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.
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
Zoho CRM + DayliteCreate Opportunity for Person to Daylite from New Contact in Zoho CRM Read More...
Zoho CRM + DayliteUpdate Task in Daylite when New Contact is created in Zoho CRM Read More...
Zoho CRM + DayliteUpdate Appointment in Daylite when New Contact is created in Zoho CRM Read More...
It's easy to connect Zoho CRM + Daylite without coding knowledge. Start creating your own business flow.
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.
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.
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.)
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
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 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 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.
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.