Solar Quoting Software API: Automate Project Creation From Your CRM or Lead System | Solar Proof

Published: April 9, 2025

Solar Quoting Software API Integration

When a lead comes in, every minute matters. Solar Proof's project creation API lets you push new leads directly into the platform from your CRM, website form, or lead aggregator — so your team can start quoting without touching a keyboard.


Manual data entry is the silent killer of solar sales efficiency. A lead comes in through your website. Someone copies it into a spreadsheet. Someone else re-enters it into your quoting tool. By the time a quote is ready, an hour has passed and a competitor has already called. The Solar Proof project creation API removes that entire chain. Here's what we'll cover:

  • What is the Solar Proof project creation API?
  • What data can you pass through the API?
  • Common integration use cases
  • How to connect using Zapier (no-code option)
  • How to connect directly via the API





What is the Solar Proof Project Creation API?

The Solar Proof project creation API is a webhook endpoint that accepts incoming data from external systems and automatically creates a new project inside Solar Proof — pre-populated with the customer's details.

Instead of your team manually entering a new customer's name, address, phone number, and email every time a lead comes in, the API does it for them. The project appears in Solar Proof ready to work on — the quoting process can start immediately.

This is particularly valuable for businesses that generate leads at scale, use a CRM to track prospects, or run integrations with lead aggregator platforms. It's also useful for solar retailers with high-volume sales teams who need to minimise the time between a lead arriving and a quote going out.


What Data Can You Pass Through the API?

The API accepts a standard JSON payload covering the core project and customer fields. This includes:

  • Customer details — first name, last name, email, phone
  • Site address — street, suburb, state, postcode (used to geocode the property and pre-load roof imagery)
  • Project notes — any context from the lead source (e.g. "interested in 10kW system with battery")
  • Source / campaign tags — so you can track where leads are coming from
  • Assigned salesperson — route the project straight to the right team member

When the address is provided, Solar Proof will automatically geocode the property and load aerial imagery — so by the time your salesperson opens the project, the site is already mapped out.

Fast-response advantage: Research consistently shows that responding to a solar lead within 5 minutes dramatically increases your conversion rate. API-driven project creation means your team can be looking at a pre-populated quote within seconds of a lead arriving.


Common Integration Use Cases

Solar businesses are connecting Solar Proof to a wide range of external systems via the API. Some of the most common use cases include:

  • Website lead forms — when a customer fills in a "Get a Quote" form on your website, their details go straight into Solar Proof
  • CRM integration — when a lead is qualified in your CRM (HubSpot, Salesforce, Zoho, etc.), a project is automatically created in Solar Proof
  • Lead aggregator platforms — if you buy leads from a third-party platform, the API can ingest them automatically as they arrive
  • Internal quoting request tools — some businesses use internal forms for sales staff to initiate a quote; the API pushes these into Solar Proof instantly
  • Facebook / Google Lead Ads — via Zapier, leads from paid campaigns can flow directly into Solar Proof without any manual handling


Connecting via Zapier (No-Code Option)

If you don't have a developer on hand, Zapier is the easiest way to connect Solar Proof to other platforms without writing any code. Zapier acts as a bridge between thousands of apps — if your CRM or lead platform is on Zapier, you can connect it to Solar Proof in a few minutes.

A typical Zapier workflow looks like this:

  1. Trigger: New lead arrives in your CRM, lead form, or ad platform
  2. Action: Zapier sends a webhook to the Solar Proof API endpoint with the lead data
  3. Result: A new project appears in Solar Proof, pre-filled with the customer details

Setup typically takes under 30 minutes for someone familiar with Zapier. You'll need your Solar Proof API credentials, which are available from your account settings.


Connecting Directly via the API

For businesses with development resources, direct API integration gives you more control and flexibility. The Solar Proof project creation endpoint accepts a standard HTTP POST request with a JSON body.

You'll find full API documentation including endpoint URLs, required fields, optional parameters, authentication method, and example payloads in the Solar Proof developer documentation. API keys are generated from within your Solar Proof account settings.

Common programming languages and environments with Solar Proof API integrations include PHP, Python, Node.js, and any platform capable of making HTTP requests — which is virtually everything.


Summary

The Solar Proof project creation API is a practical tool for solar retailers who want to remove manual data entry from their lead-to-quote process. Whether you connect via Zapier without code or build a direct integration, the result is the same: new leads appear in Solar Proof ready to quote — faster, more consistently, and without the risk of data entry errors.

For high-volume solar sales businesses, this is one of the highest-leverage improvements you can make to your quoting workflow.

Start a free trial of Solar Proof to access the API and developer documentation.


Chris Taeni profile photo

Chris Taeni - BEngg (Power)

Solar Proof Solutions Pty Ltd

Director

Share the