STEP 1
Connect Daylite and Zoho CRM
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Daylite and Zoho CRM Integration
Build crm workflows between Daylite and Zoho CRM on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Daylite and Zoho CRM
Detailed info you need to know about Daylite and Zoho CRM integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Daylite to Zoho CRM
Set up your Daylite and Zoho CRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Daylite and Zoho CRM nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Daylite and Zoho CRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Daylite and Zoho CRM work in WEXTL?
WEXTL exposes actions and triggers for Daylite and Zoho CRM that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Daylite triggersZoho CRM actions
Daylite modules
- Create AppointmentCreates an appointment.
- Create CompanyCreates a company.
- Create ContactCreates a contact.
- Create FileCreates a file attachment record.
- Create FormCreates a form.
- Create Form DefinitionCreates a form definition.
- Create GroupCreates a group.
- Create NoteCreates a note.
- Create OpportunityCreates an opportunity.
- Create ProjectCreates a project.
- Create RelationshipCreates a relationship between two contacts or companies.
- Create Relationship TypeCreates a relationship type.
- Create ResourceCreates a resource.
- Create RoleCreates a role linking a contact or company to a project or opportunity.
- Create Role TypeCreates a role type.
- Create SubscriptionCreates a webhook subscription for a Daylite event.
- Create TaskCreates a task.
- Delete AppointmentDeletes an appointment by its ID.
- Delete CategoryDeletes a category by its name.
- Delete CompanyDeletes a company by its ID.
- Delete Company ImageDeletes the image of a company.
- Delete ContactDeletes a contact by its ID.
- Delete Contact ImageDeletes the image of a contact.
- Delete EmailDeletes an email by its ID.
- Delete FileDeletes a file attachment by its ID.
- Delete FormDeletes a form by its ID.
- Delete Form DefinitionDeletes a form definition by its ID.
- Delete GroupDeletes a group by its ID.
- Delete KeywordDeletes a keyword by its name.
- Delete NoteDeletes a note by its ID.
- Delete OpportunityDeletes an opportunity by its ID.
- Delete ProjectDeletes a project by its ID.
- Delete RelationshipDeletes a relationship by its ID.
- Delete Relationship TypeDeletes a relationship type by its ID.
- Delete ResourceDeletes a resource by its ID.
- Delete RoleDeletes a role by its ID.
- Delete Role TypeDeletes a role type by its ID.
- Delete SubscriptionDeletes a webhook subscription by its ID.
- Delete TaskDeletes a task by its ID.
- Get AppointmentRetrieves an appointment by its ID.
- Get CategoryRetrieves a category by its name.
- Get CompanyRetrieves a company by its ID.
- Get Company ImageRetrieves the image of a company.
- Get Company TypeRetrieves a company type by its name.
- Get ContactRetrieves a contact by its ID.
- Get Contact ImageRetrieves the image of a contact.
- Get EmailRetrieves an email by its ID.
- Get Email BodyRetrieves the body of an email.
- Get FileRetrieves the details of a file attachment.
- Get File ContentDownloads the content of a file attachment.
Zoho CRM modules
- Bulk Write RecordsPerforms bulk write records.
- Convert LeadPerforms convert lead.
- Create AccountCreates account.
- Create CallCreates call.
- Create ContactCreates contact.
- Create Custom FieldCreates custom field.
- Create DealCreates deal.
- Create EmailCreates email.
- Create EventCreates event.
- Create LeadCreates lead.
- Create NoteCreates note.
- Create ProfileCreates profile.
- Create RoleCreates role.
- Create TagCreates tag.
- Create TaskCreates task.
- Create UserCreates user.
- Deactivate UserPerforms deactivate user.
- Delete AccountDeletes account.
- Delete AttachmentDeletes attachment.
- Delete CallDeletes call.
- Delete ContactDeletes contact.
- Delete Custom FieldDeletes custom field.
- Delete DealDeletes deal.
- Delete EventDeletes event.
- Delete LeadDeletes lead.
- Delete NoteDeletes note.
- Delete TagDeletes tag.
- Delete TaskDeletes task.
- Delete UserDeletes user.
- Delete WebhookDeletes webhook.
- Execute Composite RequestExecutes composite request.
- Execute COQL QueryRetrieves execute coql query.
- Get Account by IDReturns account by id.
- Get AccountsReturns accounts.
- Get AttachmentReturns attachment.
- Get Bulk Job StatusReturns bulk job status.
- Get Call by IDReturns call by id.
- Get CallsReturns calls.
- Get Contact by IDReturns contact by id.
- Get ContactsReturns contacts.
- Get Current UserReturns current user.
- Get Custom Field by IDReturns custom field by id.
- Get Custom FieldsReturns custom fields.
- Get Deal by IDReturns deal by id.
- Get DealsReturns deals.
- Get Email by IDReturns email by id.
- Get EmailsReturns emails.
- Get Event by IDReturns event by id.
- Get EventsReturns events.
- Get Field MetadataReturns field metadata.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Daylite and Zoho CRM integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Daylite and Zoho CRM.
Connect your Daylite and Zoho CRM accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Daylite's "Watch Appointments" fires, WEXTL can "Bulk Write Records" in Zoho CRM. Daylite has 11 triggers (including Watch Appointments, Watch Companies, and Watch Contacts); Zoho CRM has 105 actions (including Bulk Write Records, Convert Lead, and Create Account). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Daylite-to-Zoho CRM automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Daylite (or Zoho CRM) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Daylite + Zoho CRM automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Daylite and Zoho CRM integration.
- Daylite and Zoho CRM integration source code, module specs and credentials implementation.
- Our Daylite and Zoho CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Daylite and Zoho CRM — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Daylite integration information
- Zoho CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library