The short answer
What matters here
A solar CRM integration should answer which system owns each piece of information, when it changes, and what the receiving team needs to do with it. A connected project record reduces manual re-entry and makes failures easier to spot than a chain of disconnected handoffs.
A practical workflow
Design integrations around decisions
Start with the business event and data owner, then choose the technical connection. This keeps the integration useful when a tool or process changes.
- 01
List systems and owners
Identify where leads, designs, proposals, communication, and payment details originate.
- 02
Define the handoff event
Specify when data should move, which fields are required, and what record it updates.
- 03
Handle exceptions
Decide who reviews missing fields, mismatched project IDs, duplicate records, or a failed transfer.
- 04
Verify the result
Confirm that the receiving team sees accurate information and can trace where it came from.
Buyer's checklist
Questions to ask about integrations
Use these questions with your team and any CRM provider. The answers should reflect your actual process, including exceptions.
- Which system is authoritative for each field?
- How are duplicates and failed transfers surfaced?
- Can a design revision update the correct project?
- What changes if a vendor or API is replaced?
How Spark fits
Scope connections to your actual stack
Spark describes API extensibility and connections for design, proposals, communication, and payouts. Confirm the supported connection method and required data flow for each of your tools in a demo.
Book a DemoExplore the relevant parts of Spark
Common questions
Clarify the decision
Should every solar tool write directly to the CRM?
Only the information needed for a shared workflow should move. Define a clear source of truth for each field to avoid conflicting updates.
How do we evaluate an integration?
Test a real record from creation through updates and exceptions. Check field ownership, duplicate handling, error visibility, and the receiving team's view.