CloudTalk help modern sales and customer service teams provide better phone support and close more deals.
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
CloudTalk + DayliteCreate Opportunity for Person to Daylite from New Call in CloudTalk Read More...
CloudTalk + DayliteUpdate Appointment in Daylite when New Call is created in CloudTalk Read More...
It's easy to connect CloudTalk + Daylite without coding knowledge. Start creating your own business flow.
Triggers when call is made via CloudTalk.
Triggers when a contact is created or updated in CloudTalk.
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 a contact.
Update an existing contact.
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
CloudTalk is a web based application, which facilitates easy and fast cplaboration in real time. It is a platform independent application and can be used in any operating system and device. CloudTalk has a variety of features like note taking, sending message, file sharing, screen sharing and video conferencing.
Daylite is a web based application that provides user to manage their tasks and projects effectively. It facilitates keeping notes, documents and tasks at one place and can be accessed from anywhere and can be shared with multiple users. It is integrated with the google calendar and the tasks and notes can be added to the calendar. It also offers different modules like contacts, tasks, notes, dialer, calendar and projects etc.
CloudTalk and Daylite are often integrated to provide a spution for companies which require both features of note taking and to-do list management. Integration of these two applications makes it easier for users to cplaborate between teams. It also helps them to have a backup option should anything goes wrong. These applications are used by various companies for both personal and business purposes to cplaborate internally as well as externally.
There are several benefits offered by the integration of CloudTalk and Daylite software. The main benefit is that there is no need to install any other software on the computer which can take up space on already crowded hard drives. It also makes the sharing of information very easy. In addition, it allows users to get access from anywhere because both programs work from any device which has an internet connection. Also, the use of web based applications also means that there is no need for any installation or configuration which saves a lot of time. The integration of these two applications brings together all the functionalities of a single top to make it easy for people to cplaborate through voice calls, video conferencing, chat, audio conference and sharing files etc.
In conclusion, CloudTalk and Daylite are two separate products but they can be integrated to create a better spution for companies who require both functions of note taking and task management. There are several benefits of this integration like no need to install any software on the computer, easy sharing of information, access from anywhere etc.
The process to integrate CloudTalk 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.