How to sync your CRM with EnergySage using Zapier

Introduction

The EnergySage Zapier app lets you automatically sync Marketplace leads and their updates to your Customer Relationship Management software (CRM), helping you save time and close more deals. Setting up the integration helps you:

Automatically create new leads in your CRM when they come through the Marketplace
Keep lead information current as homeowners update their project details
Track lead status updates between your CRM and EnergySage
Map EnergySage data fields to match your existing CRM setup

The EnergySage app is a public app in Zapier, so you can connect to it directly from your own Zapier account. You'll need admin access to your EnergySage account and your CRM to complete the setup. You are responsible for any Zapier subscription costs.

Using Zapier is optional. It is not required to participate on the Marketplace or in the commission pricing model.

What Is Zapier?

Zapier is an automation platform that connects different apps and services, allowing you to create workflows, called Zaps, that automate repetitive tasks without coding. By setting up Triggers and Actions, Zapier transfers data between EnergySage and other apps like your CRM, saving you time and reducing manual work.

Who Should Use the Zapier Integration?

Any installer can benefit from the integration, but it's especially valuable for installers who:

Work with a high volume of EnergySage leads
Use a CRM to track sales
Have a dedicated person managing their EnergySage account or CRM
Want to reduce time spent on manual data entry

How to Set Up the Zapier Integration

1. Set up your own Zapier account

If you don't already have one, create a Zapier account at zapier.com and choose the plan that fits your needs.

Tip: The person who manages your Zapier account should also have admin access to EnergySage and your CRM to streamline setup.

2. Add a custom field in your CRM to store the EnergySage property ID

If you don't already have one, create a data field in your CRM to match the data you receive from EnergySage with the correct lead.

- We suggest naming this field something like "EnergySage property UUID." This ensures data is mapped accurately to specific leads.

3. Generate an API key on EnergySage

You'll need an API key to securely connect your EnergySage account to Zapier.

Log in to energysage.com with admin (channel manager) credentials
Click My profile
Click Edit Your Company Profile
Scroll down to section 4. Zapier Integration
Click Generate Key
Save or copy the key. You'll use it in the next step.

4. Connect the EnergySage app in Zapier

Log in to your Zapier account and create a new Zap.
Search for "EnergySage" when choosing your app.
When prompted to connect your account, paste the API key you generated in Step 3.

5. Create and publish your Zap

Once your EnergySage account is connected, create and publish a Zap that sends new leads and lead updates from EnergySage to your CRM. The video below shows an example using HubSpot.

Tip: Hover over the input field labels in Zapier for more information on what should go in each field.

Video:

https://www.loom.com/share/74d1cc67bad34ad2bcc409dccbbedaa7

FAQs

What are Zaps?

Zaps are automated workflows in Zapier that connect different apps. A Zap consists of a Trigger (an event that starts the workflow, like receiving a new lead in EnergySage) and one or more Actions (what happens next, like creating a new contact in your CRM). Once set up, Zaps run automatically, keeping your data in sync.

Does EnergySage pay for my Zapier usage?

No. Installers who use Zapier are responsible for any Zapier costs through their own accounts.

Is Zapier required to work with EnergySage?

No. Zapier is optional and is not required to participate in the commission pricing model. Monthly sales reporting is still required whether or not you use Zapier.

What lead data will I receive from EnergySage?

The data available depends on your interaction with the lead on EnergySage.

When you're assigned a lead:

Lead source, property ID, property UUID, link to property, city, state, and ZIP code

When you express interest or start a quote:

First and last name, street address, property type, roof age, and property latitude/longitude
Average monthly electric bill, average monthly usage (kWh per month), and utility provider
Storage interest and storage interest reason
Notes from the shopper and express interest date

When or if the shopper updates their profile, you may see updates to:

Contact preferences, storage interest, roof age, utility bill details, and notes

Why are some leads missing data?

The data you receive varies by the lead's status on EnergySage. Personal information (name, phone number, email) is only passed to your CRM if the shopper is willing to share it and the lead is quoted by one of your reps on your EnergySage account. You can filter incoming data by lead status in Zapier.

What should I do if there are errors creating leads in my CRM?

Try adjusting the Trigger or Action steps in your Zap. For example, if your CRM requires a phone number to create a lead record, configure the Zap to only create a lead when that field is available in the EnergySage lead data. For additional troubleshooting, visit the Zapier Help Center.

Will this integration expose sensitive data from my CRM?

No. Your Zap lives in your own Zapier account and sends lead data from EnergySage to your CRM. EnergySage does not access data in your CRM.

What if I already have an existing relationship with a lead EnergySage sends me?

Zapier's integration with most common CRMs supports checking for existing records before creating a new lead. When setting up your Zap, add a condition to only create or update leads originally sourced from EnergySage.

How to Get Help

EnergySage does not provide support for setting up or troubleshooting Zapier integrations. For help with your Zapier account, building or editing Zaps, connecting your CRM, or resolving errors, visit the Zapier Help Center or Zapier Community for guides, tutorials, and troubleshooting tips.

If your CRM provider offers its own Zapier documentation or support, that can also be a helpful resource for mapping fields and creating records.