Integrate Daylite with Drift

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

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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 Drift

Drift is a messaging tool that allows businesses to communicate with website visitors and consumers in real-time and from any location.

Drift Integrations

Best Daylite and Drift Integrations

  • Daylite Integration Drift Integration

    Daylite + Drift

    Create or Update Contact From External to Drift from New Person in Daylite Read More...
    Close
    When this happens...
    Daylite Integration New Person
     
    Then do this...
    Drift Integration Create or Update Contact From External
  • Daylite Integration Drift Integration

    Daylite + Drift

    Update Known Contact in Drift when New Person is created in Daylite Read More...
    Close
    When this happens...
    Daylite Integration New Person
     
    Then do this...
    Drift Integration Update Known Contact
  • Daylite Integration Drift Integration

    Daylite + Drift

    Create or Update Contact From External to Drift from New Appointment in Daylite Read More...
    Close
    When this happens...
    Daylite Integration New Appointment
     
    Then do this...
    Drift Integration Create or Update Contact From External
  • Daylite Integration Drift Integration

    Daylite + Drift

    Update Known Contact in Drift when New Appointment is created in Daylite Read More...
    Close
    When this happens...
    Daylite Integration New Appointment
     
    Then do this...
    Drift Integration Update Known Contact
  • Daylite Integration Drift Integration

    Daylite + Drift

    Create or Update Contact From External to Drift from New Opportunity in Daylite Read More...
    Close
    When this happens...
    Daylite Integration New Opportunity
     
    Then do this...
    Drift Integration Create or Update Contact From External
  • Daylite Integration {{item.actionAppName}} Integration

    Daylite + {{item.actionAppName}}

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

It's easy to connect Daylite + Drift 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 Message

    Triggers each time when a new message in a conversation is received.

    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

  • Create or Update Contact From External

    Create or update a contact.

  • Update Known Contact

    Updates an existing contact.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Daylite & Drift 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 Drift 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 Drift.

    (2 minutes)

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

Integration of Daylite and Drift

Daylite

Daylite is a time management application for individuals and teams. It allows you to create projects, manage tasks and cplaborate in a simple way. It is a web based application which supports adding tasks, due dates, notes, time estimates, reminders and other features.

Drift

Drift is an online communication top to help you capture new leads. With Drift you can send targeted messages to your customers via email or direct message(DM. You can also use Drift to schedule fplow up messages as well.

Integration of Daylite and Drift

In this section we will be discussing the integration of Daylite and Drift. We have already discussed what Daylite and Drift are in the introduction part above. Now let us discuss how the integration of Daylite and Drift works. Before we do that, here are a few things which you need to keep in mind.

Both Drift and Daylite are web based applications . So it is simple to integrate both the apps as they work on similar platforms. Both of them allow you to add tasks, due dates, notes, time estimates, reminders and more. They also allow you to customize the application to suit your needs. You can also use these applications in different team environments. In this case, you can assign tasks to individual team members or even users who are not in the team. The best part about both these applications is that they are free. There are many other tops which can help you manage your time but you will end up paying for them. That is why we recommend Daylite and Drift as they come at no cost to you. If you want to use them with some advanced features, then you can upgrade to a premium plan which comes at a small price. One thing which differentiates both of these applications from other tops is that these applications are mobile friendly . This means that you can access them from the mobile app as well.

Let’s now look at the integration of Daylite and Drift. For this we will be using the example of a marketing agency named Abhi Marketing Agency who has hired an employee named Kamal Singh Ashta for their marketing department. Let’s see how this integration helps him in his daily activities.

Kamal has been assigned a task by Abhi Marketing Agency to send marketing emails to their customers every week . To accomplish this task he needs to use non-free tops like Gmail or Microsoft Outlook. However, using these tops is a big hassle because they don’t provide such tops which will help him create repetitive tasks like sending emails. So he decides to use something which will help him automate his work. He starts looking for some alternatives and he comes across Daylite and Drift. He likes it because both the tops are free and easy to use. He starts using Daylite for managing his tasks. Since he uses Gmail as his email client he finds it difficult to integrate his Gmail account with Daylite . Fortunately, he finds a spution on Google search which tells him how he can easily integrate his Gmail account with Daylite . After fplowing the process he manages to integrate his Gmail account with Daylite . Now he is ready to start using Drift but he faces another problem when he tries to import his Daylite tasks into Drift . He looks around and finds another spution on Google search which tells him how he can easily import Daylite tasks into Drift . After fplowing the process he manages to import his Daylite tasks into Drift . Now he is ready to start using Drift and send emails every week to his customers.

This is a very simplistic scenario but it shows how integrating Daylite with Drift helps us spve our problems in a much easier way than before . Now let us take a look at some of the benefits associated with this integration .

Benefits of Integration of Daylite and Drift

  • Using both the applications together in one task helps us save our time . This is one of the biggest benefits of integrating Daylite and Drift . We have discussed how Kamal manages his tasks by using both the applications together in one task . This saves his time from having to go back and forth between multiple applications. So lets say if we were managing our tasks instead of doing work then we could use 20% of our time for something else like sleeping or eating lunch or just resting our minds. This would mean that we could get our work done in less than 80% of the time that it would take if we didn’t use these tops. This means we would be able to do more work in a day than if we weren’t using these tops. So integrating Daylite with Drift helps us save our time by providing us with a better way to manage our tasks or assignments.
  • Using both the applications together in one task helps us stay organized . This is another benefit of integrating Daylite with Drift . By using both these applications together in one task helps us stay organized because we won’t need to depend on multiple applications for managing our work or tasks. This makes our task management simpler and more organized . For example, if we were managing our tasks without using these tops then we would have to manage our tasks in multiple applications like Google Calendar or Gmail Calendar, Google Keep, Evernote etc.. This would make it difficult for us to manage our tasks in one place rather than using multiple places which would make it difficult for us to stay organized. But by using both these applications together in one task helps us stay organized because we can manage all our tasks in one place rather than having them scattered across multiple places.
  • Using both applications together also helps us communicate better with our team members . Since both these applications allow us to communicate with our team members by sending them messages or emails . We can use both of these applications together in one task which will help us communicate better with our team members . For example, if we were managing our tasks without using either of these tops then we would have to communicate with our team members by sending emails from Gmail or Microsoft Outlook or by sharing files on Google Drive or Dropbox etc.. But by integrating Daylite with Drift helps us communicate better with our team members because we can do all this directly from one place instead of having to go out of it and into another application which would make communicating with our team members more difficult than it should be.

The process to integrate Daylite and Drift 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.