SOLO is a sales conversion platform that specializes in creating dynamic, customizable proposals for both roofing and solar services.
At a glance:
| Form Submission | Lead Status Auto-Submission | Custom Fields | Lead File Attachments | 2 Way Sync | User Assignment | Lead Status Update Post Submit | Connector |
|---|---|---|---|---|---|---|---|
| ✓ | ✓ | ✓ | ✓ |
What does this integration do?
- Creates the lead or customer record in SOLO automatically by submitting a form from SalesRabbit. No duplicate data entry!
- Request a SOLO proposal without ever leaving SalesRabbit.
- View and interact with SOLO customer pages inside the SalesRabbit app.
- View and interact with SOLO proposals directly inside the SalesRabbit app.
What data is transferred into SOLO?
- First name
- Last name
- Phone
- Street address
- Apt/suite
- City
- State
- Postal code
- Latitude
- Longitude
- Notes
- Sales rep
- Offset
- Usage data (annual usage, monthly average cost, or monthly usage)
- Utility company
- Type of proposal request (real-time, next-day, none)
- Picture of the utility bill (first file on the lead)