Leads and project management, fully automated

We connect Zoho CRM with OpenSolar, Zoho Projects, and your communication tools - automatically creating projects, syncing design data,
and triggering milestone emails to your team and homeowners.

Deal-to-Installation Automation

Close a deal in Zoho CRM? We can automatically create the project in OpenSolar, push it in Zoho Projects with all tasks and timelines, and send kickoff emails to your team and the homeowner.

See how it works Start your integration

Zoho Integration Specialists

There's more!

Scanifly

PBD

OpenSolar

Salesforce

HubSpot

JobTread

NetSuite

Google Cal

CompanyCam

Automatic Project Creation

When a deal closes in Zoho CRM or a design is finalized in OpenSolar, we automatically create a fully-configured project in Zoho Projects with all tasks, equipment information, and team assignments.

Trigger from CRM deal close
Trigger from design tool completion
Pre-configured task templates

OpenSolar Data Sync

Pull system specs, panel counts, pricing, and design files from OpenSolar directly into Zoho Projects. No more manually copying data or hunting for the latest design version.

System specs to Project fields
Link directly to your OpenSolar project
Real-time design updates

Milestone Communication

As your project moves through milestones in Zoho Projects, we automatically send customized emails to sales reps and homeowners keeping everyone in the loop.

Kickoff emails to team & homeowner
Progress updates at each milestone
Completion notifications & surveys

What customers say

Real results from solar companies like yours

"Transitioning to OpenSolar is made that much easier for our enterprise clients thanks to the work of Pale Blue Dawn."

Chris Takahashi

Business Development Manager OpenSolar

"Pale Blue Dawn have been an absolute game-changer for us! The custom OpenSolar proposals they've built allow us to perfectly maintain our brand image across platforms, and the software integrations they've built for us between OpenSolar, Scanifly and JobTread have streamlined our workflows and saved us countless hours of manual entry."

Rob Heise

Head Of Growth Daylight

"I've been working with Pale Blue Dawn for about 6 months now on multiple projects, from proposal design to drawing diagrams to data integration with our CRM systems, and every bit of the way has been a smooth process. It's been amazing to work with the team and I can't express enough how grateful I am"

Tyson Nicholson

Director of Channel Optimization Sunly

"We needed a fast, reliable integration and Pale Blue Dawn delivered same day. The follow-through and fine-tuning made all the difference."

Ambrish Batheja

VP of Sales & Marketing Infinium Solar

"Marketing automation decreased our cancellation rate by 27.6%. Their deep understanding of solar shows in the results."

Krista Ramirez

VP of Growth Independent Solar

"They made critical integrations that made everything smoother. Professional, responsive - can't recommend them enough!"

Alejandro Lopez

CFO ACDC Power

"Working with Pale Blue Dawn completely transformed how our sales and operations teams collaborate. Before the integration, our reps lived in SubcontractorHub while our ops team lived in Coperniq - which meant manual updates between systems. The PBD team built a seamless, two-way integration that keeps both sides perfectly aligned. Now, when ops up" ...view more "Working with Pale Blue Dawn completely transformed how our sales and operations teams collaborate. Before the integration, our reps lived in SubcontractorHub while our ops team lived in Coperniq - which meant manual updates between systems. The PBD team built a seamless, two-way integration that keeps both sides perfectly aligned. Now, when ops updates a milestone in Coperniq, sales instantly sees it reflected in SubcontractorHub - and when a rep adds notes or changes in SubcontractorHub, ops can see those right inside Coperniq. Our teams stay in their preferred platforms, but everyone's always on the same page. This has saved us hours of manual communication every week and made our project handoffs practically frictionless. It's been a total game changer for our workflow." ...view less "Working with Pale Blue Dawn completely transformed how our sales and operations teams collaborate. Before the integration, our reps lived in SubcontractorHub while our ops team lived in Coperniq - which meant manual updates between systems. The PBD team built a seamless, two-way integration that keeps both sides perfectly aligned. Now, when ops updates a milestone in Coperniq, sales instantly sees it reflected in SubcontractorHub - and when a rep adds notes or changes in SubcontractorHub, ops can see those right inside Coperniq. Our teams stay in their preferred platforms, but everyone's always on the same page. This has saved us hours of manual communication every week and made our project handoffs practically frictionless. It's been a total game changer for our workflow."

John Medina

Dealer Support Manager Harvest

Hear it directly

Watch Tyson from Sunly share their experience working with us

Tyson Nicholson

Director of Channel Optimization Sunly

Pricing built around your workflow

Every integration is different. We scope your tools, data complexity, and timeline in a free consultation, then give you a fixed custom quote before work begins.

Scoped to your systems

We map the tools, data, edge cases, and ownership behind the workflow before we quote it.
Built around your timeline

Delivery is planned around what is urgent now and what can follow in later phases.
Support included

Your proposal covers deployment, monitoring, hosting, and post-launch support.
Fixed quote, no surprises

You approve a clear scope and custom quote before any implementation work begins.

Start with a free consultation

Clear scope • Fixed custom quote • No hidden fees

Get a custom quote

Free Consultation

Fixed Quotes

No Hidden Fees

Ready to automate your Zoho workflow?

Tell us about your current Zoho setup and design tools, and we'll show you exactly how to automate from deal close to project completion.

Schedule free consultation

Join the solar companies already automating Zoho with PBD