- After we carry out the integration with Solar CRM, you will need to register in ApiX-Drive to start using the connector
- Next, select the service in the web interface you need to integrate with Solar CRM (currently 294 available connectors)
- Choose what data to transfer from one system to another
- Turn on auto-update
- Now the data will be automatically transferred from one system to another.
Integration Solar CRM by API
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What features are you interested in? This will make the integration more useful to you.
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How to integrate Solar CRM and other systems
with ApiX Drive
to integrate Solar CRM with other systems.
Automation capabilities Solar CRM
with other systems
The Solar CRM will exchange data with other systems according to the specified interval.
- Information will be available after system startup
F.A.Q. on integration with Solar CRM
How is the integration of Solar CRM carried out?
How long does the integration take?
How much does it cost to integrate Solar CRM with other systems?
How many integrations are available for Solar CRM?
Solar CRM is a specialized cloud-based CRM system designed for solar energy enterprises. It offers a wide range of automation tools with simple and quick configuration that will allow its users to set up automatic execution of a number of daily processes and tasks. Another of Solar CRM's core tools is the lead management module, which helps you capture leads from different sources and lead them to a deal. As well as flexibly manage the capabilities, automatically calculate all the advantages of solar equipment for the implementation of the goals and objectives of the buyer, calculate the costs of its installation and maintenance. Solar CRM also has an order management module that provides access to important information, including customer requirements, equipment specifications, installation data, etc. companies can calculate their profits taking into account the cost of equipment, work performed and other costs. In addition, the platform makes it possible to request instructions for installing and configuring solar energy complexes from their manufacturers, as well as sending them customer requests, providing the opposite communication. We should also mention a number of tools for analytics and planning, as well as monitoring orders, transactions, confirmations, payments, ready-to-install equipment sets, etc. available on both desktop and mobile devices, as well as a knowledge base, training materials, and a customer support module.
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