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Integrate Daylite with Salesforce

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

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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 Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

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Best ways to Integrate Daylite + Salesforce

  • Daylite Integration Salesforce Integration

    Daylite + Salesforce

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

    Daylite + Salesforce

    Create Custom Object to Salesforce from New Person in Daylite Read More...
    Close
    When this happens...
    Daylite Integration New Person
     
    Then do this...
    Salesforce Integration Create Custom Object
  • Daylite Integration Salesforce Integration

    Daylite + Salesforce

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

    Daylite + Salesforce

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

    Daylite + Salesforce

    Update Custom Object in Salesforce when New Person is created in Daylite Read More...
    Close
    When this happens...
    Daylite Integration New Person
     
    Then do this...
    Salesforce Integration Update Custom Object
  • Daylite Integration {{item.actionAppName}} Integration

    Daylite + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Daylite + Salesforce in easier way

It's easy to connect Daylite + Salesforce 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 Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) 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 Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

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

How Daylite & Salesforce 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 Salesforce 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 Salesforce.

    (2 minutes)

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

Integration of Daylite and Salesforce

Daylite

Daylite is a web-based top that enables users to keep track of contacts and account information, learn about services and products, and initiate tasks and projects. It helps you manage the relationships with your customers and prospects. The focus of Daylite is on managing contacts and relationship data. You can organize and maintain contact information and related files and documents in Daylite and then access those documents from various other programs such as Microsoft Word, Excel, Outlook, Salesforce, and Google Apps. Daylite also acts as a central repository for all your customer-related data which you can access from anywhere using any device.

Salesforce

Salesforce is a software-as-a-service (SaaS. company providing enterprise cloud computing for sales and marketing departments. Salesforce offers customer relationship management (CRM. and other business applications including custom apps and analytics software. The company’s platform consists of Force.com (for application development), Heroku (for cloud application deployment), Force.com App Cloud (for consumer mobile apps), Chatter (social network), Communities (enterprise social networking), SalesforceIQ (for data analytics), and Lightning (a framework for building multitenant mobile apps.

Integration of Daylite and Salesforce

Salesforce also has a plan called Sales Cloud, which includes a number of business applications, including Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Community Cloud, App Cloud, Data Cloud, and Einstein which are integrated with Daylite to create a seamless experience. It is a combination of different integrated technpogies that enable an organization to run smoothly from a single dashboard. You can view the complete list of features at https://www.salesforce.com/us/developer/features/.

Benefits of Integration of Daylite and Salesforce

It allows easy sharing of information between the two systems without navigating the two individual dashboards. It also eliminates the need for redundant data entry by enabling to create a contact once in Daylite and then access it from Salesforce. It reduces the overall time taken to manage clients by automating repetitive tasks associated with it. It allows automatic syncing of updates between Daylite and Salesforce. It also gives access to preformatted templates from Salesforce if the user wishes to create a new record or update an existing one from there. It also allows to schedule recurring items directly from the record which has been created in Daylite. It allows cplaboration between users from different locations because both systems are accessible from anywhere via internet on any device. It also allows users to see which customers are working on what task or project at any given time.

The integration of Daylite with Salesforce proves to be beneficial for both customers as well as businesses. Organizations can now provide better services with less errors. They can deliver more value to customers by reducing response times by having real-time visibility into customer accounts.

The process to integrate Daylite and Salesforce 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.