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.
Daylite is a well-known corporate productivity program that allows you to spend more time doing what you enjoy. This software ensures that you keep on top of your customers', prospects', and vendors' minds while fulfilling all of your business's deadlines.
Daylite IntegrationsAgile CRM + Daylite
Create Opportunity for Person to Daylite from New Ticket in Agile CRM Read More...Agile CRM + Daylite
Update Task in Daylite when New Ticket is created in Agile CRM Read More...Agile CRM + Daylite
Update Appointment in Daylite when New Ticket is created in Agile CRM Read More...It's easy to connect Agile CRM + Daylite without coding knowledge. Start creating your own business flow.
Triggers when a Deal reaches a specific milestone.
Triggers when changes are made in any deal milestone.
Triggers when a new contact is added.
Triggers when a new Deal is added.
Triggers when a new event is created.
Triggers whenever a tag is added to contact in AgileCRM.
Triggers whenever a new task is added.
Triggers upon an addition of a new ticket in Agile CRM.
Triggers when a new appointment is updated in Daylite.
Triggers when a new company is updated in Daylite.
Triggers when a Daylite form is updated.
Triggers when a new appointment is created in Daylite.
Triggers when a new company is created in Daylite.
Triggers when a new form is created in Daylite.
Triggers when a new note is created in Daylite.
Triggers when a new opportunity is created in Daylite.
Triggers when a new person is created in Daylite.
Triggers when a new project is created in Daylite.
Triggers when a new task is created in Daylite.
Triggers when a new opportunity is updated in Daylite.
Triggers when a new person is updated in Daylite.
Triggers when a new project is updated in Daylite.
Triggers when a new task is updated in Daylite.
Triggers when a new note is updated in Daylite.
Create an event in Agile CRM.
Add a note to a specific contact.
Add Score to a Contact in the Agile CRM.
Add Tag to a Contact.
Subscribe to a Campaign.
Create a New Company.
Creates a New Contact.
Add a deal in the Agile CRM.
Create a Task for the Contact.
Generates Ticket in the Agile CRM.
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
Update a Company.
Creates a new appointment.
Creates a new company.
Creates a new Note.
Creates a new Opportunity.
Creates a new opportunity associated with a person or company.
Creates a new person and optionally an associated company.
Creates a new Project.
Creates a new task.
Modifies an appointment.
Modifies a company
Modifies an opportunity.
Modifies a person.
Modifies a project.
Modifies a task
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
Agile CRM is a customer management software developed by Agile Technpogy, Inc., which can be used for managing customers, sales, marketing and financial data. It is a browser-based application that works on any operating system, which means that you can use it on any device with an internet connection. This helps to improve the overall productivity of your team. The main benefit of Daylite is that it is designed to work seamlessly with Agile CRM. Daylite is a mobile app that provides support for the entire business process. It supports tasks, meetings, contacts, calendar and more.
This section delves into the details of the integration between Daylite and Agile CRM. The first benefit of integration between Agile CRM and Daylite is easy access to sales information from a single platform. With Daylite, you can review sales info and statistics in one place. You can also easily add an email or phone number to your contact list from within Agile CRM. This makes it quick and simple to keep track of your contacts’ information without having to search for it on various platforms. The second benefit of integration between Agile CRM and Daylite is increased productivity. You can easily make calls directly from Agile CRM without having to switch over to another platform. You can also schedule meetings within Daylite directly from Agile CRM. The third benefit of integration between Agile CRM and Daylite is better customer service. Instead of using numerous platforms to manage your customer service activities, you can do all of them from within Agile CRM and Daylite.
The above discussion highlights how Agile CRM and Daylite can be integrated to provide the best possible spution for your business needs.
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.