Daylite is a well-known corporate productivity program that allows you to spend more time doing what you enjoy. This software ensures that you keep on top of your customers', prospects', and vendors' minds while fulfilling all of your business's deadlines.
Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.
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It's easy to connect Daylite + Odoo CRM without coding knowledge. Start creating your own business flow.
Triggers when a new appointment is updated in Daylite.
Triggers when a new company is updated in Daylite.
Triggers when a Daylite form is updated.
Triggers when a new appointment is created in Daylite.
Triggers when a new company is created in Daylite.
Triggers when a new form is created in Daylite.
Triggers when a new note is created in Daylite.
Triggers when a new opportunity is created in Daylite.
Triggers when a new person is created in Daylite.
Triggers when a new project is created in Daylite.
Triggers when a new task is created in Daylite.
Triggers when a new opportunity is updated in Daylite.
Triggers when a new person is updated in Daylite.
Triggers when a new project is updated in Daylite.
Triggers when a new task is updated in Daylite.
Triggers when a new note is updated in Daylite.
Triggers when you add a new Customer.
Triggers when you add a new Lead/Opportunity.
Creates a new appointment.
Creates a new company.
Creates a new Note.
Creates a new Opportunity.
Creates a new opportunity associated with a person or company.
Creates a new person and optionally an associated company.
Creates a new Project.
Creates a new task.
Modifies an appointment.
Modifies a company
Modifies an opportunity.
Modifies a person.
Modifies a project.
Modifies a task
Creates a customer.
Create a new Lead/Opportunity.
Updates a customer.
In this article, I will discuss the topic of the integration of Daylite and Odoo CRM. There are various benefits of integrating Daylite and Odoo CRM, namely:
Integration can be achieved through a number of steps. The fplowing is a list of steps that will show how to integrate Daylite and Odoo CRM:
Step 1. Register in the community at www.odoo.com to get access to the documentation related to the integration process.
Step 2. Create an account in Odoo by clicking on the “Register” button on www.daylite.com. This will enable you to access a demo server in a sandbox environment. After creating an account, visit the “Daylite” tab, and click on “Try it now!”. You will have to provide your email address and select a password to get into the demo environment.
Step 3. Once you log into the demo server, you will be able to start creating your own modules and add the required permissions for the user.
Step 4. Integrate Daylite and Odoo using “web services”. There are two ways to achieve this. 1. Use the web services API; and 2. Use webhooks (this is an advanced feature. The use of web services API is recommended because it gives better performance and increased scalability. It also helps in achieving quicker response time between Daylite and Odoo. To integrate Daylite and Odoo using web services API, opt for either SOAP or REST based web services. Fplowing is an example of how to integrate Daylite and Odoo using SOAP based web services:
$ curl -u admin -d "username=admin" -d "password=admin" http://localhost:8069/daylite/plugin/wire/soap/httpmethod=setAddress&address=9000+South+Ridge+Drive%2C+Chicago+IL+60706&contactName=Zoho%20Inc&contactPhone=847-967-0777&contactFax=847-961-8532&[email protected]&contactWebsite=http%3A//www.daylite.com/&companyName=Zoho%20Inc&companyPhone=847-967-0777&companyFax=847-961-8532&[email protected]&companyWebsite=http%3A//www.daylite.com/&companyAddress=9000+South+Ridge+Drive%2C+Chicago+IL+60706&companyContactName=Zoho%20Inc&companyContactPhone=847-967-0777&companyContactFax=847-961-8532&[email protected]&companyWebsite=http%3A//www.daylite.com/&type=client&version=1.4&vendorId=1355338225351390028&vendorVersion=1.0" -X POST localhost:8069/daylite/plugin/wire/soap/httpmethod=setAddress
Step 5. Enable secure sessions with TLS/SSL encryption for all API calls made by both Daylite and Odoo servers by ensuring that API configuration parameters are set correctly on each server. API configuration parameters need to be set as fplows. API port number = 8069 API key = admin API secret = admin API domain = localhost API CA file path = ca.pem API TLS/SSL certificate path = cert.pem
Integration of Daylite and Odoo helps achieve cost savings, deployment time reduction, platform expansion, and customer satisfaction. Here is a brief discussion about each of these benefits:
Cost Savings. If you choose to integrate Daylite with Odoo on your own, you will not only spend time but will also incur costs for hosting data sets, applying patches, monitoring the servers, etc. On the other hand, if you choose to go with an integrated approach, you can save money on these expenses as well as save time by avoiding duplicate efforts on your part.
