How to sync your CRM with EnergySage using Zapier

Summary

The EnergySage Marketplace's Zapier integration lets you automatically sync leads and their updates directly to your Customer Relationship Management software (CRM), helping you save time and close more deals.

This guide walks you through setting up the integration, which will help 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

You'll need admin access to both your EnergySage account and CRM to complete the setup. Your Partner Success Manager (PSM) will help you get started and can assist if you have any issues along the way.

What is Zapier?

Zapier is an automation platform that connects different apps and services, allowing users to create workflows—called Zaps—that automate repetitive tasks without coding. By setting up Triggers and Actions, Zapier enables seamless data transfer between EnergySage and other apps like CRMs. This helps our installer network save time, reduce manual work, and improve efficiency.

Who should use the Zapier integration? 

While any installer can benefit from the integration, the Zapier integration is ideal for solar installers who want to streamline their lead management process on the EnergySage Marketplace. It's particularly 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 system
• Want to reduce time spent on manual data entry and reporting

How to set up the Zapier integration 

1. Join Zapier

1.1 Request an invite to Zapier from your PSM: Tell your PSM who on your team will manage your Zapier integration. Tip: This person should have administrator privileges on EnergySage and your CRM to streamline setup. 

1.2 Accept your invitation to join EnergySage’s Zapier account: Once we have an email contact on your team, we will send you an invite from Zapier to join our team space.

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

If you don’t already have one, you will need a data field in your CRM to map the data you receive from EnergySage with the appropriate lead. We suggest naming this property something like "EnergySage property UUID." We’ll use this to ensure 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, enabling automated data transfer between EnergySage and your CRM. Follow the steps below to generate the key:

 

3.1 Log in to energysage.com with admin (channel manager) credentials

3.2 Click My profile

3.3 Click Edit Your Company Profile

3.4 Scroll down to section 4. Zapier Integration

3.5 Click Generate Key 

3.6 Save/copy the key. You’ll use this later to connect your EnergySage account to Zapier. 

4. Create and publish workflows, or Zaps, on Zapier 

When all the steps above are completed, you can start setting up the Zapier workflows - Zaps.

4.1 Find the shared folder with your team name. Before you begin this integration, EnergySage will prepare the folder and share it with your team. 

4.2 In your team folder, create and publish two Zaps: 

Zap 1 - EnergySage updates Zap: Use template to connect your specific CRM. The video below is an example using Hubspot:

Video Example

Zap 2 - CRM lead updates Zap: Create a zap that updates on the lead stage in your sales cycle and passes that data to EnergySage, so we can close the account once you’ve won the deal. 

 

FAQs

What are Zaps? 

In Zapier, Zaps are automated workflows that connect different apps to streamline tasks without manual intervention. 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 the installer's CRM). Once set up, Zaps run automatically, keeping data in sync and eliminating repetitive tasks.

Why can’t I turn on my Zaps? 

As you will have a member profile on EnergySage’s account, before your Zaps are live, someone who is an ES admin should approve them first.

I have my own Zapier account, do I need to join EnergySage’s?

If you already have a Zapier account of your own, you don’t have to join the EnergySage Zapier account. However, we strongly recommend you do for two reasons:

• EnergySage will pay for any consumed “Zaps”
• EnergySage staff can help set up and maintain integrations which will make it easier for us to help you troubleshoot issues along the way.

What lead data will I receive from EnergySage?

Different lead data is available depending on your interaction with that lead on EnergySage. Keep reading to learn what data is available to you:

When you’re assigned a lead, you’ll have access to:  

• Lead Source 
• Property ID
• Property UUID
• Link to property
• City
• State
• ZIP code

When you express interest or start a quote, you’ll have access to: 

• • First name
  • Last name
  • Street address
  • Property type
  • Roof age
  • Property latitude
  • Property longitude
  • Average monthly electric bill
  • Average monthly usage (kwh per month)
  • Utility provider
  • Storage interest
  • Storage interest reason
  • Notes from the shopper
  • Express interest date

When or if the shopper updates their profile on EnergySage, you may see updates in the following data fields: 

• • Contact Preferences
  • Storage interest, e.g. no longer interested
  • Roof age, e.g. more_than_20
  • Utility bill details update
  • Notes

Why are some leads missing data?

Depending on the lead’s status on EnergySage, the data you receive can vary. Certain personal identification information (name, phone number, email) will be passed to your CRM only if the consumer is willing to share it and if the lead is quoted by one of your reps on your company's EnergySage account. You can filter incoming zaps by their lead status in Zapier. 

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

If you experience errors receiving lead data in your CRM, you may want to adjust the trigger or action steps in the Zap. For example, if your CRM requires a phone number to create a lead record, you may want to configure the Zap to only create a lead if that field is available in the lead data from EnergySage. Alternatively, you can reach out to the EnergySage team to help troubleshoot the issue. 

Will this integration expose sensitive data from my CRM?

No, we’ll only have access to the data you choose to share. Zapier account admins (in this case, EnergySage) have view-only access to your Zaps. In other words, while we can see that you’ve created Zaps and the steps included, we can’t see the account connected or the configuration you took within the Zap. 

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 the EnergySage lead push zap, add a condition to only create/update the leads originally sourced with EnergySage.

Get help using Zapier

Reach out to the EnergySage team for support with setting up or troubleshooting your Zapier integration. Contact installersuccess@energysage.com with any questions, and copy your Partner Success Manager so they can help support your request,

Zapier offers a wealth of resources—visit their Help Center or Zapier Community to find guides, tutorials, and troubleshooting tips. Whether you need hands-on assistance or want to explore solutions on your own, support is available to ensure a smooth integration.