Solo Integration

Solo Data Integration — Solar CRM Analytics

Connect Solo in 5 minutes. Your AI agent reads solar leads, proposals, project milestones, and installation workflows—then correlates pipeline data with cross-channel insights from 1,000+ sources.

SOC 2 Type II

1,000+ Data Sources

Any Warehouse or BI Tool

Improvado Agent

Connected to Solo

How many solar projects are stuck in Permitting stage for over 30 days?

12 projects in Permitting over 30 days. Total pipeline value: $428K. Longest stalled: Johnson Residence (47 days, $38K). Average delay: 36 days.

Assign follow-up tasks to the permitting team and flag these for review?

Done — 12 tasks created and assigned to permitting team with priority flags. Review meeting scheduled for tomorrow at 10 AM.

Trusted by data-driven teams

1,000+

Integrations

200+

Solo Fields

99.9%

SLA Uptime

<5 min

Setup

SOC 2

Type II

Key Takeaways

What your AI agent extracts from Solo

Improvado pulls solar-specific data including leads, proposals, project milestones (site survey to PTO), customer engagement records, installation timelines, and workflow automation logs. Your agent accesses site survey forms with photo metadata, proposal versions, Docusign-integrated change orders, and centralized sales and installation reporting tailored for solar contractors.

200+ metrics and dimensions Campaigns, ad groups, keywords, audiences, geo, device — all granularity levels from the Solo API

15-minute refresh cycles Near real-time sync with 99.9% SLA uptime. No stale dashboards.

Cross-channel normalization Marketing CDM unifies your data with 1,000+ sources into one schema. No manual mapping.

Any warehouse or BI tool Snowflake, BigQuery, Redshift, Databricks, Power BI, Tableau, Looker Studio

AI Agent access via MCP Query, write, and monitor Solo through Claude, ChatGPT, Cursor, or any MCP client

Enterprise-grade security SOC 2 Type II, HIPAA, GDPR, CCPA. Raw data never leaves your environment.

OAuth setup in under 5 minutes No API keys, no code, no developer setup. Schema changes handled automatically.

Zero ongoing maintenance Pagination, rate limits, API versioning — all managed. Your team focuses on analysis.

Integration Details

Complete Solar Project Lifecycle Data

Improvado pulls solar-specific data including leads, proposals, project milestones (site survey to PTO), customer engagement records, installation timelines, and workflow automation logs from Solo. We capture site survey forms with photo metadata, proposal versions, Docusign-integrated change orders, and centralized sales and installation reporting tailored for solar contractors.

Solo API · Secure integration auth · 15-min sync · Incremental backfill

Schema Overview

Data objects and fields Improvado extracts from Solo

Object	Fields
Leads	lead_name source contact_info site_address status created_date assigned_to
Proposals	proposal_id project_name version value status sent_date signed_date
Projects	project_name milestone days_in_stage value assigned_to start_date pto_date
SiteSurveys	survey_id project_name survey_date photos_count notes completed_by
ChangeOrders	order_id project_name version change_description docusign_status approval_date

How it works

From connection to autonomous action in three steps

Connect

Connect: Authorize Improvado via Solo integration settings in under 10 minutes. Sync begins immediately with 12-month backfill of leads, proposals, milestones, and site survey data.

Ask

Query: Ask 'Which leads completed site surveys but have no proposal?' and your agent surfaces leads, project milestones, proposal statuses, site survey forms, and installation timelines from Solo's solar-specific workflows.

Act

Act: Your agent updates project milestones, assigns tasks, creates change orders, schedules site surveys, triggers notifications, and syncs proposal statuses—all logged in the audit trail.

Use Cases

What teams ask their AI agent about Solo

Real prompts from enterprise marketing teams. The agent reads your data, answers in seconds, and takes action when you ask.

See how teams use Improvado →

Improvado Agent Analysis

Which solar leads from this month have completed site surveys but no proposal sent yet?

Your AI agent analyzes Solo data and delivers actionable insights — automatically, in seconds.

6 hrs → 25 min

Improvado Agent Cross-channel

Compare proposal-to-contract conversion rates across Solo and Facebook Ads lead sources this quarter

Your AI agent analyzes Solo data and delivers actionable insights — automatically, in seconds.

Manual → auto

Improvado Agent Reporting

Update all projects in Design Review to Proposal Sent and assign follow-up tasks to the sales team

Your AI agent analyzes Solo data and delivers actionable insights — automatically, in seconds.

3 hrs → 15 min

AI Agent Access

Your agent doesn't just read Solo — it automates solar workflows.

Read

Read: Leads, proposals, project milestones (site survey, design, permitting, installation, PTO), customer engagement records, site survey forms with photos, proposal versions, change orders, task assignments, installation timelines, and workflow automation logs.

Write

Write: Update project milestones and statuses, assign tasks and notifications, create change orders, modify proposal versions, schedule site surveys, trigger workflow automations, and sync installation timelines across your solar operations.

Monitor

Monitor: Real-time milestone changes, proposal status updates, permitting delays, installation progress, PTO completion, task assignments, and workflow triggers with alerts for stalled projects and overdue milestones.

