Solea Integration
Connect Smarter Launch to Solea to keep your customer records, locations, and proposal documents in sync — automatically. Eliminate double data entry and ensure your field team always has the latest proposal information right inside Solea.
Every customer. Every address. Always in sync.
The Solea integration keeps your proposal workflow and your CRM aligned — customer records, documents, and multi-property addresses stay consistent without any manual effort.
Two-Way Customer Sync
New customers push from Smarter Launch to Solea automatically. Smart matching checks by email and address before creating records. Changes in Solea flow back to keep both platforms current.
Proposal & Document Delivery
Proposal PDFs attach to the matching Solea customer record on send or acceptance. Documents attach at the contact and property level. Failed pushes are retryable without recreating the proposal.
Customer Search & Linking
Search your Solea customer base from Smarter Launch by name, email, phone, or company. Smarter Launch highlights which contacts and addresses are already linked to Solea properties.
Team & Location Import
Pull your Solea offices as service locations and import your team in one step, with Smarter Launch accounts created and assigned to the correct locations automatically.
Set up once. Runs forever.
Connect your Solea account
Enter your Solea API credentials in Smarter Launch integration settings. The connection is verified instantly.
Import offices and team
Pull your Solea offices as service locations and import team members in one click, with accounts created automatically.
Configure sync rules
Choose when customers push to Solea — on creation, on proposal acceptance, or both. Set document delivery preferences once.
Send proposals as normal
Your team works in Smarter Launch. Customer records and PDFs flow to Solea without any extra steps.
Multi-property stays organized
Each address and contact links to the right Solea property automatically — no manual matching required.
What flows where.
From
Smarter Launch → Solea
- New customers pushed automatically
- Optional: push only on proposal acceptance
- Smart matching by email and address before creating records
- Multi-property customers supported — addresses tracked individually
- Proposal PDFs attached on send or acceptance
- Site drawings and attachments included
- Documents attached at contact and property level
From
Solea → Smarter Launch
- Solea offices imported as service locations
- Team members imported and assigned to locations
- Existing customers imported with contacts and addresses
- Customer record updates flow back automatically
Stop entering the same data twice.
- No duplicate records — smart matching links to existing Solea customers automatically
- Proposals delivered where your team works — PDFs and attachments land directly on the customer's Solea profile
- Only real customers enter your CRM — tie customer creation to proposal acceptance so unqualified leads stay out
- Multi-property ready — manage customers with multiple service addresses without losing track of which proposal belongs to which property
- Your team, connected from day one — import staff and locations from Solea in one step
Solea
Field Service Management
Solea is a field service management platform built for pest control and home services. The Smarter Launch integration connects your proposal workflow directly to the CRM your team uses every day.
Sync Configuration
- Push customers on creation, acceptance, or both
- Attach proposal PDFs on send, acceptance, or both
- Include site drawings and attachments optionally
- Failed document pushes retryable without recreating
- Multi-property addresses each tracked individually
Already using Solea?
See the two-way sync in action — we'll walk through setup and show you exactly how data flows between both platforms.
Related Resources
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