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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 OpenSolar

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

Proof in the work

Proven in solar. Built for complex operations.

"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"
Rob Heise
Rob Heise
Head Of Growth Daylight
Daylight
"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

Hear it directly

Watch Tyson from Sunly share their experience working with us

Tyson Nicholson
Tyson Nicholson
Director of Channel Optimization Sunly
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.

  1. Scoped to your systems

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

  2. Built around your timeline

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

  3. Support included

    Your proposal covers deployment, monitoring, hosting, and post-launch support.

  4. 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 • Hosting and monitoring included

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