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Daylite + Pipedrive Integrations

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

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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 Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

Pipedrive Integrations
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Best ways to Integrate Daylite + Pipedrive

  • Daylite Pipedrive

    Daylite + Pipedrive

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

    Daylite + Pipedrive

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

    Daylite + Pipedrive

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

    Daylite + Pipedrive

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

    Daylite + Pipedrive

    Create Note to Pipedrive from New Person in Daylite Read More...
    Close
    When this happens...
    Daylite New Person
     
    Then do this...
    Pipedrive Create Note
  • 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 + Pipedrive in easier way

It's easy to connect Daylite + Pipedrive 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.

  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Deal

    Triggers upon a updation in an existing deal.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact is 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

  • Create Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Person

    Updates an existing person.

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

How Daylite & Pipedrive 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 Pipedrive 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 Pipedrive.

    (2 minutes)

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

Integration of Daylite and Pipedrive

Daylite is a simple, easy to use, and powerful task management software that is designed for entrepreneurs and small businesses, who are looking for a better way to manage tasks and projects. Daylite offers users the ability to easily manage their to dos, contacts, notes, and appointments over the web or on their mobile devices. Daylite is an affordable and easy to use alternative to other task and project management software, such as Microsoft Project, Basecamp, or GanttProject. Daylite currently has three different versions. Daylite Personal, Daylite Business, and Daylite Enterprise.

Pipedrive is a sales management platform that helps salespeople track and manage their sales prospecting, fplow-up calls, emails and deals information. Pipedrive is used by companies of all sizes in more than 200 countries. Pipedrive was launched in 2009 by Timo Rein whose vision was to create a top that would help people be more productive by automating time consuming manual tasks.

  • Integration between Daylite and Pipedrive
  • Daylite is a simple task management software that offers users the ability to easily manage their to dos, contacts, notes, and appointments over the web or on their mobile devices. Daylite has three different versions. Daylite Personal, Daylite Business, and Daylite Enterprise. Pipedrive is a sales management platform that helps salespeople track and manage their sales prospecting, fplow-up calls, emails and deals information. Pipedrive is used by companies of all sizes in more than 200 countries.

    Daylite can integrate with multiple cloud applications through Zapier. By connecting Daylite with Zapier, users can send tasks from Daylite to any cloud application that accepts triggers. For example, users can create a Zapier trigger that will send new tasks created in Daylite to Google Calendar. With this integration, users will be able to add the task “Go grocery shopping” to their Google Calendar automatically. In addition, users will be able to send tasks from one Daylite account to another Daylite account. You can also use Zapier to send attachments from Daylite to Google Drive or Dropbox. Through this integration, users will be able to send attachments from Daylite Automation to Google Drive or Dropbox accounts without leaving the application. In addition, users will be able to save your Gmail messages from Gmail into a fpder in Daylite. This Zapier integration will save users time by allowing them to move quickly between Gmail and Google Tasks without having to open two separate applications. Other useful integrations include sending tasks from Daylite to Trello boards or sending tasks created in Trello boards back into Daylite.

  • Benefits of Integrating Daylite and Pipedrive
  • The benefits of integrating Daylite and Pipedrive include the ability to:

  • Move Faster Between Devices- Integrating both applications allows users to move faster between devices while they are taking care of their daily tasks. For example, if you want to add an item to your Google Calendar from your iPhone, you can do this simply by creating a task in Daylite. When you create a task in Daylite it will automatically be added to your Google Calendar through the integration with Zapier. You will not have to log into your Google account and add the date yourself or open another application like Google Calendar. If you have an email in Gmail that you want to save into a fpder in Daylite, you can do this without opening up Gmail again. These small time saving features make it easier for you to accomplish more throughout your day.
  • Integrate between products and services- Since both applications are cloud based and are compatible with Zapier, you can use Zapier as a bridge between the two applications so that you can integrate between them. Using this integration will allow you to work faster between two different applications and services that might not normally interact with each other. For example, if you want to schedule a meeting with someone on your calendar through your email, you can use Zapier to automatically add the appointment when you send an email through Gmail. Without this integration, you would have to go back and forth between Gmail and your calendar manually which would take more time than just clicking a few buttons on your computer or phone.
  • Save Time- Integrating both applications will save you time because it will allow you to automate some of your daily tasks. You will no longer have to waste time doing simple things such as adding tasks from an application like Daylite or creating tasks if you use both applications regularly. The time savings that you experience from using these integrated applications will allow you focus on more important issues such as growing your business or completing larger projects within a shorter period of time. You could use this saved time for more profitable endeavors such as travel or spending more time with family members if you choose not work on days off or during weekends like some people do every weekend!
  • The process to integrate Daylite and Pipedrive 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.