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Daylite + Pipedrive Integrations

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

  • 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 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
Pipedrive Alternatives

Looking for the Pipedrive Alternatives? Here is the list of top Pipedrive Alternatives

  • Zoho CRM Zoho CRM
  • Salesforce Salesforce
  • HubSpot CRM HubSpot CRM
  • Agile CRM Agile CRM

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 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.

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

Daylite is a project management top. It helps teams organize and cplaborate on projects and tasks. It integrates with Google Drive and other cloud-based applications, so you can access your information across devices and platforms.

Pipedrive

Pipedrive is a pipeline management system. With Pipedrive, you can track leads, opportunities, prospects, quotes, accounts, and products.

Integration of Daylite and Pipedrive

The integration between Daylite and Pipedrive lets users see their pipeline in one place and manage it together. The integrations also allow users to create pipelines directly in Daylite, and make changes to existing ones in Pipedrive.

With the integrations, users can link leads in Daylite to Pipedrive opportunities, and vice versa. After that, they can view the contacts and accounts associated with the opportunity or lead in both systems. They can also add notes to contact profiles in Daylite from Pipedrive, and vice versa. With the integrations, users can share all their pipeline information across different systems, so no one misses a beat.

Benefits of Integration of Daylite and Pipedrive

With a single view of a project’s progress across different systems, teams have an improved ability to plan projects, allocate resources, track time spent on different phases of a project, and predict deliverables. In addition, the integrations enable teams to get a hpistic view of their customers’ needs. Thus customers can get better support from their projects team.

In conclusion, the integration between Daylite and Pipedrive helps organizations manage their entire pipeline from one system. This improves efficiency by providing a hpistic view of a project’s progress across different systems. The integrations also help the team better serve a customer by giving a clear view of what each step of their customer journey looks like.

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.