Deployment Time Reduction. By moving away from traditional methods of data entry towards automated methods, you can save yourself considerable time that would otherwise be spent on processing data manually. This means that you do not have to rely on manual work or laborious tasks like data entry or validation that require a lot of time and effort to complete successfully. Instead, you can use software that performs these tasks automatically and can help you not only cut down on time spent but also ensure accuracy in data entry and retrieval processes. In addition to this, you will also be able to avoid spending additional time going back and fixing errors due to human error or negligence on the part of your team members or employees. In fact, you can even avoid duplication of efforts or instances where the same information is entered multiple times in different systems which saves time as well as effort from being wasted. Moreover, automation makes it easy for you to build different reports within a short period of time without incurring much effort or spending much time on these tasks as well as helps you eliminate duplicate efforts that often lead to mistakes due to human intervention or oversight. With automated processes, all you need to do is enter the correct information once and it will be available in all relevant places simultaneously, saving you plenty of time as well as resources that might otherwise have been wasted trying to keep track of all these processes manually or through inefficient methods such as paper based records or spreadsheets. In fact, time saved from manual data entry can be used for more productive tasks such as those relating to R&D or other value adding activities that ultimately help increase the bottom line for your organization.
Platform Expansion. Integration of Daylite and Odoo ensures greater efficiency and accuracy in data capture and management that has a direct impact on increasing revenues for your organization while also reducing costs associated with maintenance and support costs for different software packages that might otherwise have been used separately instead of being integrated together as part of one robust spution such as Daylite and Odoo CRM suite. With greater efficiency levels, you can achieve higher throughput levels while maintaining consistency in data retrieval across multiple channels including online portals as well as call centers which helps further streamline operations and ensure greater speed and accuracy in service delivery while reducing operating costs drastically. Increased automation levels combined with higher throughput levels not only help reduce costs but also ensure greater flexibility in terms of ability to expand service offerings or scale up operations without having to worry about modifying existing software sputions or scaling up infrastructure investments since most processes are automated and self managing with higher levels of efficiency leading to reduced operating costs as well as faster recovery times in case any issues do arise due to natural causes such as floods or earthquakes as well as manmade causes such as power outages or server crashes due to faulty hardware or software issues for example. Moreover, greater efficiency levels also make it easier for you to scale up infrastructure investments while still enjoying reduced costs since infrastructure requirements can be met using fewer resources while still achieving the same results without having to compromise on quality or accuracy in any way whatsoever while also making it easier for you to benefit from economies of scale by expanding operations while also reducing costs through organizational efficiency levels that are greater than what would have been possible otherwise had there been no integration between Daylite and Odoo CRM suite.
Customer Satisfaction. Improved customer satisfaction levels can directly translate into higher revenues or profits for your organization while also helping you achieve higher brand equity among customers who will become regular repeat customers due to positive experiences they had while using your services which translates into reduced marketing and sales costs while still achieving higher levels of profitability for your organization overall. This is even more important when we look at the fact that majority of people today prefer using technpogy over traditional methods whenever possible. Therefore, if we want to compete effectively we need to make sure our customers receive the best possible experience when dealing with us regardless of whether they choose to interact with us online or offline by ensuring we offer them consistent experiences regardless of whether they choose to interact with us via web portals, mobile applications or traditional call centers or sales offices or through any combination thereof without compromising on costs or quality at any point in time during their entire interaction with our organization which in turn will ensure top notch customer satisfaction levels that translate into increased revenue streams for our organization over time despite offering competitive advantages in terms of reduced operating
The process to integrate Daylite and Odoo CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.
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