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Daylite + Pendo Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Daylite

Daylite is quite a popular business productivity app that helps you focus more on doing what you love. This app ensures that you stay on top of the minds of your customers, prospects, and vendors while meeting deadlines in every aspect of your business.

About Pendo

Pendo is a product-analytics app that helps software companies develop products that cater to customer needs. With Pendo, your product teams can collect feedback, measure NPS, onboard users, customer journey, and announce new features in apps. Using these product data, product teams can make more informed decisions.

Pendo Integrations

Best ways to Integrate Daylite + Pendo

  • Daylite Daylite

    Pendo + Daylite

    Create Opportunity for Person to Daylite from New Visitor in Pendo Read More...
    Close
    When this happens...
    Daylite New Visitor
     
    Then do this...
    Daylite Create Opportunity for Person
  • Daylite Daylite

    Pendo + Daylite

    Update Task in Daylite when New Visitor is created in Pendo Read More...
    Close
    When this happens...
    Daylite New Visitor
     
    Then do this...
    Daylite Update Task
  • Daylite Daylite

    Pendo + Daylite

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

    Pendo + Daylite

    Create Task to Daylite from New Visitor in Pendo Read More...
    Close
    When this happens...
    Daylite New Visitor
     
    Then do this...
    Daylite Create Task
  • Daylite Daylite

    Pendo + Daylite

    Create Appointment to Daylite from New Visitor in Pendo Read More...
    Close
    When this happens...
    Daylite New Visitor
     
    Then do this...
    Daylite Create Appointment
  • 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 + Pendo in easier way

It's easy to connect Daylite + Pendo 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 Visitor

    Trigger when new visitor visit.

  • New Visitor From Report

    Trigger when a new visitor added in the report.

    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

How Daylite & Pendo 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 Pendo 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 Pendo.

    (2 minutes)

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

Integration of Daylite and Pendo

Daylite Daylite is a web-based project management and CRM top. It offers cloud-based and works on any device and is available in multiple languages. It is used to manage projects and contacts and is easy to use. Daylite has multiple features such as:

Time Tracking. It allows users to track time for each project and task.

Task Management. It allows users to create tasks, track their progress, add assignees, add tags, attach files, etc.

Email Integration. Users can manage their email through this software which makes it easier to manage their emails.

Calendar Synchronization. Users can sync their calendar with the application. This makes it easier for them to manage their schedule.

Contact Management. Users can easily store their contact information in the application. It has built-in integrations with Google contacts, Outlook, Salesforce, etc.

Gmail Integration. It has an integration with Gmail to access all your existing emails directly from the software dashboard. You can check your emails from the inbox of your account.

Customizable Dashboard & Reporting Tops. Daylite has an easy to use dashboard which allows users to get notifications for important events, projects, tasks, etc., by adding them to the dashboard. It also allows users to customize the dashboard according to their preferences. The reporting tops are also customizable which enables users to get reports based on specific fields or parameters.

Daylite has an easy to use dashboard which allows users to get notifications for important events, projects, tasks, etc., by adding them to the dashboard. It also allows users to customize the dashboard according to their preferences. The reporting tops are also customizable which enables users to get reports based on specific fields or parameters. Time Tracking. It has an integrated time tracking feature which allows users to track their time for each project or task assigned to them. They can log in when they begin working on the project and when they end working on it. This helps in monitoring their progress in completing tasks assigned to them in a given time frame.

It has an integrated time tracking feature which allows users to track their time for each project or task assigned to them. They can log in when they begin working on the project and when they end working on it. This helps in monitoring their progress in completing tasks assigned to them in a given time frame. Task Management. Users can create tasks for themselves or other team members, track progress of tasks assigned to them, add assignees, add tags, attach files, etc., in an easy way through this software.

Users can create tasks for themselves or other team members, track progress of tasks assigned to them, add assignees, add tags, attach files, etc., in an easy way through this software. Email Integration. Users can manage their emails directly from the software dashboard without having to switch between programs. They can monitor their email inboxes directly from one place without having to open separate email clients like Google Chrome or Microsoft Outlook. This makes it easier for them to manage their emails and respond promptly.

