EasySolar and Salesflare
How to connect EasySolar
- Via Zapier — 9 operations available. Set it up ↗
- Via Make — 10 modules available. Set it up ↗
What you can automate
- When new Client in EasySolar, find or create account, then find or create contact, then add contact to account in Salesflare.
About EasySolar
EasySolar is a solar PV design and sales app for installers — manage clients, projects, offers, calendar events and components.
EasySolar operations on Zapier
Triggers (3)
Start a workflow when this happens
- New Calendar Event — Triggers when a new calendar event is created in EasySolar.
- New Client — Triggers when a new client is created in EasySolar.
- New Project — Triggers when a new project is created in EasySolar.
Actions (4)
Things Salesflare can make it do
- Create Client — Creates a new client in EasySolar.
- Create Inverter — Creates a new inverter component in EasySolar.
- Create Other Component — Creates a new component of type "other" (e.g. mounting system, cable, optimizer) in EasySolar.
- Create Solar Panel — Creates a new solar panel component in EasySolar.
Searches (2)
Look up existing records
- Find Client — Finds an existing client in EasySolar by name or phone number.
- Find Project — Finds an existing project in EasySolar by name.
EasySolar operations on Make
Triggers (2)
Start a workflow when this happens
- Watch new clients — Triggers when a new client is created in EasySolar.
- Watch new projects — Triggers when a new project is created in EasySolar.
Actions (5)
Things Salesflare can make it do
- Create a client — Creates a new client in EasySolar.
- Create a solar panel — Creates a new solar panel component in EasySolar.
- Create an inverter — Creates a new inverter component in EasySolar.
- Create other component — Creates a new component of type "other" (e.g. mounting system, cable, optimizer) in EasySolar.
- Make an API call — Performs an arbitrary authenticated request to the EasySolar API.
Searches (3)
Look up existing records
- Search calendar events — Returns a list of calendar events matching the given filters.
- Search clients — Returns a list of EasySolar clients matching the given filters.
- Search projects — Returns a list of EasySolar projects matching the given filters.
Similar apps
Apollo Reach every buyer on earth.
Commas Commas is a platform to create, sell, and get paid. From your first dollar to your next comma.
Roofr Roofr: spend less time on admin and more time growing your roofing business. Manage reports, pro…
Crunchbase Grow your revenue with all-in-one prospecting solutions powered by the leader in private-company…
Loyverse Free Point of Sale and Inventory Management Software. Turn your smartphone or tablet into a powe…
iSpeedToLead iSpeedToLead is a lead generation platform offering freshly generated, motivated seller leads wh…
Not using Salesflare yet?
Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.
Try it for free