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.

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

"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
Rob Heise
Head Of Growth Daylight
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
Tyson Nicholson
Director of Channel Optimization Sunly
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
Ambrish Batheja
VP of Sales & Marketing Infinium Solar
Infinium Solar
"Marketing automation decreased our cancellation rate by 27.6%. Their deep understanding of solar shows in the results."
Krista Ramirez
Krista Ramirez
VP of Growth Independent Solar
Independent Solar
"They made critical integrations that made everything smoother. Professional, responsive - can't recommend them enough!"
Alejandro Lopez
Alejandro Lopez
CFO ACDC Power
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"
John Medina
Dealer Support Manager Harvest
Harvest

Hear it directly

Watch Tyson from Sunly share their experience working with us

Tyson Nicholson
Tyson Nicholson
Director of Channel Optimization Sunly
Sunly

Simple, transparent pricing

One-time setup fee plus affordable monthly hosting. No surprises.

Build Your Custom Integration

2
2 tools10 tools

Each tool connection (CRM, ERP, design software, etc.)

What you want to sync?0 selected
Projects
Contacts
Leads
Orders
Deals
Tasks
Events
Finance
Other

Select all that apply. You can always add more later.

One-Time Setup

Complete development & deployment

$1,200
Paid once
1-2 weeks delivery

Monthly Platform Fee

Hosting, monitoring & support

$50
per month
Base: $50 + $0 extra tools

Not sure about your requirements?
Our free consultation will help you identify the perfect solution for your business.

What's Included

Unlimited Integration Runs
Multi Step Integration
Expert-led Planning
Advanced Integration
24/7 Monitoring
Post-integration Support
Start Your Integration

Free consultation • Fixed quotes • No hidden fees

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.

Join the solar companies already automating Zoho with PBD