Integrate Daylite with Freshsales

Name: Appy Pie Connect
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Appy Pie Connect allows you to automate multiple workflows between Daylite and Freshsales

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Daylite Integrations

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 Freshsales

Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.

Daylite + Freshsales Quick Connects

Want to explore Daylite + Freshsales quick connects for faster integration? Here’s our list of the best Daylite + Freshsales quick connects.

Explore quick connects

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Connect Daylite + Freshsales in easier way

It's easy to connect Daylite + Freshsales 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 Contact

Triggers when a new contact is created.
New Deal

Triggers when a new deal is created.
New Lead

Triggers when a new lead 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
Create Lead

Creates a new lead.
Update Lead

Updates an existing lead.

How Daylite & Freshsales Integrations Work

Step 1: Choose Daylite as a trigger app and authenticate it on Appy Pie Connect.

(30 seconds)
Step 2: Select "Trigger" from the Triggers List.

(10 seconds)
Step 3: Pick Freshsales as an action app and authenticate.

(30 seconds)
Step 4: Select a resulting action from the Action List.

(10 seconds)
Step 5: Select the data you want to send from Daylite to Freshsales.

(2 minutes)
Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Daylite and Freshsales

Daylite

Daylite is a CRM software that is used for sales automation. It is an easy to use and efficient top for small and large businesses. It provides a place to keep track of communication, tasks, and projects.

Freshsales

Freshsales is a CRM software that is used for sales automation. It is an easy to use and efficient top for small and large businesses. It provides a place to keep track of communication, tasks, and projects.

Integration of Daylite and Freshsales

Freshsales and Daylite integrate with each other very well. The integration gives users the ability to note events and reminders in Freshsales or Daylite and then have those same events show up in both systems. In addition to this, all changes made in one system will automatically sync with the other. This makes it easy to make changes quickly and efficiently.

Benefits of Integration of Daylite and Freshsales

The integration of Daylite and Freshsales has many positive benefits. One benefit is that users can use Freshsales and Daylite simultaneously. They do not have to switch between the two systems because they are integrated. Another benefit is that users can get real-time updates on their tasks without having to look at the other system manually. Another benefit is that the integration saves time and allows for more focus on other tasks that either system could not handle alone.

Overall, Freshsales and Daylite integrate very well together. All changes made in one system are automatically reflected in the other system as well. This makes it easier for users to work on multiple projects at once or even separately.

The process to integrate Daylite and Freshsales 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.