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.
MailChimp is all-in-one e-mail marketing platform that fits everything you need to know about your subscribers into one neat and organized place. Its powerful features and embeddable sign up forms help you build an engaged audience you can communicate with easily anywhere and anytime.MailChimp Integrations
Daylite + MailChimpSend Campaign in MailChimp when New Person is created in Daylite Read More...
Daylite + MailChimpUnsubscribe Email in MailChimp when New Person is created in Daylite Read More...
Daylite + MailChimpAdd Subscriber to Segment in MailChimp when New Person is created in Daylite Read More...
It's easy to connect Daylite + MailChimp without coding knowledge. Start creating your own business flow.
Triggers when a new appointment is updated in Daylite.
Triggers when a new company is updated in Daylite.
Triggers when a Daylite form is updated.
Triggers when a new appointment is created in Daylite.
Triggers when a new company is created in Daylite.
Triggers when a new form is created in Daylite.
Triggers when a new note is created in Daylite.
Triggers when a new opportunity is created in Daylite.
Triggers when a new person is created in Daylite.
Triggers when a new project is created in Daylite.
Triggers when a new task is created in Daylite.
Triggers when a new opportunity is updated in Daylite.
Triggers when a new person is updated in Daylite.
Triggers when a new project is updated in Daylite.
Triggers when a new task is updated in Daylite.
Triggers when a new note is updated in Daylite.
Triggers when a cleaned subscriber
Triggers when member click a link.
Triggers every time a new campaign is created or sent.
Triggers when a new list is added.
Triggers whenever a new subscriber is added to a list.
Triggers when a unsubscribe subscriber
Triggers whenever a subscriber is added or updated in a list.
Creates a new appointment.
Creates a new company.
Creates a new Note.
Creates a new Opportunity.
Creates a new opportunity associated with a person or company.
Creates a new person and optionally an associated company.
Creates a new Project.
Creates a new task.
Modifies an appointment.
Modifies a company
Modifies an opportunity.
Modifies a person.
Modifies a project.
Modifies a task
Adds a new note to an existing subscriber.
Add subscriber's email address to a static segment within a list. Note: the email address must already be subscribed to the list, or this will fail.
Add an email address to a tag within a list. Note: the email address must already be subscribed to the list, or this will fail.
Add a new subscriber to a list of your choice. (Note: This Connect can be used to update an existing subscriber too.)
Set up a campaign draft.
Sends a campaign draft.
Unsubscribe an email address from your selected list.
Daylite is a software product with features such as calendaring, time and billing tracking, and contact management. This software is used by consultants and service professionals to manage their jobs and schedules, generate invoices and reports, and stay organized. Daylite offers the ability to sync with many third-party applications such as Google Calendar, Microsoft Outlook, Salesforce, and others.
MailChimp is a marketing automation top that helps businesses create newsletters and manage their email lists. With MailChimp, business owners can design and send emails through a wide variety of devices and platforms such as the web, mobile phones, iPads, and more. MailChimp also allows users to build and manage their email lists and track email opens and click-throughs. MailChimp integrates with multiple third-party applications such as WordPress, Daylite, HubSpot, and more.
In order to integrate Daylite and MailChimp, users need to first set up their accounts in both systems. To begin this process, users must first enter the username and password of their Daylite account on the MailChimp login page. Next, users will be prompted to provide the hosting address of their Daylite website on the MailChimp settings page. Finally, users can send a test email from a contact in their Daylite account using the “Send a Test Email” link at the bottom of the screen under “Manage Lists.” This process is illustrated below:
Benefits of Integration of Daylite and MailChimp
An integration between Daylite and MailChimp greatly increases the functionality of each platform. In day-to-day use of Daylite, users can automatically create a contact record in MailChimp for every contact they add to their Daylite contacts list or calendar. Additionally, if a user adds a new contact through a pop-up window within a Daylite dashboard view, a new contact record will be created in MailChimp. When a contact has been added to a Daylite calendar event, the contact’s name will also appear in the email subject line. This way, when users send an email through MailChimp to their Daylite contacts, recipients will know who the email is about without even opening it. When sending out an email through MailChimp, users can select contacts from their Daylite contact list. If only one contact is selected, the message will be sent to just that person; however, if multiple contacts are selected then all recipients will receive the same email simultaneously. Furthermore, if no contacts are selected then all recipients will receive an email with no subject line or header information. This process is illustrated below:
By integrating Daylite with MailChimp, users can benefit from easier access to contacts through both platforms. Integrated users can select contacts directly from their Daylite contacts list when sending out emails through MailChimp. Integrating these two platforms also makes it easier for users to create new contacts in either system since they can use any method (i.e., adding a new contact in the calendar view or adding a new contact through a pop-up window. to create a contact record in one system that will be automatically generated into the other system.
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