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.
Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.Zoho CRM Integrations
Daylite + Zoho CRMAdd Attachment in Zoho CRM when New Person is created in Daylite Read More...
Daylite + Zoho CRMCreate/Update Lead to Zoho CRM from New Appointment in Daylite Read More...
It's easy to connect Daylite + Zoho 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 a new contact is added.
Triggers instantaneously when any entry is created in the specified module.
Triggers when a new contact is added or modified in Zoho.
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
Add attachment to the selected Module entry.
Creates a new entry in a module
Adds a new contact. (Note: you can use this Connect to update an existing one too.)
Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)
Zoho, a world-famous cloud computing company, helps customers all over the world to manage their business. Zoho provides cloud-based software suites that include CRM, email marketing, accounting, project management, etc. Among many products, Zoho CRM is one of the best products of Zoho.
Daylite is an online database management software program that allows users to create and maintain databases for organizing their personal or business-related information. Daylite’s database can be synchronized with Zoho CRM by using Daylite Sync App. After synchronization, Daylite data become accessible in Zoho CRM and vice versa.
The integration of Daylite and Zoho CRM saves time and effort on data entry, data retrieval, and data manipulation. In order to integrate Daylite and Zoho CRM, users need to install Daylite Sync App on their system. Users are required to set up Daylite Sync App properly to ensure smooth integration process. Once sync app is installed and configured properly, users can start syncing their data between Daylite and Zoho CRM.
– Reliable and efficient data input. The integration of Daylite and Zoho CRM eliminates the need of entering data manually into both Daylite and Zoho CRM. It is convenient for users to enter their data once into Daylite; after that, the data is automatically synchronized into Zoho CRM. This integration also reduces the risk of data replication.
– Users can view all the necessary details at a glance. With the integration of Daylite and Zoho CRM, users will not have to go back and forth between Daylite and Zoho CRM to check their data. They can simply look at their data in both systems side-by-side simultaneously.
– Data consistency. The integration of Daylite and Zoho CRM ensures that data are consistent across both systems. Both systems use the same user ID for each user. Mismatched data could be easily spotted and fixed before they happen.
All in all, users can benefit greatly from the integration of Daylite and Zoho CRM because there is no need to copy-paste data from one system to another. Moreover, this integration helps save time and effort as well as guarantees reliable data input.
The process to integrate Daylite and Zoho 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.