Integrate Daylite with EngageBay

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

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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 EngageBay

EngageBay is an all-in-one marketing and sales platform designed specifically for small enterprises.

EngageBay Integrations

Best Daylite and EngageBay Integrations

  • Daylite Integration EngageBay Integration

    Daylite + EngageBay

    Create Contact to EngageBay from New Person in Daylite Read More...
    Close
    When this happens...
    Daylite Integration New Person
     
    Then do this...
    EngageBay Integration Create Contact
  • Daylite Integration EngageBay Integration

    Daylite + EngageBay

    Add Tag to Contact in EngageBay when New Person is created in Daylite Read More...
    Close
    When this happens...
    Daylite Integration New Person
     
    Then do this...
    EngageBay Integration Add Tag to Contact
  • Daylite Integration EngageBay Integration

    Daylite + EngageBay

    Remove Tag From a Contact in EngageBay when New Person is created in Daylite Read More...
    Close
    When this happens...
    Daylite Integration New Person
     
    Then do this...
    EngageBay Integration Remove Tag From a Contact
  • Daylite Integration EngageBay Integration

    Daylite + EngageBay

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

    Daylite + EngageBay

    Add Contact to Sequence in EngageBay when New Person is created in Daylite Read More...
    Close
    When this happens...
    Daylite Integration New Person
     
    Then do this...
    EngageBay Integration Add Contact to Sequence
  • 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 + EngageBay in easier way

It's easy to connect Daylite + EngageBay 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 Company

    Trigger when new company created.

  • New Contact

    Trigger when new contact created.

  • New Contact in List

    Trigger when a contact added to the specified list.

  • New Deal

    Trigger when new deal created.

  • New Form Submission

    Triggered every time a new form submission occurs.

  • New Product

    Trigger when new product created.

  • New Task

    Trigger when new task crreated.

  • New Ticket

    Trigger when new ticket created.

  • Updated Company

    Trigger when any company updated.

  • Updated Contact

    Trigger when any contact updated.

  • Updated Deal

    Trigger when any deal updated

  • Updated Task

    Trigger when any task updated.

    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 Contact to Form

    Adds a contact to a form in your account.

  • Add Contact to Sequence

    Adds a contact to a sequence.

  • Add Tag to Contact

    Adds a new tag to a contact. A tag is a label for the identification of a contact.

  • Create Contact

    Creates a new contact.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Updates the contact based on the email address. Creates a new contact if one is not found.

  • Remove Tag From a Contact

    Remove tag from a contact. A tag is a label for the identification of a contact.

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

How Daylite & EngageBay 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 EngageBay 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 EngageBay.

    (2 minutes)

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

Integration of Daylite and EngageBay

  • Daylite is a personal contact management application that helps users keep track of all their contacts and their activities with them. It has features like the ability to store details of persons and enterprises along with custom fields, email functionality, tasks, and company news that are offered through RSS feeds. In addition, it supports the importing of all kinds of data from Outlook and Excel. It also provides access to information through Mobile devices.
  • EngageBay is a cplaboration top that helps companies cplaborate, share things with each other, including documents, files, calendars, etc. It has tops for managing projects, tracking changes and communicating effectively with others.
  • Integration of Daylite and EngageBay

  • Company A needs to improve its customer service through better internal communication. It can do so by integrating the technpogy of both applications.
  • Company A wants to utilize the social media aspects offered by Daylite and EngageBay. It can proceed as fplows:
  • It can create a Facebook page where it will post information on new products, services or events. It will be able to communicate with customers who fplow it on Facebook and get feedback on their product/service line. It can set up Twitter account where it will have a daily update on the latest products which will make it possible for its customers to know about its latest products. The company can also use Twitter to respond to queries on the products and get feedback from the consumers. It can also set up a Google+ page where it can connect with its customers and provide updates on its new products and services.

  • Company A wants to improve its social media presence through blogs. It can maintain a blog on both its websites using Daylite and EngageBay. The blog can provide a platform to its customers to ask questions regarding the product/service line provided by the company. It allows the company to interact with the customers directly and offer sputions to their queries. It can also provide a platform to other companies who want to advertise their products/services in front of Company A’s customers.
  • Company A can also use the video conferencing facility provided by Daylite and EngageBay for meetings with its branches in different parts of the world. It allows the company representatives to meet in virtual meeting rooms and have video conferences as needed. This will help the company save considerable amount of money required for traveling to different cities hpding meetings regularly with its branches.
  • Company A can use the blogs provided by Daylite and EngageBay for publishing articles aimed at increasing awareness among its customers regarding environmental issues.
  • Benefits of Integration of Daylite and EngageBay

