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.
SugarCRM is a comprehensive customer relationship management product, from sales and marketing to service and support. It is used by companies of all sizes, across all industries.
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Triggers when a new appointment is updated in Daylite.
Triggers when a new company is updated in Daylite.
Triggers when a Daylite form is updated.
Triggers when a new appointment is created in Daylite.
Triggers when a new company is created in Daylite.
Triggers when a new form is created in Daylite.
Triggers when a new note is created in Daylite.
Triggers when a new opportunity is created in Daylite.
Triggers when a new person is created in Daylite.
Triggers when a new project is created in Daylite.
Triggers when a new task is created in Daylite.
Triggers when a new opportunity is updated in Daylite.
Triggers when a new person is updated in Daylite.
Triggers when a new project is updated in Daylite.
Triggers when a new task is updated in Daylite.
Triggers when a new note is updated in Daylite.
Triggers when you add a new case
Triggers when you add a new contact
Triggers when you add a new lead
Triggers when you add a new opportunity
Triggers when you add a new task
Triggers when you add a new user
Creates a new appointment.
Creates a new company.
Creates a new Note.
Creates a new Opportunity.
Creates a new opportunity associated with a person or company.
Creates a new person and optionally an associated company.
Creates a new Project.
Creates a new task.
Modifies an appointment.
Modifies a company
Modifies an opportunity.
Modifies a person.
Modifies a project.
Modifies a task
Create a new case
This article will discuss the advantages of integrating SugarCRM and Daylite. The first section will give a brief history of SugarCRM and Daylite, then an introduction into what SugarCRM is, what Daylite is, and how they are integrated together. The next sections will describe the benefits of integrating these two programs, along with some challenges that may be faced when integrating the two systems. Finally, the conclusion will summarize the article’s findings.
The integration of Daylite and SugarCRM can be done in one of two ways; either by simply importing your contact data into your SugarCRM database or by creating a custom connector that allows you to view your Daylite data directly within SugarCRM through a SOAP interface. Creating a custom connector is easier to do and also provides more functionality than simply importing your data. Because of this, we decided to create our own SOAP connector. This allows us to create and modify records in SugarCRM from within Daylite and vice versa. A few advantages of using a SOAP connector over simple import/export services include the ability to add custom fields to SugarCRM records, modify fields in SugarCRM directly from Daylite (e.g. add a case number to a record in SugarCRM), and update or delete records in both applications at the same time.
There are many benefits to integrating Daylite and SugarCRM together. Some of these benefits include:
There are some challenges encountered when integrating Daylite with SugarCRM 6 compared with SugarCRM 5. Some of these challenges include:
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