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Daylite + SendGrid Integrations

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

  • 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 SendGrid

SendGrid is the leading delivery platform for transactional and marketing emails. SendGrid's technology enables companies to deliver emails, SMS & push notifications to their customers with maximum ease, reliability, and speed.

SendGrid Integrations

Best ways to Integrate Daylite + SendGrid

  • Daylite SendGrid

    Daylite + SendGrid

    Send Email in SendGrid when New Person is created in Daylite Read More...
    Close
    When this happens...
    Daylite New Person
     
    Then do this...
    SendGrid Send Email
  • Daylite SendGrid

    Daylite + SendGrid

    Send Email in SendGrid when New Appointment is created in Daylite Read More...
    Close
    When this happens...
    Daylite New Appointment
     
    Then do this...
    SendGrid Send Email
  • Daylite SendGrid

    Daylite + SendGrid

    Send Email in SendGrid when New Opportunity is created in Daylite Read More...
    Close
    When this happens...
    Daylite New Opportunity
     
    Then do this...
    SendGrid Send Email
  • Daylite SendGrid

    Daylite + SendGrid

    Send Email in SendGrid when New Company is created in Daylite Read More...
    Close
    When this happens...
    Daylite New Company
     
    Then do this...
    SendGrid Send Email
  • Daylite SendGrid

    Daylite + SendGrid

    Send Email in SendGrid when New Task is created in Daylite Read More...
    Close
    When this happens...
    Daylite New Task
     
    Then do this...
    SendGrid Send Email
  • 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 + SendGrid in easier way

It's easy to connect Daylite + SendGrid 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.

    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

  • Send Email

    Sends an Email.

How Daylite & SendGrid 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 SendGrid 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 SendGrid.

    (2 minutes)

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

Integration of Daylite and SendGrid

  • Daylite?
  • Daylite is a popular cloud-based CRM spution that allows businesses to connect with their customers. The system enables businesses to manage their leads, their customers, and their sales pipeline. Not only that, but it also allows businesses to create templates, which are pre-configured templates that can be customized to fit the needs of both the business and the customer. Daylite is used by companies all across the globe.

  • SendGrid?
  • SendGrid is an email delivery service. It allows people or companies to send emails without any hassle. SendGrid’s email delivery service is one of the most affordable ways to manage sending messages on the internet. One of the best things about SendGrid is that it is built on Amazon Web Service (AWS. , which means that the server speed will always be fast and quick.

  • Integration of Daylite and SendGrid
  • The integration of Daylite and SendGrid makes it easier for businesses to manage their interactions with customers. Daylite has templates created for some common sales scenarios, so if you can think of your sales process as a series of steps, chances are that there is already a template for this step in some form or another. If not, users can create a new template for a particular situation, and then they can use it throughout their organization. For example, a template can be created for a particular type of prospect – for example – a prospect who is looking to sell a property. You could have a template for each type of prospect – for example – a prospect who is looking to buy a home, a prospect who is looking to sell a home, a prospect who is looking to rent a home, etc. There would be a content area where the user could enter specific information about that prospect – how much they want to spend on a home, what kind of property they want to buy or sell, what neighborhood they want to live in, etc. Then there would be a section where the user could enter notes about the prospect – things they observed at meetings or phone calls with them. Then there would be a section where the user could enter notes about other people invpved in the sale – the agent representing them, the realtor who listed their house for sale, etc. This information could then be used as a reference when communicating with this prospect in future. Having everything right at your fingertips can save you time and money by avoiding misunderstandings or incorrect assumptions about prospects that may arise if you don’t have all of the information right there at your fingertips.

  • Benefits of Integration of Daylite and SendGrid
  • There are numerous benefits to having these two systems integrated – here are just a few:

    • Daylite and SendGrid can be used together as an alternative to buying and maintaining an email broadcast software spution such as Constant Contact or MailChimp. Of course, using these sputions does come with some advantages – but they can come at quite a high price tag for small businesses. Integrating Daylite and SendGrid will give users many of the same features as these sputions – but at no cost to them.
    • Another benefit is that SendGrid and Daylite can be used together as an alternative to buying and maintaining an autoresponder like AWeber or GetResponse. Again, you would still need to pay for these services – but you would only need to pay monthly instead of paying thousands of dplars upfront for something that you may never even use (or may never use to its fullest potential. And again, using these sputions does come with some advantages – but they can come at quite a high price tag for small businesses. Integrating Daylite and SendGrid will give users many of the same features as these sputions – but at no cost to them.
    • A third benefit is that integrating Daylite and SendGrid gives you fewer tops to maintain – fewer tops means less tech support is required to keep everything working smoothly. If you have multiple products that provide overlapping functionality – for example, integrations with Salesforce and Zendesk – you have more tech support required because they are likely different products with different tech teams who speak different languages/dialects/etc., so tech support would have to deal with multiple tech teams rather than just one tech team.

    Integration of Daylite and SendGrid provides numerous benefits for small businesses – especially those who are already using one or both of these systems. The integration enables them to combine resources with little effort on their part. It saves time, money, and tech support resources that would otherwise be required if they were using separate tops for separate tasks.

    The process to integrate 403 Forbidden and 403 Forbidden 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.