OpenSolar credentials are exchanged for an API token during setup; the password itself is not stored by SolarSync.

04

Documented data handling

Review what is processed, why it is needed and how to request deletion in the privacy policy.

Simple launch pricing

One plan for the workflow that matters.

Start with the complete HubSpot + OpenSolar integration. Need onboarding help or a tailored rollout? Talk to us.

SolarSync Standard

$30 USD / month

15 days free

  • Two-way contact sync
  • Two-way deal and project sync
  • HubSpot deal and contact cards
  • Field mapping and creation rules
  • Email support
Start free trial

Questions before installing? Email support.

Good questions

Know what happens before you connect.

For setup help or a workflow question that is not covered here, email support@solarsync.app.

What exactly does SolarSync connect?

The commercial launch path connects one HubSpot portal with an OpenSolar organisation. Contacts map to contacts; HubSpot deals map to OpenSolar projects; supported associations and configured fields are kept aligned.

How fast are updates?

Sync is webhook-driven, so updates normally begin shortly after HubSpot or OpenSolar sends an event. Provider delivery, rate limits and temporary outages can add delay, so SolarSync does not promise an exact number of seconds.

Will it import all of my existing records?

The standard flow acts on new records and subsequent supported updates. Historical bulk backfill is not automatic today; contact support before launch if you need an existing database migrated.

Are deletions mirrored?

No. SolarSync does not automatically delete the counterpart record when a source record is deleted. This is deliberate for launch safety and prevents an accidental deletion in one system from erasing work in the other.

Are Pipedrive, Aurora or lead-source integrations included?

They are not part of the public commercial plan yet. Those connectors remain pre-release while their onboarding, support and security paths are completed.

How do I cancel or request data deletion?

Email support@solarsync.app from the address associated with your account. We will confirm the account, help with billing cancellation and handle deletion under the published privacy policy.

The hand-off can happen by itself

Put HubSpot and OpenSolar on the same page.

Start your 15-day trial