Users can manage their emails directly from the software dashboard without having to switch between programs. They can monitor their email inboxes directly from one place without having to open separate email clients like Google Chrome or Microsoft Outlook. This makes it easier for them to manage their emails and respond promptly. Calendar Sync. Users can sync their calendars with Daylite and view their schedules directly from the software dashboard without having to open separate applications like Microsoft Outlook, Google Calendar, etc. It has integrations with Google Calendar, Outlook, Salesforce etc., so users can sync their calendars easily through this software.

Users can sync their calendars with Daylite and view their schedules directly from the software dashboard without having to open separate applications like Microsoft Outlook, Google Calendar, etc. It has integrations with Google Calendar, Outlook, Salesforce etc., so users can sync their calendars easily through this software. Contact Management. Users can easily store their contact information in this software with the help of which they can connect with customers quickly and provide better customer service experiences.

Users can easily store their contact information in this software with the help of which they can connect with customers quickly and provide better customer service experiences. Gmail Integration. It has an integration with Gmail which enables users to access all of their emails directly from the software dashboard without having to open separate email clients like Microsoft Outlook or Google Chrome separately. Users can check their emails from the inbox of their account without having to log into email clients separately every time they want to check their emails.

Pendo Pendo is a SaaS product analytics top that tracks user behavior within the application itself. The built-in analytics give insights into what is happening inside of an application so that it becomes easier for application owners to understand what users are doing inside of their applications so that they can improve them more efficiently. Pendo has several features such as:

User Behavior Analytics. It records user activity within an application for later review so that application owners can learn more about how users are using their applications so that they can improve different areas of the application accordingly based on what they find out about how users are interacting with them at present.

It records user activity within an application for later review so that application owners can learn more about how users are using their applications so that they can improve different areas of the application accordingly based on what they find out about how users are interacting with them at present. Marketing Automation. This feature enables business owners to take actions based on user activity within an application such as sending out targeted ads based on user demographics or sending out targeted notifications based on user activity within an application such as getting a notification about a new order once a customer has placed it if the order was placed through a mobile device and not a desktop computer etc., This enables businesses to automate marketing activities and save time and money which would otherwise be spent on manually sending out marketing communications instead of automatically sending out marketing communications based on user activity within an application as well as based on user demographics such as age group, gender, etc., which reduces human error as well as costs related to manual marketing activities such as designing ads or sending out marketing communications manually etc.,

This feature enables business owners to take actions based on user activity within an application such as sending out targeted ads based on user demographics or sending out targeted notifications based on user activity within an application such as getting a notification about a new order once a customer has placed it if the order was placed through a mobile device and not a desktop computer etc., Defect Tracking. The defect tracking feature means that you don’t have to go back and forth between your project management top and your CRM top if you need to report bugs or defects that you found during testing or after you have launched your application because you will be able to report those defects directly from within your Pendo account itself which will save you time and effort as well as streamline your workflow process because you won’t have to keep switching between two different tops whenever you need to report a defect or a bug which you find while you are testing your application or after you have launched your application but rather you will be able to do it all from within one single top – Pendo – instead of switching between different tops whenever you need to report a defect or a bug as well as it will allow you to track the status of those defects or bugs at all times too which will enable you to know exactly where those defects or bugs stand at any point in time so that you know whether those defects have been respved successfully or whether those defects still exist or whether those defects have been partially respved but not completely respved yet etc., This will help you save time and effort because otherwise you would have had to keep going back and forth between two different tops – one being your project management top and the other being your CRM top – whenever you want to report defects or bugs that you find while testing your application or after your application has launched etc., This will help you streamline your workflow process because you won’t have to keep switching between two different tops whenever you need to report a defect or a bug which you find while you are testing your application or after you have launched your application but rather you will be able to do it all from within one single top – Pendo – instead of switching between different tops whenever you need to report a defect or a bug as well as it will allow you to track the status of those defects or bugs at all times too which will enable you to know exactly where those defects or bugs stand at any point in time so that you know whether those defects have been respved successfully or whether those defects still exist or whether those defects have been partially respved but not completely respved yet etc., This will help you save time and effort because otherwise you would have had to

The process to integrate Daylite and Pendo 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.