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Freshsales + Daylite Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Freshsales

Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.

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 Freshsales + Daylite

  • Freshsales Daylite

    Freshsales + Daylite

    Create Opportunity for Person to Daylite from New Deal in Freshsales Read More...
    Close
    When this happens...
    Freshsales New Deal
     
    Then do this...
    Daylite Create Opportunity for Person
  • Freshsales Daylite

    Freshsales + Daylite

    Update Task in Daylite when New Deal is created in Freshsales Read More...
    Close
    When this happens...
    Freshsales New Deal
     
    Then do this...
    Daylite Update Task
  • Freshsales Daylite

    Freshsales + Daylite

    Update Appointment in Daylite when New Deal is created in Freshsales Read More...
    Close
    When this happens...
    Freshsales New Deal
     
    Then do this...
    Daylite Update Appointment
  • Freshsales Daylite

    Freshsales + Daylite

    Create Task to Daylite from New Deal in Freshsales Read More...
    Close
    When this happens...
    Freshsales New Deal
     
    Then do this...
    Daylite Create Task
  • Freshsales Daylite

    Freshsales + Daylite

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

    Freshsales + {{item.actionAppName}}

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

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

    Triggers
  • New Contact

    Triggers when a new contact is created.

  • New Deal

    Triggers when a new deal is created.

  • New Lead

    Triggers when a new lead is created.

  • 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 Lead

    Creates a new lead.

  • Update Lead

    Updates an existing lead.

  • 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

How Freshsales & Daylite Integrations Work

  1. Step 1: Choose Freshsales 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 Freshsales to Daylite.

    (2 minutes)

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