Make the project handoff identifiable
Carry approved customer and opportunity references into the project relationship and return the confirmed destination ID.
Solar installation and O&M services
HubSpot–Acumatica Two-Way Sync for Solar Installers
Align HubSpot opportunities with Acumatica customer and project records for commercial solar installation. Preserve the site, legal customer, accepted scope and originating opportunity so sales and project teams can discuss the same work. Financial and project actions remain subject to their approved ownership and supported operations.
Sales contact, site owner and payer can be different parties, while accepted scope changes during project delivery.
Explore your process in a demo, or get our shared two-way sync architecture guide.
When this fits
Built for this operating problem
US commercial solar installers and O&M providers with 100–1,000 employees that combine equipment supply, installation and service.
Keep revisions visible
Distinguish accepted scope from later proposal edits so a forecast change cannot silently alter committed work.
Scope your actual environment
Review HubSpot representation, Acumatica endpoint fields and permissions before enabling project writes.
The process, end to end
Follow the work across systems
a commercial installer sells through a property manager while a separate entity signs the agreement. The integration connects both relationships to the correct site and project without turning the sales contact into the automatic billing customer.
Scope your implementation
Bring these details to the demo
- Customer, payer and site relationships
- Project-setup prerequisites
- Approved scope revision fields
- Acumatica entities and permitted operations
Review current platform pricing alongside the records, volume, and actions in your process. Use your own operating baseline to evaluate the economics.
Explore your process in a demo, or get our shared two-way sync architecture guide.
From foundation to action
One connected operating process
01
Two-way sync
Keep shared customer, order, and operational records aligned, with clear field ownership.
Explore two-way sync 02Workflows
Move approved work between systems, assign exceptions, and confirm the result.
Explore workflows 03AI agents (Genies)
Investigate cross-system questions, assemble the evidence, and prepare the next action.
Explore ai agents (genies) 04EDI
Connect trading-partner documents to operational records and exception handling.
Explore ediGo deeper
Implementation guides for your team
- Solar Installer Customer Handoffs: Align HubSpot Opportunities With Acumatica Project Accounts
Connect solar sales opportunities to approved Acumatica project customers without losing site, payer or scope identity.
- Solar Fleet Ownership Changes: Align Salesforce Asset Owners With NetSuite Billing Customers
Handle solar asset ownership changes without moving historical service obligations or invoices to the wrong customer.
- Solar Customer Portals: Connect HubSpot Milestones With Supabase Customer Access
Share verified solar project milestones through a customer portal with explicit site access and status ownership.
Explore all solar installation and O&M services integration and automation guides ↗
Common evaluation questions
Does closed-won automatically create a project?
Only if the agreed prerequisites and verified action support that design. A reviewed setup task can be the initial scope.
Can one opportunity relate to several installations?
Yes. Preserve explicit project relationships rather than assuming one deal always equals one site.
What happens when the property manager's contact changes after the project is set up?
The contact update stays with the site relationship in HubSpot. It does not touch the legal customer or billing terms that finance approved in Acumatica, because those fields belong to finance. Your team sees the new coordinator on the project, and the payer record keeps its identity. If the change suggests a different party now signs or pays, route that question to finance for approval instead of rewriting the customer.
Which Stacksync product should a solar installer start with for HubSpot and Acumatica?
Start with two-way sync between HubSpot opportunities and Acumatica customers and projects. Once the site, payer and accepted scope references hold up across a real handoff, add workflows to route equipment changes and revised billing through technical and commercial approval. Genies come next to assemble closeout evidence against the final approved scope for a project owner to validate. EDI belongs later, when your equipment distributors exchange purchase orders and shipment notices as documents rather than synced records.
