Bodhi Integration

Combine Customer Communication and Referrals with Powerful Project Management and Automation

Customer Communication

Auto-sync Bodhi customer messages into Scoop so teams always see the latest homeowner interactions within each project.

Keep Bodhi and Scoop aligned by automatically updating project stages when homeowners hit key journey milestones.

Ensure customer info stays consistent across Bodhi and Scoop, reducing confusion and mismatched project details.

Eliminate retyping messages or updates by letting communication and status data flow seamlessly between systems.

Trigger Scoop tasks or actions when Bodhi events occur, ensuring internal teams match the homeowner journey pace.

What is Bodhi?

Bodhi is a cloud-based customer experience platform that streamlines communication, education, and engagement for solar customers throughout their project journey.

Your Tools Can Talk

Scoop allows you to work smarter, not harder. As you and your team make changes in one tool, create automated workflows and custom triggers to see those changes and others reflected across both tools. Typical actions include:

Create Task

Create Sales or
Service Visit

Advance Project Stage

Update Fields

Set Start / End / Due Date

How It Works

IDENTIFY HIGH VALUE INTEGRATIONS

01 Choose Your Connections

We consult with you and gather requirements→

Your GLOO Solution Engineer works with you to test and validate each integration inside your sandbox environment. When all meets approval, we take the connection live and continue to monitor it to ensure accuracy and performance. Your service also includes periodic adjustments to triggers, actions and field mappings as your business evolves.

DETAILED INTEGRATION SCENARIOS

02 Specify Your Integrations

We map out primary workflows across each connection →

For each pair of IT solutions we connect, we map out which events should act as triggers, what actions should be taken as a result, and which data fields should be mapped across. All with the goal of automating the entire workflow and dataflow.

HASSLE FREE OPERATION & PEACE OF MIND

03 Go Live, Monitor & Evolve

We coordinate the integration launch and monitor performance →

Your GLOO solution engineer works with you to test and validate each integration inside your sandbox environment. When all meets approval we take the connection live and continue to monitor it to ensure accuracy and performance. Your service also includes periodic adjustments to triggers, actions and field mappings as your business evolves.

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Connect With Us

Are you looking to implement this integration? Still have questions? Fill out the form below to get in touch with a solar solutions specialist.

“Scoop is something that we knew that we wanted to move to immediately. We knew it was going to be able to help us manage all of our projects across the board.”

“Scoop was the only thing that had the capability of doing what it does. We could use other tools and update customers but it's not the same.”

“When I open Scoop, I'm getting a bird's eye view of all of the projects in progress. It has everything right there.”

Bodhi Integration

Integration Overview

Integration Benefits

What is Bodhi?