Join the Waitlist
Join the Waitlist

Automation and Efficiency Blog

Efficiency and Process Solutions for Solar Companies Looking To Grow

How to assign an owner and create a deal based on job type

1 min read

How to assign an owner and create a deal based on job type

This is our process for automating assigning owners to contacts and creating deals based on job type.

Read More
How to automate importing SolarQuotes leads into HubSpot using Zapier

4 min read

How to automate importing SolarQuotes leads into HubSpot using Zapier

This is our process for automating SolarQuotes leads into HubSpot.

Read More
Building Personas In HubSpot To Segment Your Database

2 min read

Building Personas In HubSpot To Segment Your Database

At a very basic level, personas are a great way to capture the attributes and behaviours of your contacts and assign them to groups. Traditionally...

Read More
Using Lists to Segment Your Database In HubSpot

3 min read

Using Lists to Segment Your Database In HubSpot

Lists are an important part of your marketing because they help segment your database into common traits. You can use lists to streamline your email...

Read More
Need Help With Your Existing HubSpot Portal?

2 min read

Need Help With Your Existing HubSpot Portal?

Need help with your existing HubSpot Portal? We can help you get the most out of your HubSpot investment!

Read More
Business Automation: Solutions To Replace Manual, Repetitive Tasks

1 min read

Automation Solutions To Replace Manual, Repetitive Tasks

By using HubSpot Sales Pro, your solar business can automate manual tasks to ensure your team is team more efficient and productive.

Read More
Business Automation: Why We Recommend HubSpot Sales Pro for Solar Companies

1 min read

Why We Recommend HubSpot Sales Pro for Solar Companies Who Want To Grow

By using HubSpot Sales Pro, your solar business can automate manual tasks that enable the team to be more efficient and productive.

Read More
Business Automation: Using Email Marketing To Grow Your Solar Business

3 min read

Using Automated Email Marketing To Grow Your Solar Business

By using HubSpot automation tools, you can create regular email marketing blasts more efficiently and give your lead a better user experience as you...

Read More
Mapping Out Elementor Form to HubSpot Properties

1 min read

Mapping Out Elementor Form to HubSpot Properties

1. Log in to your HubSpot account and go to your Profile, then click on Marketing > Forms > Non-Hubspot Forms.

Read More