Integration
SolarQuotes Integration
Bring your SolarQuotes leads and customer reviews into Pylon, from the first enquiry to your next proposal.
Why connect Pylon to SolarQuotes
Bring leads into Pylon
Import new SolarQuotes leads into Pylon CRM automatically, so your team can follow up without copying enquiries between systems.
Keep the enquiry details
Bring the customer's contact details, installation address and enquiry notes into the same place as your sales workflow.
Bring reviews into your proposals
Import your SolarQuotes customer reviews into Pylon to use as testimonials in your solar and battery proposals.
High resolution solar designs on aerial photography
Design with confidence
Pylon’s powerful solar irradiation engine provides your design teams with tools they need to create accurate sales proposals.
Thu 14:00 Solar 5.67 kW Battery 0.00 kW Export 4.20 kW Charge 100%
Detailed energy simulations
Perform detailed, real-world energy simulations to optimize your solar and battery designs with confidence.
Instant proposal generation
Our instant proposals communicate to your customers just the way you like it, so you can focus on running your business.
From a new enquiry to a confident proposal
Connect your SolarQuotes account to bring lead details and customer feedback into your Pylon workflow.
Import new sales opportunities
SolarQuotes enquiries become leads and opportunities in Pylon CRM, with their source recorded so your team knows where each enquiry came from.
Start with the customer details
Access the name, email, phone number, installation address and notes supplied with the enquiry when planning your follow-up.
Show your customer reviews
Import SolarQuotes reviews into Pylon's testimonials, ready to include alongside your designs and pricing in proposals.
Turn enquiries into proposals
Create a solar and battery design from your imported enquiry, then build and send the proposal in Pylon. Keep the project linked to the sales opportunity.
Connect Pylon to SolarQuotes in 3 steps
1. Get your accounts ready
Sign up for Pylon, or sign in to your existing account. Contact SolarQuotes and ask them to enable API access for your SolarQuotes account before connecting.
2. Add your SolarQuotes account
As a Pylon team admin, go to Settings → Integrations/SolarQuotes and click Add a new account.
3. Choose your imports and connect
Enter your SolarQuotes username and password. Choose whether to import leads, reviews or both, then click Save and test.