Claude, ChatGPT, and Cursor can update project milestones, assign tasks, trigger notifications, create change orders, and sync proposal statuses across your solar operations. Agents automate repetitive data entry, schedule site surveys, and track installations from lead to PTO without manual updates. Every action is logged with timestamps, user attribution, and rollback capability in Improvado's audit trail.

Claude ChatGPT Cursor Gemini Any MCP Client

Explore MCP →

Improvado Agent · Solo

You

Show me leads from this month that completed site surveys but have no proposal sent yet

Site Surveys Awaiting Proposal

Lead Name	Survey Completed	System Size
Martinez Residence	4 days ago	8.5 kW
Johnson Home Solar	6 days ago	12.3 kW
Chen Family Install	8 days ago	6.8 kW
Thompson Property	9 days ago	15.2 kW
Rivera Commercial	11 days ago	24.7 kW

5 leads · 67.5 kW total capacity · avg 7.6 days waiting

You

Update all projects to Proposal Sent stage and assign follow-up tasks to the sales team for this week

Proposals queued and assigned

5 projects moved to Proposal Sent · tasks assigned to sales team

Destinations

Send Solo data anywhere

Load normalized data to your preferred warehouse, BI tool, or cloud storage. Click any destination to see its integration guide.

SOC

SOC 2 Type II Audited data management

HIPAA Healthcare compliance

GDPR EU data protection

CCPA California privacy

Compare

They extract data. Improvado deploys an agent.

Traditional tools move data from A to B. Improvado gives you an AI agent that reads, acts, and monitors — with Solo as one of 1,000+ integrated sources.

Feature	Improvado	Supermetrics	Funnel.io	Fivetran
Data fields extracted	200+	~90	~120	~80
Total integrations	1,000+	~150	~500	~300
Cross-channel normalization (CDM)	✓ Built-in	✗ Manual	● Basic mapping	✗ Raw only
AI Agent access (MCP)	✓ Read, Write, Monitor	✗	✗	✗
Data warehouse destinations	✓ 16+ warehouses & BI tools	Sheets, Looker, BigQuery	BigQuery, Snowflake, Redshift	✓ Broad warehouse support
Refresh frequency	Every 15 min	Scheduled triggers	Daily / 6hr	Every 15 min (premium)
SOC 2 Type II & HIPAA	✓	✗ SOC 2 only	✓ SOC 2	✓
Best for	Teams that want an AI agent, not a pipeline	Small teams, spreadsheets	Mid-market, data teams	Engineering-led ELT pipelines

Comparison based on publicly available documentation as of April 2026. Feature availability may vary by plan tier.

FAQ

Frequently asked questions

How does Improvado connect to Solo?

Improvado connects to Solo via secure API authentication in under 10 minutes. You authorize access through Solo's integration settings, and Improvado begins syncing historical lead, proposal, and project data immediately. The connector supports backfills of up to 12 months of solar pipeline history, site surveys, and milestone tracking.

What Solo data does Improvado pull?

Improvado extracts leads, proposals, project milestones (site survey, design, permitting, installation, PTO), customer engagement records, site survey forms with photos, proposal versions, change orders, task assignments, and installation timelines. The connector also pulls workflow automation logs, team collaboration data, and centralized sales and installation reports. Data refreshes every 15 minutes to capture real-time project updates.

How often does Solo data refresh?

Solo data syncs every 15 minutes through Improvado's incremental connector, capturing new leads, proposal updates, milestone changes, and task assignments. For time-sensitive operations like site survey scheduling or PTO tracking, Improvado supports near-real-time sync with a 5-minute SLA. You can trigger manual refreshes anytime via the Improvado dashboard or through your AI agent.

Can the AI agent write data back to Solo?

Yes, your AI agent can update project milestones, assign tasks, create change orders, modify proposal statuses, schedule site surveys, and trigger workflow notifications in Solo. All write operations are validated against your Solo workspace permissions and logged in Improvado's audit trail with timestamps, agent attribution, and change history. You can configure approval workflows and rollback policies to govern agent actions on solar projects.

Is Solo data secure with Improvado?

Improvado is SOC 2 Type II certified, HIPAA compliant, and GDPR ready. All Solo data is encrypted in transit via TLS 1.3 and at rest using AES-256. API credentials are stored in Improvado's secure vault with role-based access controls and automatic rotation. Improvado never shares your solar CRM data with third parties and supports custom data residency requirements.

How does Solo connect with other platforms in Improvado?

Improvado maps Solo leads, proposals, and milestones to its Common Data Model, unifying solar pipeline data with insights from 1,000+ marketing, sales, and operations platforms. Your AI agent can correlate Solo project timelines with ad spend from Google Ads, lead quality from Facebook Ads, and customer support tickets from Zendesk. Cross-platform analysis enables questions like 'Which Facebook lead sources have the highest proposal-to-PTO conversion rates?' answered in seconds.

Customer stories See all customer stories →

"Improvado saves about 90 hours per week and allows us to focus on data analysis."

Jeff Lee Head of Social, Media Buy, Influencer & Marketing Data at ASUS

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"Improvado's reporting tool effortlessly integrates all our marketing data so we can easily track users across their entire digital journey. This saves me and my team countless hours."

Marc Cerniglio Insights & Automation Manager at Chacka Marketing

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Put an AI agent on your Solo today

Connect in under 5 minutes. Your agent starts reading, acting, and monitoring immediately.

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