Case Study: Your Energy Solutions achieves automated contracts and reliable customer follow-ups with Pipeline

Your Energy Solutions Finds Efficiency with PipelineDeals and Zapier

Your Energy Solutions, a San Francisco Bay Area solar contractor, needed to eliminate repetitive CRM tasks and close communication gaps that risked missed follow-ups and errors. They struggled with duplicate data entry to create contracts, limited ways for field staff to update records, and unreliable inspection and final-review workflows that made it hard to keep customers and internal teams aligned.

By integrating PipelineDeals with Zapier webhooks and automations, they automated contract generation (pushing deal data to Adobe Sign), file/CAD uploads, stage-triggered customer and team notifications, and a Solar Final Inspection form that updates deals without giving installers CRM access. The setup reduced duplicate work, sped up workflows, improved data accuracy and inspection tracking, made onboarding quick (about an hour), and strengthened customer communication—helping preserve their reputation and save time and money.

Your Energy Solutions

Amit Roy

Your Energy Solutions