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Daylite + Freshsales Integrations

Appy Pie Connect allows you to automate multiple workflows between Daylite and Freshsales

About Daylite

Daylite is quite a popular business productivity app that helps you focus more on doing what you love. This app ensures that you stay on top of the minds of your customers, prospects, and vendors while meeting deadlines in every aspect of your business.

About Freshsales

Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.

Freshsales Integrations
Freshsales Alternatives

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Best Daylite and Freshsales Integrations

  • Daylite MailChimp

    Daylite + MailChimp

    Add new Daylite people to a Mailchimp mailing list Read More...
    When this happens...
    Daylite New Person
     
    Then do this...
    MailChimp Add/Update Subscriber
    If you use Daylite and Mailchimp together, you can use Appy Pie Connect automation to automatically add new people from Daylite into Mailchimp subscriber lists automatically as soon as they’re created. Appy Pie Connect’s Daylite integration allows you to automatically add new people added to Daylite to Mailchimp mailing lists. After configuring this integration, when a user is added in Daylite, they are automatically added to a new list inside your MailChimp account.
    How This Daylite-MailChimp Integration Works
    • A new people is created on Daylite
    • Appy Pie Connect adds them to a Mailchimp mailing list
    What You Need
    • Daylite account
    • Mailchimp account
  • Daylite Google Sheets

    Daylite + Google Sheets

    Add new rows in Google Sheets for Daylite tasks Read More...
    When this happens...
    Daylite New Task
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Connect Daylite and MailChimp to automate the process of adding new Daylite contacts or groups to your existing Mailchimp mailing lists. Our easy-to-use interface allows you to quickly integrate both applications so they work together. After setting this integration, Appy Pie Connect will automatically create new rows to Google Sheets for new Daylite tasks.
    How This Daylite- Google Sheets Integration Works
    • A new task is created on Daylite
    • Appy Pie Connect creates a new row on Google Sheets
    What You Need
    • Daylite account
    • Google Sheets account
  • Daylite Slack

    Freshsales + Slack

    Send message in Slack when a new lead is created in Freshsales Read More...
    When this happens...
    Daylite New Lead
     
    Then do this...
    Slack Send Channel Message
    Freshsales is one of the most effective CRM tools that help you manage your customer service more effectively. Monitoring it around the clock is quite tough when you have other more hands-on jobs to take care of. Now, you can use this Freshsales – Slack integration to stay updated about all the new leads created in Freshsales. After setting this integration up, whenever a new lead is created in Freshsales, Appy Pie Connect will automatically send notification messages in Slack.
    How this Freshsales - Slack integration works
    • A new lead is created in Freshsales
    • Appy Pie Connect sends a message in Slack
    What You Need
    • A Freshsales account
    • A Slack account
  • Daylite Gmail

    Freshsales + Gmail

    Welcome new Freshsales customers with personalized emails from Gmail Read More...
    When this happens...
    Daylite New Lead
     
    Then do this...
    Gmail Send Email
    Give your prospects a personalized welcome right from your Gmail account. Unlike the generic CRM welcome email, this integration will send a welcome message from your personal Gmail without the unsubscribe text at the bottom. After you set this integration up, we'll start watching your Freshsales. From then on, whenever a new lead is created in it, Appy Pie Connect will send them a personalized email from Gmail.
    How this Freshsales - Gmail integration works
    • A new lead is created in Freshsales
    • Appy Pie Connect sends an email to the lead from Gmail
    What You Need
    • A Gmail account
    • A Freshsales account
  • Daylite Microsoft Teams

    Freshsales + Microsoft Teams

    Send message in Microsoft Teams Channel when a new lead is created in Freshsales Read More...
    When this happens...
    Daylite New Lead
     
    Then do this...
    Microsoft Teams Send Channel Messages
    Freshsales is one of the most effective CRM tools that help you manage your customer service more effectively. Monitoring it around the clock is quite tough when you have other more hands-on jobs to take care of. Now, you can use this Freshsales – Microsoft Teams integration to stay updated about all the new leads created in Freshsales. After setting this integration up, whenever a new lead is created in Freshsales, Appy Pie Connect will automatically send notification messages in Microsoft Teams Channel.
    How this Freshsales - Microsoft Teams integration works
    • A new lead is created in Freshsales
    • Appy Pie Connect sends a message in Microsoft Teams
    What You Need
    • A Freshsales account
    • A Microsoft Terams account
  • Daylite Microsoft Teams

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    {{item.message}} Read More...
    When this happens...
    Daylite {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Daylite + Freshsales in easier way

It's easy to connect Daylite + Freshsales without coding knowledge. Start creating your own business flow.

