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Agile CRM + Daylite Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

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.

Daylite Integrations

Best ways to Integrate Agile CRM + Daylite

  • Agile CRM Daylite

    Agile CRM + Daylite

    Create Opportunity for Person to Daylite from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Daylite Create Opportunity for Person
  • Agile CRM Daylite

    Agile CRM + Daylite

    Update Task in Daylite when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Daylite Update Task
  • Agile CRM Daylite

    Agile CRM + Daylite

    Update Appointment in Daylite when New Ticket is created in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Daylite Update Appointment
  • Agile CRM Daylite

    Agile CRM + Daylite

    Create Task to Daylite from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Daylite Create Task
  • Agile CRM Daylite

    Agile CRM + Daylite

    Create Appointment to Daylite from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM New Ticket
     
    Then do this...
    Daylite Create Appointment
  • Agile CRM {{item.actionAppName}}

    Agile CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Agile CRM + Daylite in easier way

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

    Triggers
  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • 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.

    Actions
  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

  • 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

How Agile CRM & Daylite Integrations Work

  1. Step 1: Choose Agile CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Daylite as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Agile CRM to Daylite.

    (2 minutes)

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

Integration of Agile CRM and Daylite

Many organizations have struggled to implement CRM systems that work well. CRM systems can be extremely complex and difficult to use. CRM systems also do not necessarily integrate well with other business applications, such as accounting and sales force automation. The same issues can occur when integrating CRM systems with other software applications, such as financial management and accounting. This is especially true for small businesses, which cannot afford custom-built applications.

Agile CRM provides a spution to these issues. It allows users to create their own CRM processes, such as sales funnel automation and lead tracking. Agile CRM can also integrate with Daylite, a project management application that helps users track tasks and projects. By using Agile CRM and Daylite together, users can create a customized process that allows them to manage their business more effectively and efficiently.

Integration of Agile CRM and Daylite

Agile CRM

Agile CRM is a comprehensive cloud-based top for managing customer relationships and customer data. Agile CRM allows users to manage their accounts, contacts, leads, opportunities, quotes, invoices, and much more. It also integrates with many third-party business applications, such as Salesforce, MailChimp, and Google Analytics. Users can set up automated notifications to alert them of important events in their accounts, such as new email messages or updates to their calendar. Agile CRM’s features include:

Automatic email reminders

Task Tracking

Project Management

CRM integration for Salesforce and Zendesk

Marketing Automation

Inventory Management

Multi-currency support

Google Analytics Integration

Salesforce.com integration

MailChimp Integration

Benefits of Integration of Agile CRM and Daylite

Agile CRM is a powerful top that can help organizations operate more efficiently and effectively. Companies should consider using the Agile CRM/Daylite integration if they want to streamline their operations further. The two applications work together to create a project management system that helps companies improve the way they manage their customers. This system can help companies improve their customer service, increase their revenue, and save money on unnecessary expenses. Some of the benefits of this system include:

The process to integrate Agile CRM and Daylite 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.