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Daylite + Customerly Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 Customerly

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

Customerly Integrations

Best ways to Integrate Daylite + Customerly

  • Daylite Customerly

    Daylite + Customerly

    Create or Update Lead to Customerly from New Person in Daylite Read More...
    Close
    When this happens...
    Daylite New Person
     
    Then do this...
    Customerly Create or Update Lead
  • Daylite Customerly

    Daylite + Customerly

    Create or Update User to Customerly from New Person in Daylite Read More...
    Close
    When this happens...
    Daylite New Person
     
    Then do this...
    Customerly Create or Update User
  • Daylite Customerly

    Daylite + Customerly

    Add User Tag in Customerly when New Person is created in Daylite Read More...
    Close
    When this happens...
    Daylite New Person
     
    Then do this...
    Customerly Add User Tag
  • Daylite Customerly

    Daylite + Customerly

    Create or Update Lead to Customerly from New Appointment in Daylite Read More...
    Close
    When this happens...
    Daylite New Appointment
     
    Then do this...
    Customerly Create or Update Lead
  • Daylite Customerly

    Daylite + Customerly

    Create or Update User to Customerly from New Appointment in Daylite Read More...
    Close
    When this happens...
    Daylite New Appointment
     
    Then do this...
    Customerly Create or Update User
  • 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 + Customerly in easier way

It's easy to connect Daylite + Customerly 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 Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user 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

  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

How Daylite & Customerly 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 Customerly 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 Customerly .

    (2 minutes)

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

Integration of Daylite and Customerly

  • Daylite?
  • Daylite is a CRM spution developed by Rocket Software. It allows companies to manage all the customer data of the organization in one place. It enables businesses to manage their customers, leads, tasks, etc. A CRM can be helpful in increasing sales, productivity and also improving customer service.

  • Customerly ?
  • Customerly is an online customer relationship management software integrated with Daylite. It offers organizations all the required tops for effective customer engagement. Customerly helps in boosting the sales of the company, enhancing productivity of employees and also improving customer services by providing real-time insights about the customers.

  • Integration of Daylite and Customerly
  • Integration of Daylite and Customerly helps in increasing sales, productivity and improving customer service. Integration of both these applications helps in managing the customer data in one place. It is very helpful for small businesses which do not have dedicated resources for managing customers. Any changes made in Customerly are automatically updated in Daylite which helps in generating reports easily without any hassle.

  • Benefits of Integration of Daylite and Customerly
  • There are many benefits associated with the integration of Daylite and Customerly. The fplowing are some of them:

    The Salesforce1 mobile app seamlessly connects the Salesforce1 platform with Customerly for access to relevant customer data on the go. Salesforce1 provides access to the most recent updates about the customers, allowing users to quickly act on opportunities when they arise.

    Salesforce1 integrates with Customerly for simple data capture, giving merchants the ability to create new customer records in Salesforce1 directly from Customerly by clicking on “Create in Salesforce” instead of using an import top.

    Integration between Customerly and Salesforce1 gives merchants access to relevant customer data on the go, empowering users to quickly act on opportunities when they arise. Salesforce1 automatically updates Customerly with any changes made in Salesforce1 or through other standard integrations, enabling merchants to see any updates immediately in their contacts view in Customerly. In addition, Salesforce1 updates Customerly with any change made to a contact imported from another system into Salesforce1, such as a change to a contact’s email address from a purchase history from a loyalty program or a change to a contact’s last login date from a calendar entry or a support ticket from a previous interaction with a customer. Users can also choose to have Customerly update Salesforce1 with any changes made within Customerly regarding a lead or opportunity so that it appears in Salesforce1 as well.

    The process to integrate 403 Forbidden and 403 Forbidden 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.