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Daylite + Freshsales Integrations

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

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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 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.

Freshsales Integrations
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Best ways to Integrate Daylite + Freshsales

  • Daylite Freshsales

    Daylite + Freshsales

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

    Daylite + Freshsales

    Update Lead in Freshsales when New Person is created in Daylite Read More...
    Close
    When this happens...
    Daylite New Person
     
    Then do this...
    Freshsales Update Lead
  • Daylite Freshsales

    Daylite + Freshsales

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

    Daylite + Freshsales

    Update Lead in Freshsales when New Appointment is created in Daylite Read More...
    Close
    When this happens...
    Daylite New Appointment
     
    Then do this...
    Freshsales Update Lead
  • Daylite Freshsales

    Daylite + Freshsales

    Create Lead to Freshsales from New Opportunity in Daylite Read More...
    Close
    When this happens...
    Daylite New Opportunity
     
    Then do this...
    Freshsales Create Lead
  • 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 + 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.

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

How Daylite & Freshsales 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 Freshsales 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 Freshsales.

    (2 minutes)

  6. 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.