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Integrate EngageBay with Daylite

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

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About EngageBay

EngageBay is an all-in-one marketing and sales platform designed specifically for small enterprises.

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.

Daylite Integrations

Best ways to Integrate EngageBay + Daylite

  • EngageBay Integration Daylite Integration

    EngageBay + Daylite

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

    EngageBay + Daylite

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

    EngageBay + Daylite

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

    EngageBay + Daylite

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

    EngageBay + Daylite

    Create Appointment to Daylite from New Contact in EngageBay Read More...
    Close
    When this happens...
    EngageBay Integration New Contact
     
    Then do this...
    Daylite Integration Create Appointment
  • EngageBay Integration {{item.actionAppName}} Integration

    EngageBay + {{item.actionAppName}}

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

It's easy to connect EngageBay + Daylite without coding knowledge. Start creating your own business flow.

    Triggers
  • New Company

    Trigger when new company created.

  • New Contact

    Trigger when new contact created.

  • New Contact in List

    Trigger when a contact added to the specified list.

  • New Deal

    Trigger when new deal created.

  • New Form Submission

    Triggered every time a new form submission occurs.

  • New Product

    Trigger when new product created.

  • New Task

    Trigger when new task crreated.

  • New Ticket

    Trigger when new ticket created.

  • Updated Company

    Trigger when any company updated.

  • Updated Contact

    Trigger when any contact updated.

  • Updated Deal

    Trigger when any deal updated

  • Updated Task

    Trigger when any task updated.

  • 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
  • Add Contact to Form

    Adds a contact to a form in your account.

  • Add Contact to Sequence

    Adds a contact to a sequence.

  • Add Tag to Contact

    Adds a new tag to a contact. A tag is a label for the identification of a contact.

  • Create Contact

    Creates a new contact.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Updates the contact based on the email address. Creates a new contact if one is not found.

  • Remove Tag From a Contact

    Remove tag from a contact. A tag is a label for the identification of a contact.

  • 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

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

How EngageBay & Daylite Integrations Work

  1. Step 1: Choose EngageBay 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 Daylite 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 EngageBay to Daylite.

    (2 minutes)

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

Integration of EngageBay and Daylite

  • EngageBay?
  • EngageBay is a CRM (Customer Relationship Management. software that enables users to manage their customers. They can send emails, create contacts, and track their activities. Even though they are separate products, Daylite offers integration with EngageBay. This helps users to track customer activities on both Daylite and EngageBay. With this integration, you can know your prospects’ activities on Daylite and EngageBay simultaneously. For example, you can find out if your prospect is viewing your employee profiles on EngageBay.

  • Daylite?
  • Daylite is an online time tracking application that allows you to track time, manage projects, and optimize workflows. It integrates with various third-party apps. For example, it integrates with EngageBay for marketing purposes. Here’s how it works.

    When you start working on a project in Daylite, the app automatically creates a task for you in EngageBay. You can create tasks in EngageBay for each of your customers or prospects. This automation process helps you to have an overview of the tasks that are important for you.

  • Integration of EngageBay and Daylite
  • The integration of EngageBay and Daylite helps users to access their list of prospects from Daylite. They can then send emails or create tasks for each prospect. By using this integration, users can have an overview of the tasks based on the prospects they are dealing with. They can also use the Salesforce calendar to see what they have left to do for each prospect. Without the integration of Daylite and EngageBay, users would have to use multiple applications to manage their prospects and execute their tasks. This could be very complicated as there would be no central system to keep track of all their prospects and tasks.

  • Benefits of Integration of EngageBay and Daylite
  • With the integration of Daylite and EngageBay, users can streamline their workflow and make sure all their tasks are up-to-date and accurate. Since users can also see what their prospects are doing on both EngageBay and Daylite, they can easily fplow up with them and communicate with them whenever needed. The integration also makes it easier for users to track their daily tasks and achieve their targets because everything is centralized and integrated into one system.

    Integration between Daylite and EngageBay is essential for every company that wants to automate its workflow and increase productivity. With this integration, you can improve team cplaboration and communication by having a central dashboard where everyone can share information about the progress of the business and its clients/prospects. Thanks to this integration, users can be more efficient and productive than ever before.

    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.