By job
Automations for Solar Sales Reps
Contact new or existing customers to determine their solar equipment needs, suggest systems or equipment, or estimate costs.
O*NET occupation: Solar Sales Representatives and Assessors (41-4011.07). The software list and tasks below come from that record, not from guesswork.
Built for solar sales reps
- WfSFTMade to order
Webflow form → Salesforce lead, assignment rules, campaign member, Teams alert
Webflow forms feed Salesforce leads, assigned by your rules and counted on a campaign.
Lead capture & routing$199 - CaSFSMade to order
Calendly booking → Salesforce status update, logged task + Slack alert
Booked meetings land on the Salesforce record within a minute, with a task and an alert.
Sales & CRM hygiene$99 - PSMade to order
Pipedrive stale deals → Slack nudge to the owner + follow-up activity
Idle deals get a follow-up activity and a Slack nudge every weekday morning.
Sales & CRM hygiene$99 - ZAIHSMade to order
Zoom transcript → AI call summary on the HubSpot contact + Slack post
Zoom call summaries reach the HubSpot contact minutes after the transcript is ready.
Scheduling & meetings$199
Runs on software solar sales reps already use
Matched through the tools this occupation is documented as using.
- OAITMade to order
Outlook inbox → AI triage into categories + urgent alert in Teams
Email triage & inbox$99 - ONCTMade to order
Outlook shared inbox → Claude draft reply saved in the thread + Teams ping
Email triage & inbox$199 - QBXTMade to order
QuickBooks weekly finance KPIs → Excel table + Microsoft Teams post
Reporting & dashboards$99 - SFGSMade to order
Salesforce opportunity changes → live pipeline sheet in Google Sheets
Sales & CRM hygiene$49
Software solar sales reps use that we connect
- GFGoogle Forms
- XMicrosoft Excel
- WMicrosoft Word
- OMicrosoft Outlook
- SFSalesforce
- ZZoom
What we can build for solar sales reps
The job’s documented tasks, most important first. Each is a request away.
- Prepare proposals, quotes, contracts, or presentations for potential solar customers.Quote it
- Select solar energy products, systems, or services for customers based on electrical energy requirements, site conditions, price, or other factors.Quote it
- Provide customers with information, such as quotes, orders, sales, shipping, warranties, credit, funding options, incentives, or tax rebates.Quote it
- Gather information from prospective customers to identify their solar energy needs.Quote it
- Calculate potential solar resources or solar array production for a particular site considering issues such as climate, shading, and roof orientation.Quote it
- Generate solar energy customer leads to develop new accounts.Quote it
Something specific to how you work?
Describe the apps and the outcome. A fixed quote and a delivery date come back within one business day, and the build is yours to keep.
Request a build for solar sales reps