Solo integration with HubSpot
How to Create HubSpot deals from new Solo customers
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Create HubSpot deals from new Solo customers" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Solo integrations
Solo actions
Nekton can use any feature that is available in Solo API.
Using our advanced AI, you can easily create custom automations for Solo.
Here are some typical actions you can do in your automated workflows.
Create User
Creates a user in Solo's system.
Get Proposal
Get a proposal's detailed information
Update User
Update a user in Solo's system.
Get AHJ's
Get AHJ's in Solo's system.
Get CAD Rails
Get CAD rails that exist in Solo's system.
Get Company
Get company information by id.
About Solo
SOLO solar proposal software allows your sales reps to request and receive a proposal in minutes while in the customer’s home.