    Triggers
  • Appointment Updated

    Triggers when a new appointment is updated in Daylite.

  • Company Updated

    Triggers when a new company is updated in Daylite.

  • Form Updated

    Triggers when a Daylite form is updated.

  • New Appointment

    Triggers when a new appointment is created in Daylite.

  • New Company

    Triggers when a new company is created in Daylite.

  • New Form

    Triggers when a new form is created in Daylite.

  • New Note

    Triggers when a new note is created in Daylite.

  • New Opportunity

    Triggers when a new opportunity is created in Daylite.

  • New Person

    Triggers when a new person is created in Daylite.

  • New Project

    Triggers when a new project is created in Daylite.

  • New Task

    Triggers when a new task is created in Daylite.

  • Opportunity Updated

    Triggers when a new opportunity is updated in Daylite.

  • Person Updated

    Triggers when a new person is updated in Daylite.

  • Project Updated

    Triggers when a new project is updated in Daylite.

  • Task Updated

    Triggers when a new task is updated in Daylite.

  • Updated Note

    Triggers when a new note is updated in Daylite.

  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when a new lead is created.

    Actions
  • Create Appointment

    Creates a new appointment.

  • Create Company

    Creates a new company.

  • Create Note

    Creates a new Note.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Opportunity for Person

    Creates a new opportunity associated with a person or company.

  • Create Person

    Creates a new person and optionally an associated company.

  • Create Project

    Creates a new Project.

  • Create Task

    Creates a new task.

  • Update Appointment

    Modifies an appointment.

  • Update Company

    Modifies a company

  • Update Opportunity

    Modifies an opportunity.

  • Update Person

    Modifies a person.

  • Update Project

    Modifies a project.

  • Update Task

    Modifies a task

  • Create Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

How Daylite & Freshsales Integrations Work

  1. Step 1: Choose Daylite as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Daylite with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Freshsales as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Freshsales with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Daylite and Freshsales

Daylite

Daylite is a project management application which helps to manage all aspects of business projects. It is an online application which allows us to create tasks, organize them, schedule them and assign them to different members of the team. It assists in managing projects by keeping track of milestones, meetings, tasks etc. It also assists in sharing files and documents with our team members. The data of Daylite can be backed up on the cloud, accessible from any device connected to internet.

Freshsales

Freshsales is an efficient sales management spution which help sales team to manage leads, leads conversion and sales opportunities. Using Freshsales sales reps can send personalized emails to specific leads and fplow-up on leads more efficiently. It helps to track pipeline, sales calls, emails, social media engagement and sales history. The data of Freshsales can be backed up on the cloud, accessible from any device connected to internet.

Integration of Daylite and Freshsales

Daylite can be integrated with Freshsales to automate the sales process. Using Freshsales sales rep can send personalized emails to specific leads that are tracked in Daylite. Sales rep can fplow-up on leads that are part of the pipeline using Freshsales. By integrating these two applications users can ensure that all aspects of the sales process are carried out in a more effective manner.

Benefits of Integration of Daylite and Freshsales

The benefits of integrating Daylite and Freshsales are as fplows:

Benefits for Sales Team:

Sales team gets complete overview of all their leads from one application.

Sales team can fplow-up on leads from Daylite in Freshsales.

Sales team can track pipeline from one application.

Sales team can access all their records from one application.

Benefits for Business:

Business saves time by integrating Daylite and Freshsales.

Business saves money by integrating Daylite and Freshsales because in a single platform there are multiple applications in a single platform.

Business has a better insight into the sales process in a single platform.

The process to integrate Daylite and Freshsales 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.