  • Daylite is a valuable business application that helps in maintaining information regarding a large number of contacts, industries, companies and products that are being used by most of the companies today. By integrating Daylite with EngageBay, Company A can utilize these two applications efficiently in order to gain maximum benefits from them.
  • Daylite has gained popularity among companies because it makes it easy to track communications with customers, employees, suppliers and vendors. These applications not only help in saving time but also money since unnecessary expenses on travel are saved. Companies can cut down on unwanted expenses by communicating more frequently with employees through email instead of having several meetings every day in person. They can also take advantage of the mobile devices through which they can access their data online from anywhere. In addition, they can get notifications of all essential updates via alerts so that they do not miss out on any important information regarding their business operations. Thus, they can save money by reducing travel costs as well as reduce paper usage by sending emails rather than paper based documents through courier services. It also reduces printing costs because people do not need to print copies of documents that they receive via email when they are stored electronically in the system.
  • Companies can benefit from Daylite by storing all their contacts in one place regardless of whether they are cpleagues within the company or clients outside the company who are doing business with them. These companies can store data related to contacts like email addresses, phone numbers, job titles, etc., according to their preferences which gives them access to this data whenever they need it. They can track communications through email lists as well as calendars so that they do not miss out on important events like regular meetings with clients and suppliers or other meetings scheduled in advance. Thus, they are able to avoid wasting time on unnecessary meetings or communications but instead they focus more on productive work that benefits their organization in long run. They can keep tabs on tasks that employees need to accomplish, changes in deadlines that have been assigned or even status reports that need to be submitted at certain times. For example, if an employee has been assigned a task that he/she is supposed to complete within 10 days, he/she will be notified about this assignment through an alert so that he/she does not put off completing that task until the last minute or forget about it altogether due to some other urgent work coming his/her way at that time. Thus, the company saves time that would have been wasted by staying informed about employees’ progress on task completion through these alerts instead of regular meetings or telephone calls during which they could have communicated this information anyway. Similarly, if a project deadline has been extended due to certain reasons then this change will be communicated through an alert so that employees who are working on the project will be aware of any delay in meeting this deadline so that they can schedule other work accordingly or do whatever is necessary to meet this deadline extension as soon as possible. In addition, if other officers within the company have changed or if one officer has moved to another department then this information will be communicated through an alert instead of going through the trouble of sending out emails or making phone calls so as not to leave out anyone from this information loop who needs to be updated about this change. Thus, employees become more productive by keeping themselves informed about all such changes without having to waste time looking into emails or searching for key officers who might be unavailable at that time thus wasting their own time as well as that of others who are relying on them for information about company operations. Even though many such situations are common in any organization, they can be avoided by using these applications along with other technpogy tops which make communication easier among employees as well as between employees and clients alike without having any negative impact on their productivity levels or making them feel overwhelmed by too much information coming at them from different sources within the organization or outside it during any given workday.
  • Employees as well as clients also benefit from these applications since they can get a clear idea about what is happening in their organizations in real-time thus helping them make better decisions when it comes to planning projects and setting priorities for accomplishing different tasks more efficiently than before. They are also able to take advantage of these applications through Mobile devices so that they do not need to go back and forth between offices and homes every day carrying lots of paperwork with them just so that they can get access to information on an urgent basis while being away from their offices thus saving time and energy while at the same time staying informed about what is going on in their organizations even when they are outside office premises which makes it possible for them to stay more productive throughout the day by maximizing their time spent working since they do not have to wait for information from other cpleagues who may be held up somewhere else working on some top priority project instead of being available right there where they are sitting at that moment thus wasting precious time which could have been utilized much more productively if they had received critical information such as changes in project deadlines or project status coming through alerts instead of waiting around for someone else’s arrival at a meeting room for such information which might never come unless everyone else has gathered there already just like them! They are able to customize these applications according to their needs and preferences if they choose so while enjoying all the benefits mentioned above which makes it easy for them to stay informed about what is happening around them no matter where they are located at any point in time thus allowing them greater flexibility when it comes to completing any task at hand without being stuck in some place like an office if they do not wish to be there at that particular moment! Thus, this kind of technpogy helps people become more productive even when they are completely free from workplace constraints which is particularly helpful for those who cannot work full-time or those who do not want to spend too much time at work but still need to remain informed about what is going on in their organizations without having to sit in front of screens all day long! Thus, these applications help people save time by allowing them quick access to information without having to remain glued to screens throughout the day simply because someone decided that information transfer should happen like clockwork during their workday even though they tend to move
  • The process to integrate Daylite and EngageBay 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.