Connect prospectboss and solo to Build Intelligent Automations

Choose a Trigger

prospectboss

When this happens...

Choose an Action

solo

Automatically do this!

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between prospectboss and solo?

To start, connect both your prospectboss and solo accounts to viaSocket. Once connected, you can set up a workflow where an event in prospectboss triggers actions in solo (or vice versa).

Can we customize how data from prospectboss is recorded in solo?

Absolutely. You can customize how prospectboss data is recorded in solo. This includes choosing which data fields go into which fields of solo, setting up custom formats, and filtering out unwanted information.

How often does the data sync between prospectboss and solo?

The data sync between prospectboss and solo typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from prospectboss to solo?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between prospectboss and solo?

Yes, you can set conditional logic to control the flow of data between prospectboss and solo. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

prospectboss

About prospectboss

ProspectBoss is a web-based all-in-one lead generation solution for Small businesses that utilize outbound channels to engage leads and contacts.

Learn More
solo

About solo

SOLO solar proposal software allows your sales reps to request and receive a proposal in minutes while in the customer’s home.

Learn More