Integrate Daylite with Salesmate.io

Appy Pie Connect allows you to automate multiple workflows between Daylite and Salesmate.io

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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 Salesmate.io

Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.

Salesmate.io Integrations

Best Daylite and Salesmate.io Integrations

  • Daylite Integration Salesmate.io Integration

    Daylite + Salesmate.io

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

    Daylite + Salesmate.io

    Create Company to Salesmateio from New Person in Daylite Read More...
    Close
    When this happens...
    Daylite Integration New Person
     
    Then do this...
    Salesmate.io Integration Create Company
  • Daylite Integration Salesmate.io Integration

    Daylite + Salesmate.io

    Create Deal to Salesmateio from New Person in Daylite Read More...
    Close
    When this happens...
    Daylite Integration New Person
     
    Then do this...
    Salesmate.io Integration Create Deal
  • Daylite Integration Salesmate.io Integration

    Daylite + Salesmate.io

    Create Activity to Salesmateio from New Person in Daylite Read More...
    Close
    When this happens...
    Daylite Integration New Person
     
    Then do this...
    Salesmate.io Integration Create Activity
  • Daylite Integration Salesmate.io Integration

    Daylite + Salesmate.io

    Update Contact in Salesmateio when New Person is created in Daylite Read More...
    Close
    When this happens...
    Daylite Integration New Person
     
    Then do this...
    Salesmate.io Integration Update Contact
  • 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 + Salesmate.io in easier way

It's easy to connect Daylite + Salesmate.io 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 Activity

    Triggers when a new activity is created.

  • New Company

    Triggers when a New Company is created.

  • New Contact

    Triggers when a New Contact is created.

  • New Deal

    Triggers when a new Deal is created.

    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 Company

    Creates a new company.

  • Create Contact

    Creates a New Contact

  • Create Deal

    Creates a new deals.

  • Update Activity

    Updates an existing activity.

  • Update Company

    Updates an existing company.

  • Update Contact

    Updates an existing contact.

  • Update Deal

    Updating an existing deal.

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

How Daylite & Salesmate.io 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 Salesmate.io 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 Salesmate.io.

    (2 minutes)

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

Integration of Daylite and Salesmate.io

How should we start our article

Daylite and Salesmate.io are two software programs that help companies manage their sales process. Daylite is a cloud based CRM (Customer Relationship management. and Salesmate.io is a web based CRM. Both of these software programs allow users to create and organize contacts, make notes, set reminders, view projections and work on projects and tasks. They both also enable users to easily cplaborate and share information with cpleagues and clients. Salesmate.io is a more advanced and adaptable program than Daylite.

What should we include in the body of our article

The integration of the two software programs, Daylite and Salesmate.io, allows users to access their contacts with greater ease. The Daylite system supports the Salesmate.io program by providing contact, task, project and activity information to be used in Salesmate.io. The Salesmate.io system integrates email, calendar, contact data and other information into one interface. It combines with this information to produce accurate reports about upcoming activities, deadlines, meetings and calls with clients. The integration of these software programs is beneficial because it makes it easier for users to find important information about their contacts through various interfaces that combine information from both systems under one roof. Users can then easily access all their contacts in Daylite at any time in Salesmate.io.

What should we include in our conclusion

The integration of Daylite and Salesmate.io benefits small businesses in many ways. The integration of these two systems makes it easier for users to organize their business activities by organizing tasks, contacts and projects into one system that they can access from anywhere in the world through an internet connection. This integration also helps companies save money because they will not need to invest in multiple pieces of software that do essentially the same thing when they can just use one program that does everything they need it to do. It will also make it easier for small businesses to stay organized because the Daylite system will aid them by providing information for them to use in Salesmate.io instantly whenever they need it. The integration of these two software programs is beneficial to small businesses because it saves them time, money and effort while improving their productivity.

Related Essays

The process to integrate Daylite and Salesmate.io 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.