Overview
After installing Saular, you can manage your solar business more efficiently by syncing data between OpenSolar and HubSpot.
Quick Summary
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OpenSolar Customers → HubSpot Contacts
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OpenSolar Projects → HubSpot Deals
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Syncs automatically both ways in real time
How It Works
1. Connect
Saular links OpenSolar and HubSpot instantly.
2. Create
Creating a Customer or Project in OpenSolar automatically creates a Contact or Deal in HubSpot.
3. Update
Updates in either platform reflect on the other automatically.
Where to Find Your Data
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Contacts: Imported from OpenSolar customers
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Deals: Created automatically from OpenSolar projects
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Companies: Linked when business accounts are identified
💡 You can build workflows, dashboards, and reports on all synced data.
Common Use Cases
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Automate lead follow-up when a new quote is generated
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Track deal stages for installation projects
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Report on system sales, quotes, and conversion rates
Customisation Options
You can request field mapping customisations for:
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Site addresses
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Proposal details
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Installer or sales rep info
To discuss customisation, contact us