For installers

Numsolar and HubSpot

Connect HubSpot in the integration settings. Numsolar then keeps your HubSpot contacts and deals in step with your prospects and offers.

  • When you connect

    Numsolar reads your HubSpot account and adds deal properties named numsolar_…: system size in kW, the panels, the battery, the inverter, the EV charger, the address with its coordinates, the roof material, the financing method, the funnel and the source.

  • Contacts and deals

    A prospect with an email finds its HubSpot contact by that email, or Numsolar creates one. Numsolar then creates a deal linked to the contact, with the amount and the numsolar_ properties. A new deal starts in the stage you choose; the default is “Appointment scheduled”.

  • Signing

    HubSpot does not sign agreements. The agreement goes out for e-signature from the offer through Formify, and the signed document comes back to the offer.

  • Which plan

    The integrations are part of the subscription. The free listing has no integrations.

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