HubSpot CRM + Daylite Integrations
Appy Pie Connect allows you to automate multiple workflows between HubSpot CRM and Daylite
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Hubspot CRM is a customer relationship management system that helps teams with their marketing, sales, and customer care needs. With Hubspot CRM, you can track prospects, close deals, nurture leads, sell more, and deliver exceptional customer support.
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.
Daylite IntegrationsBest ways to Integrate HubSpot CRM + Daylite
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HubSpot CRM + Daylite
Create Opportunity for Person to Daylite from New Deal in HubSpot CRM Read More...When this happens...
New Deal
Then do this...
Create Opportunity for Person
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HubSpot CRM + Daylite
Update Task in Daylite when New Deal is created in HubSpot CRM Read More...When this happens...
New Deal
Then do this...
Update Task
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HubSpot CRM + Daylite
Update Appointment in Daylite when New Deal is created in HubSpot CRM Read More...When this happens...
New Deal
Then do this...
Update Appointment
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When this happens...
New Deal
Then do this...
Create Task
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When this happens...
New Deal
Then do this...
Create Appointment
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect HubSpot CRM + Daylite without coding knowledge. Start creating your own business flow.
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New Company
Triggers when a new company is created.
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New Contact
Triggered every time a new contact is created in HubSpot.
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New Contact Property Change
Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.
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New Deal
Triggers when a new deal is created.
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New Deal in Stage
Triggers when a new deal enters a stage.
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Appointment Updated
Triggers when a new appointment is updated in Daylite.
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Company Updated
Triggers when a new company is updated in Daylite.
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Form Updated
Triggers when a Daylite form is updated.
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New Appointment
Triggers when a new appointment is created in Daylite.
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New Company
Triggers when a new company is created in Daylite.
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New Form
Triggers when a new form is created in Daylite.
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New Note
Triggers when a new note is created in Daylite.
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New Opportunity
Triggers when a new opportunity is created in Daylite.
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New Person
Triggers when a new person is created in Daylite.
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New Project
Triggers when a new project is created in Daylite.
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New Task
Triggers when a new task is created in Daylite.
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Opportunity Updated
Triggers when a new opportunity is updated in Daylite.
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Person Updated
Triggers when a new person is updated in Daylite.
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Project Updated
Triggers when a new project is updated in Daylite.
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Task Updated
Triggers when a new task is updated in Daylite.
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Updated Note
Triggers when a new note is updated in Daylite.
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Associate Deal
Associates the deal with dealId with the contact.
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Create Company
Creates a new company.
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Create Deal
Creates a new deal.
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Create or Update Contact
Create a new contact or update an existing contact based on email address.
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Update Company
Updates an existing company.
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Update Deal
Updates an existing deal.
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Create Appointment
Creates a new appointment.
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Create Company
Creates a new company.
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Create Note
Creates a new Note.
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Create Opportunity
Creates a new Opportunity.
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Create Opportunity for Person
Creates a new opportunity associated with a person or company.
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Create Person
Creates a new person and optionally an associated company.
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Create Project
Creates a new Project.
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Create Task
Creates a new task.
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Update Appointment
Modifies an appointment.
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Update Company
Modifies a company
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Update Opportunity
Modifies an opportunity.
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Update Person
Modifies a person.
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Update Project
Modifies a project.
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Update Task
Modifies a task
How HubSpot CRM & Daylite Integrations Work
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Step 1: Choose HubSpot CRM as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Daylite as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from HubSpot CRM to Daylite.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of HubSpot CRM and Daylite
In today’s world, sales and marketing are the two most important departments of any company. They are also the two departments that work together to bring in new clients. In this article, I will be discussing the cplaboration of HubSpot CRM and Daylite. These two platforms help sales and marketing teams work more efficiently and make their lives easier.
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HubSpot CRM is a comprehensive sales and marketing software for small and mid-sized businesses. It is a cloud-based platform that helps marketers and salespeople work better. The CRM enables them to connect with potential clients, automate various processes, and track their activities over time.
On the other hand, Daylite is a CRM for small businesses that helps them organize their data with ease. Daylite is a native application that provides users with real-time insights into their business. It comes with a user-friendly interface and offers a wide range of features to help users boost their productivity. The platform lets users create tasks, schedule meetings, attach files, and assign tasks to others. It also allows them to view reports on the performance of the business.
The integration of these two tops helps users manage their contacts, activities, and calendars in one place. HubSpot CRM comes with an option called “Daylite Sync” that can be used to sync your HubSpot account with Daylite. This feature allows users to stay updated with the latest data in their day-to-day tasks.
- Allows users to view all the contacts they have shared with other team members or clients
- Users can get information about all the activities related to their contacts directly from Daylite
- Users can get notifications about their pending activities directly through Daylite itself instead of having to open multiple applications to find out what they need to do for each client
- Users can use the native day planner in Daylite to schedule meetings with clients directly from within the app
The process to integrate HubSpot CRM and Daylite 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.
