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Daylite + Agile CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Daylite

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.

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.

Agile CRM Integrations
Agile CRM Alternatives

Looking for the Agile CRM Alternatives? Here is the list of top Agile CRM Alternatives

  • Zoho CRM Zoho CRM
  • Salesforce Salesforce
  • HubSpot CRM HubSpot CRM
  • Alore CRM Alore CRM

Best ways to Integrate Daylite + Agile CRM

  • Daylite Agile CRM

    Daylite + Agile CRM

    Add Score to Contact in Agile CRM when New Person is created in Daylite Read More...
    Close
    When this happens...
    Daylite New Person
     
    Then do this...
    Agile CRM Add Score to Contact
  • Daylite Agile CRM

    Daylite + Agile CRM

    Add Event in Agile CRM when New Person is created in Daylite Read More...
    Close
    When this happens...
    Daylite New Person
     
    Then do this...
    Agile CRM Add Event
  • Daylite Agile CRM

    Daylite + Agile CRM

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

    Daylite + Agile CRM

    Create or Update Contact to Agile CRM from New Person in Daylite Read More...
    Close
    When this happens...
    Daylite New Person
     
    Then do this...
    Agile CRM Create or Update Contact
  • Daylite Agile CRM

    Daylite + Agile CRM

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

    Daylite + {{item.actionAppName}}

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

It's easy to connect Daylite + Agile CRM 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.

  • 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.

    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

  • 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.

How Daylite & Agile CRM Integrations Work

  1. Step 1: Choose Daylite 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 Agile CRM 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 Daylite to Agile CRM.

    (2 minutes)

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

Integration of Daylite and Agile CRM

You have been asked to write a paper about the integration of Daylite and Agile CRM. First, you will be required to write an introduction for the article. In this paragraph, you should state what is Daylite and what is Agile CRM. Also, explain how both of these software applications can be integrated together. The introduction will act as the first paragraph in your article. It should be between two and three paragraphs in length.

The body of your article will require you to describe why it is beneficial to integrate Daylite and Agile CRM into one application. Begin by explaining how the integration will help users deal with their daily tasks. You may also want to mention the benefits of integrating information from both systems into one application. It is also important to include any relevant examples of clients who have used Daylite and Agile CRM together. Use this section of your article to explain how these two applications work together and the benefits that result from the integration.

In the conclusion of your article, you should summarize the most significant points discussed in your paper. Restate the main points that you made about why it is beneficial to integrate Daylite and Agile CRM into one application. Provide an example of how each application would benefit from being integrated. Finally, you should mention any additional benefits that users would receive from using Daylite and Agile CRM together.

It is important that you include at least three sources of information in your article. These may include books, journals, schparly articles or websites. Make sure to reference each source in your article with parenthetical citations. After completing your research, create a Works Cited page that lists all of your sources. The Works Cited page should appear after the last page of your article and should be double-spaced.

The process to integrate Daylite and Agile CRM 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.