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Integrations
Let partner apps send leads into SurgePV as projects, and tell them when the proposal is ready. Designers only design.
Nothing is connected yet. Start with an API key, map M-Partner's lead fields, then add the webhook that tells M-Partner when a proposal is ready. About 15 minutes. Only Admins can do this; Designers see the page read-only.
MP
AvailableM-Partner
Luminous channel partner app
Leads that partners enter in the M-Partner app become SurgePV projects in Customer Inquiry. Proposal status goes back to the app.
Needs: 1 API key, field mapping, 1 webhookSet up
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AvailableAPI keys
For your own systems
Org-scoped keys. Each key can only create projects and read proposals in Luminous Solar Partners. Shown once, stored hashed.
0 keysCreate key
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AvailableWebhooks
Outgoing events
Call a URL when a proposal is ready or a project changes status. Signed with a shared secret. Retried for 21 hours.
0 endpointsAdd endpoint
Z
PlannedZoho CRM
Leads and deals
Two-way sync of leads, contacts and deals. Asked for by Excite.
Not started
H
PlannedHubSpot
Contacts and deals
Create a project from a HubSpot deal stage. Push proposal links back to the deal.
Not started
S
PlannedSalesforce
Opportunities
Create a project from an opportunity. Asked for by enterprise EPCs.
Not started
How a partner lead reaches a designer
1. Partner enters leadJyoti Power Solutions types customer, phone, address, load, bill in M-Partner
2. M-Partner calls SurgePVPOST /v1/projects with your API key
3. Project createdStatus Customer Inquiry, next designer by round-robin, profile Residential IN
4. M-Partner is toldWebhook proposal.ready with the proposal link