Gravity Forms and Scoop® Integration
Combine Powerful Solar Sales Functions with Unique Project Workflow Automation & Reporting
Integration Overview
Powered by Scoop’s world-class GLOO™ integration service, the Gravity Forms and Scoop Solar integration allows customers to streamline contact and lead generation, ensure data consistency throughout all tools, and create powerful workflow automations.
Integration Benefits
Streamline and automate updates between your lead generation and solar project management software.
What is Gravity Forms?
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 Client Site
Create Project
Create Work Order
Create Task
Create Sales or
Service Visit
Advance Project Stage
Update Fields
Update Crew / Lead
Invite Users
Update User Access
Deactivate / Reactivate Project
How It Works
01 Choose Your Connections
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.
02 Specify Your Integrations
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.
03 Go Live, Monitor & Evolve
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.
Achieve Success with Our Industry Leading Pricing Plans
- Value based pricing with unlimited users and storage
- Access to the platform full feature set
- Ease of sharing & collaboration with partners and subs
