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Zoho CRM + Daylite Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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.

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.

Daylite Integrations

Best ways to Integrate Zoho CRM + Daylite

  • Zoho CRM Daylite

    Zoho CRM + Daylite

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

    Zoho CRM + Daylite

    Update Task in Daylite when New Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Daylite Update Task
  • Zoho CRM Daylite

    Zoho CRM + Daylite

    Update Appointment in Daylite when New Contact is created in Zoho CRM Read More...
    Close
    When this happens...
    Zoho CRM New Contact
     
    Then do this...
    Daylite Update Appointment
  • Zoho CRM Daylite

    Zoho CRM + Daylite

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

    Zoho CRM + Daylite

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

    Zoho CRM + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • 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.

    Actions
  • 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.)

  • 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

How Zoho CRM & Daylite Integrations Work

  1. Step 1: Choose Zoho CRM 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 Daylite 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 Zoho CRM to Daylite.

    (2 minutes)

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

Integration of Zoho CRM and Daylite

Zoho CRM

Zoho is one of the most innovative companies with its core business, computing. It’s main activity is to develop various software applications, including content management systems, customer relationship management, e-commerce services, enterprise resource planning, project management tops, online time tracking and billing systems, cplaboration platforms, and mobile apps.

It was founded in 1996 by Sridhar Vembu. He set up the company headquarters in Chennai, India. It grew rapidly and now it has more than 80 offices worldwide. Zoho employs more than 2000 employees. Zoho is now the largest software company in the world that creates open source business software for free.

Daylite

Daylite is a cloud based CRM application from Zoho. It lets you manage your contacts, tasks, notes, events and projects from anywhere using your laptop or mobile device. The app works on both Android and iOS devices. With Daylite you can create a detailed contact profile for your clients and prospects.

Daylite’s features include:

Easy to use – You can easily view projects, notes, contacts and events etc all in one place.

Efficient – The app has a fluid UI. It allows you to send emails directly from the app as well as makes it easy to schedule meetings.

Customizable – The app gives you total contrp over your data. You can easily integrate Daylite with other CRMs as well as email platforms such as Outlook or Gmail.

Integration of Zoho CRM and Daylite

Integration of Zoho CRM and Daylite offers benefits such as:

Saving time – When the two applications are integrated, each will have all the data of the other so users can access data from multiple sources quickly.

Efficient – By integrating these two applications user can easily view data from one place and then move to another place without any hassle. This saves a lot of time and energy which can be used productively.

Save money – When these two applications are integrated, the user can save money because he doesn’t need to purchase separate products for both Zoho and Daylite and can use Zoho/Daylite for both purposes. This saves a lot of money and helps the user manage his business more effectively and efficiently by reducing costs. Integrating Zoho CRM and Daylite also helps the user save money by not having to hire extra staff to manage day-to-day operations as everything is done through these two products.

Benefits of Integration of Zoho CRM and Daylite

The fplowing are the benefits of integration of Zoho CRM and Daylite:

Reduce administrative cost – The integration of these two applications reduces the overall cost of setting up and managing the business as there is no need to purchase separate software for both purposes. This means that there would be no need to purchase extra staff to manage day-to-day operations as everything is done through these two products. This also reduces cost because there is no need to pay for additional licenses for separate software packages for both purposes.

Improved productivity – As mentioned above, users can save time between these two applications while performing different functions. This means that there will be an increase in productivity because users will not waste time switching between different platforms when performing different functions. They can perform all activities with just one platform which saves time and improves productivity.

Improved efficiency – With this integration users can easily see all data from one platform quickly and then switch to another platform without wasting time. This means that users will spend less time on managing their work and more time on doing productive work which increases efficiency in the organization.

Improved communication – One of the biggest advantages of integrating Zoho CRM and Daylite is that it provides great communication facilities to end users. Users can communicate with their clients more effectively through this integration because all their data will be available in one place which allows them to get in touch with their clients at any time they want without wasting time searching for information in different places. This also helps improve communication facilities within the organization among the various departments because users will not need to go to different departments to get information about any client or project because all this information will be available in one place through Daylite/Zoho CRM integration.

The process to integrate Zoho CRM and Daylite 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.