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Daylite + Zoho CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between Daylite and Zoho CRM

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Daylite

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.

About Zoho CRM

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
Zoho CRM Alternatives

Looking for the Zoho CRM Alternatives? Here is the list of top Zoho CRM Alternatives

  • Salesforce Salesforce
  • Pipedrive Pipedrive
  • HubSpot CRM HubSpot CRM
  • Agile CRM Agile CRM

Best ways to Integrate Daylite + Zoho CRM

  • Daylite Zoho CRM

    Daylite + Zoho CRM

    Create/Update Lead to Zoho CRM from New Person in Daylite Read More...
    Close
    When this happens...
    Daylite New Person
     
    Then do this...
    Zoho CRM Create/Update Lead
  • Daylite Zoho CRM

    Daylite + Zoho CRM

    Create/Update Contact to Zoho CRM from New Person in Daylite Read More...
    Close
    When this happens...
    Daylite New Person
     
    Then do this...
    Zoho CRM Create/Update Contact
  • Daylite Zoho CRM

    Daylite + Zoho CRM

    Create Module Entry to Zoho CRM from New Person in Daylite Read More...
    Close
    When this happens...
    Daylite New Person
     
    Then do this...
    Zoho CRM Create Module Entry
  • Daylite Zoho CRM

    Daylite + Zoho CRM

    Add Attachment in Zoho CRM when New Person is created in Daylite Read More...
    Close
    When this happens...
    Daylite New Person
     
    Then do this...
    Zoho CRM Add Attachment
  • Daylite Zoho CRM

    Daylite + Zoho CRM

    Create/Update Lead to Zoho CRM from New Appointment in Daylite Read More...
    Close
    When this happens...
    Daylite New Appointment
     
    Then do this...
    Zoho CRM Create/Update Lead
  • Daylite {{item.actionAppName}}

    Daylite + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Daylite + Zoho CRM in easier way

It's easy to connect Daylite + Zoho CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • Appointment Updated

    Triggers when a new appointment is updated in Daylite.

  • Company Updated

    Triggers when a new company is updated in Daylite.

  • Form Updated

    Triggers when a Daylite form is updated.

  • New Appointment

    Triggers when a new appointment is created in Daylite.

  • New Company

    Triggers when a new company is created in Daylite.

  • New Form

    Triggers when a new form is created in Daylite.

  • New Note

    Triggers when a new note is created in Daylite.

  • New Opportunity

    Triggers when a new opportunity is created in Daylite.

  • New Person

    Triggers when a new person is created in Daylite.

  • New Project

    Triggers when a new project is created in Daylite.

  • New Task

    Triggers when a new task is created in Daylite.

  • Opportunity Updated

    Triggers when a new opportunity is updated in Daylite.

  • Person Updated

    Triggers when a new person is updated in Daylite.

  • Project Updated

    Triggers when a new project is updated in Daylite.

  • Task Updated

    Triggers when a new task is updated in Daylite.

  • Updated Note

    Triggers when a new note is updated in Daylite.

  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

    Actions
  • Create Appointment

    Creates a new appointment.

  • Create Company

    Creates a new company.

  • Create Note

    Creates a new Note.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Opportunity for Person

    Creates a new opportunity associated with a person or company.

  • Create Person

    Creates a new person and optionally an associated company.

  • Create Project

    Creates a new Project.

  • Create Task

    Creates a new task.

  • Update Appointment

    Modifies an appointment.

  • Update Company

    Modifies a company

  • Update Opportunity

    Modifies an opportunity.

  • Update Person

    Modifies a person.

  • Update Project

    Modifies a project.

  • Update Task

    Modifies a task

  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

How Daylite & Zoho CRM Integrations Work

  1. Step 1: Choose Daylite as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Zoho CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Daylite to Zoho CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Daylite and Zoho CRM

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.

Integration of Daylite and Zoho CRM

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.

Benefits of Integration of 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.