hero-decorations

SOLO Integration: From Door Knock to Signed Deal

Capture homeowner details in SPOTIO and automatically push them to SOLO to generate accurate solar proposals in seconds. Eliminate manual data entry, reduce errors, and close deals while momentum is high.

Request A Demo
_LeadManage_Geo

Trusted by Top-Performing Field Sales Teams

Trinity-Solar-Logo_200x200
Stormguard Logo BW
Lifetime Quality Roofing logo BW
Weatherguard roofing and restoration logo BW
Mighty Dog Roofing Logo BW
Tarrant Roofing Logo

Eliminate the Proposal Gap

In solar sales, momentum is everything. Every minute your rep spends manually typing a homeowner’s name and kWh usage into a proposal app is a minute the homeowner might change their mind.

  • Manual Entry Errors: Mistyping an address or annual usage leads to inaccurate designs and rejected contracts.
  • Double Entry: Your reps already entered the data in SPOTIO—making them re-enter it in SOLO kills productivity.
  • Slow Handoffs: If you can’t cut territories fast, your team sits in the truck while competitors are signing contracts.
_LeadManage_Hero

Automate the Handoff from Door to Proposal

SPOTIO is your easy-to-use canvassing solution for SOLO. Reps focus on conversations and closing—not fumbling with data entry on doorsteps.

  • Advance Only Qualified Leads:  Set custom triggers to push only your best opportunities to SOLO. Filter by stage, appointment type, or custom fields—your design team works on real deals, not tire-kickers.
  • Generate Timely Proposals: When a rep marks a homeowner as qualified, their data appears in SOLO—complete with utility provider, annual usage, and contact details. No waiting for lead sheets. No chasing reps for missing information.
  • Fewer Errors, Faster Closes: Clean data from SPOTIO means accurate proposals on the first try. No more re-running designs because a rep transposed kWh numbers or forgot the utility company. Your team closes deals while competitors are still correcting proposals.
_Task Auto_hero

How It Works: Connect in Just Minutes

You need Administrator rights for both platforms to set up the integration.

  • Get Your Key: Log into SOLO → Company → Integrations → API Keys. Generate a new key for “SPOTIO” and copy it.
  • Connect SPOTIO: Log into SPOTIO Web → Settings → Integrations → SOLO.
  • Paste & Connect: Paste the API key, then map your fields—including Annual Usage and Utility Company.
  • Set Your Trigger: Choose the single SPOTIO Stage that triggers the push (e.g., “Ready for Proposal”). Best practice: Select only one stage to avoid duplicate records.
  • Go Live: Click “Save and Start.” Your reps keep working in SPOTIO, but qualified leads appear in SOLO ready for proposals.

Pro Tip for Mobile Users: To see storm data on the SPOTIO Mobile App, first create a Territory around the storm swath on the Web App. Once created and assigned, your reps will see the target area on their phones

SaleIntelligence_Revenue

Built for Solar Sales Teams

SPOTIO is the leading field sales engagement platform for solar companies—purpose-built to optimize the entire sales process from prospecting to closing. The SOLO integration eliminates the final friction point: turning qualified conversations into signed contracts.

SPOTIO’s territory management tools increase rep productivity by 46% on average by optimizing routes and maximizing selling time. The SOLO integration ensures that productivity doesn’t stop at the door—complete homeowner data pushes instantly for proposal generation.

SPOTIO captures every detail during canvassing, then automatically syncs qualified leads to SOLO with filters like “Two-Legger Confirmed”. Your closers show up with accurate proposals already generated—no missing data, no follow-up calls.

Traditional proposals take 2-5 days—enough time for homeowner enthusiasm to fade. The SPOTIO + SOLO integration delivers proposals in under 15 minutes by eliminating manual re-entry, helping you close deals in a single visit.

Explore Territory Management

Trinity Solar Success Story

SPOTIO is intuitive, offers unmatched support, and provides management with visibility. It was literally the best roll out we’ve had. You’re not going to find a platform out there that’s easier to use, offers more support, or gives managers more insight and control. SPOTIO’s a no brainer.

View Full Case Study
Lance Rich
Trinity Solar, VP of Direct Sales

Customer Overview

Founded in 1994, Trinity Solar is the largest privately held residential solar company in the United States. They believe that solar is the most practical form of renewable energy on the planet and seek to make it accessible to as many people as possible.

Trinity’s sales team is broken down into three divisions: Appointment Setters, Closers and Appointment Setters, and pure Closers.

The Challenge

Trinity is no stranger to sales software. Being well-versed in the options available, they weren’t satisfied with what the alternatives offered. Previously utilizing one of SPOTIO’s competitors – which shall remain nameless – VP of Direct Sales Lance Rich concluded that their current software just wasn’t getting the job done. It lacked basic functionality and the flexibility they were really looking for.

Usability and support were huge problems with their prior software. So much so that it was starting to affect their bottom line. Lance said, “it was extremely clunky, data was inaccurate, it was just…it was awful.”

How SPOTIO Helped

With SPOTIO, Lance and his team were able to create reports that worked really well, giving managers instant clarity into what activities were actually happening in the field. SPOTIO is more reliable, actually works in the field, and requires less data usage.

“SPOTIO is intuitive, offers unmatched support, and provides management with visibility. I would have been very concerned about our performance without it.”

For reps, SPOTIO offers capabilities and support while they’re out in the field. For managers, SPOTIO gives Trinity data and insight in order to assess rep’s performance in the field.

The Results

Given the nature of how COVID impacted outside sales last year, reps didn’t need another thing to worry about such as their software not working, not having the support, or being unable to do what they need to do such as keeping track of their notes.

SPOTIO was instrumental in helping their team maintain focus in the field while trying to navigate selling during a pandemic. Throughout the whole COVID situation, SPOTIO kept Trinity focused and allowed them to be productive in literally the worst selling environment that we’ve ever experienced.

For those concerned with the pains associated with the implementation and user adoption that often hinders those from trying new technology, you need not worry.

“It was literally the best roll out we’ve had. You’re not going to find a platform out there that’s easier to use, offers more support, or gives managers more insight and control. SPOTIO’s a no brainer.”

Lance Rich
Trinity Solar, VP of Direct Sales
Trinity-Company-Image

FAQs

Find answers to common questions about the SPOTIO integration with SOLO.

Yes. This is a native SPOTIO integration that connects directly to SOLO via API. No third-party middleware like Zapier required—setup takes minutes with just an API key.

When the sync triggers, the lead appears in SOLO as a “New Customer,” populated with all contact and utility information you mapped.

No. Address information syncs automatically. Focus on mapping the 7 required fields: Record Owner Email, First/Last Name, Email, Phone, Utility Company, and Annual Usage.

Yes. Beyond the required fields, you can map additional SPOTIO Lead Details to corresponding SOLO fields to ensure your proposal team has full context (e.g., “Gate Code” or “Roof Type”).

FAQ_Woman