Your CRM, Supercharged
for Solar & Renewables
Stop losing leads in spreadsheets. We connect your marketing directly to your CRM — every enquiry captured, scored, and routed to the right person in seconds. Zero manual entry. Maximum speed.
Every Lead. Captured.
Automatically.
The average solar company loses 40% of its leads to slow follow-up or manual errors. We fix that by wiring your marketing directly into your CRM.
Whether you use HubSpot, Salesforce, GoHighLevel, or a bespoke system — we map every lead source, build automated routing rules, and set up nurture sequences that work while your team sleeps.
The result: every enquiry gets an immediate, personalised response, lands in the right pipeline stage, and is followed up on the right schedule — without a single person lifting a finger.
Instant Lead Capture
Every web form, ad, and call tracked and pushed to your CRM in real time.
Smart Lead Scoring
Leads ranked automatically by budget, intent, and product type — your hottest prospects surface first.
Automated Nurture
Email and SMS sequences that educate and warm leads until they are ready to buy.
↑ Live demo — leads flowing into your CRM in real time
response time
We Work With
Your CRM
We integrate with the most popular CRM platforms used by solar and renewables businesses — and build bespoke connectors when needed.
HubSpot
Our most popular CRM integration for solar companies. Full pipeline setup, deal stage automation, contact scoring, and email sequence configuration.
- Full pipeline & deal stage build
- Lead scoring & lifecycle stages
- Automated email sequences
- Marketing & Sales Hub sync
- Custom reporting dashboards
Salesforce
Enterprise-grade Salesforce integration for larger solar businesses and commercial renewable energy developers. Full Flow Builder automation and custom object mapping.
- Custom object & field mapping
- Flow Builder automation
- Lead-to-opportunity routing
- AppExchange integration support
GoHighLevel
The all-in-one platform favoured by solar lead generation agencies. We build full GHL sub-accounts with funnels, pipelines, and automated follow-up sequences pre-configured for renewables.
- Sub-account build & configuration
- Funnel & pipeline setup
- SMS + email automation workflows
- Calendar & booking integration
Custom & Bespoke CRMs
Using a niche solar CRM, a bespoke system, or something built in-house? We build custom API connectors and Zapier/Make workflows to integrate any system with your marketing stack.
- REST API & webhook integration
- Zapier / Make (Integromat) flows
- Spreadsheet-to-CRM migration
- Full data audit & mapping
Zoho CRM
Cost-effective Zoho CRM integration for growing solar businesses. Workflow automation, lead scoring, and module customisation tailored for the renewables sales cycle.
- Module & field customisation
- Blueprint workflow automation
- Lead scoring rules setup
- Zoho Campaigns integration
Pipedrive
Visual pipeline management set up for solar sales teams. Custom stages, automated activities, and real-time deal tracking from first enquiry to signed contract.
- Custom pipeline stage design
- Activity & reminder automation
- Web form & chatbot integration
- Sales performance reporting
Everything Your CRM
Needs to Perform
Our CRM integration service covers the full stack — from lead capture through to pipeline reporting — so nothing falls through the cracks.
Lead Scoring & Routing
Automatically score every lead based on property type, budget, intent signals, and source — then route to the right rep or pipeline stage instantly.
- Custom scoring model build
- Geographic territory routing
- Round-robin & priority assignment
- Instant Slack / email notifications
Nurture Sequences
Multi-touch email and SMS sequences that educate cold leads and re-engage stale enquiries — running automatically in the background while your team focuses on the hot prospects.
- Solar education email sequences
- SMS follow-up automation
- Re-engagement campaigns
- Behaviour-triggered branching
Pipeline Reporting
Real-time dashboards showing lead volume, pipeline velocity, conversion rates, and revenue forecasting — so you always know what's working and what needs fixing.
- Live deal pipeline dashboard
- Source attribution reporting
- Monthly strategy reviews
- Revenue forecasting
Your CRM Integrated
in 4 Steps
From discovery to live automation — most CRM integrations are up and running within a week.
Audit & Connect
We audit your current lead sources, data structure, and CRM setup — then connect every channel to a single source of truth.
Map & Configure
Pipeline stages, lead fields, scoring rules, and routing logic are mapped to your exact sales process — no generic templates.
Automate
Nurture sequences, task assignments, notifications, and follow-up reminders are all automated — tested end-to-end before going live.
Report & Refine
Live dashboards go up on day one. Monthly reviews identify pipeline bottlenecks and automation improvements so your CRM keeps improving.
What Happens When
Your CRM Actually Works
"Before Forged, our leads were going into a spreadsheet and half of them were never followed up. Now every enquiry hits HubSpot instantly, gets a text within 2 minutes, and our close rate has gone from 12% to 28%."
"The GoHighLevel setup Forged built us is incredible. Our solar leads get an instant quote request, a follow-up SMS 10 minutes later, and a booking reminder the day before. I haven't manually followed up a lead in 4 months."
"We had Salesforce but nobody was really using it properly. Forged rebuilt the whole thing around our solar sales process. Now I can see exactly where every deal is, and the pipeline reporting saves me 3 hours of reporting a week."
Connect Your CRM.
Close More Solar Deals.
Book a free CRM audit and we'll show you exactly how many leads you're currently losing and how to plug the gaps — no obligation.
Book Your Free
CRM Audit
Tell us what CRM you use and what your current lead process looks like. We'll come back with a clear plan to fix the gaps.