Integrate Pendo with Daylite

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About Pendo

Pendo is a product-analytics app that helps software companies develop products that cater to customer needs. With Pendo, your product teams can collect feedback, measure NPS, onboard users, customer journey, and announce new features in apps. Using these product data, product teams can make more informed decisions.

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.

Want to explore Pendo + Daylite quick connects for faster integration? Here’s our list of the best Pendo + Daylite quick connects.

Explore quick connects
Connect Pendo + Daylite in easier way

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

  • Triggers
  • New Visitor

    Trigger when new visitor visit.

  • New Visitor From Report

    Trigger when a new visitor added in the report.

  • 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

How Pendo & Daylite Integrations Work

  1. Step 1: Choose Pendo 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 Pendo to Daylite.

    (2 minutes)

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

Integration of Pendo and Daylite

Pendo

Pendo is a cloud-based product analytics top. It focuses on customer retention and engagement by providing a mechanism to track user behavior and identify opportunities for improvement.

Pendo provides a comprehensive product analytics capability that combines customer interaction, usage, and performance data with activity from online communities, social media, and third-party systems. This information can be used to understand how customers use products, where they have issues using products, and what new features they want.

Pendo provides a dashboard of customer data that can be segmented by various criteria such as industry, geography, and product. The dashboard can be used to answer questions such as:

Which industries and product areas are the most active

What features do customers use most often

Where do customers use your product

What reasons drive customers to leave your product

Pendo also provides a number of analysis tops such as:

Custom dashboards that separate the data into multiple views.

that separate the data into multiple views. Single-page analysis that allows users to explore data with simple visualizations.

that allows users to explore data with simple visualizations. A funnel analysis that shows how users move through a sequence of actions in the product.

that shows how users move through a sequence of actions in the product. Custom reports and charts that allow users to create an unlimited number of custom reports and charts based on their specific needs.

Daylite

Daylite is a web-based application that allows users to easily capture, organize, and access information about their contacts. It organizes contact information into contact records and stores these records in an intuitive format. Daylite allows users to manage their contacts from one place and helps them ensure that they communicate with customers at appropriate times. It also offers sharing features that allow users to cplaborate with other members of their organization. Daylite supports many different types of files including documents, images, PDFs, audio recordings, videos, presentations, and spreadsheets. It integrates with other products such as Google Drive, Dropbox, Box, OneDrive, Evernote, Salesforce, MailChimp, Appy Pie Connect, Office 365 Outlook, Gmail, Apple Mail, and many more. Daylite offers secure chat capabilities so users can communicate with other members of their organization directly from the app. The app also offers offline access so users can access their contact records even when they are not connected to the Internet. Daylite can also be connected with other apps to create workflows that automate the process of fplowing up with contacts over time. The app comes with a variety of pre-built workflows that help users get started quickly. These workflows include task management activities such as assigning tasks to others or forwarding notes to team members for review before sending them off to contacts. Daylite also has an integrated email composer that allows users to send emails directly from within the app. The app supports Office 365 email addresses via Microsoft’s Outlook Add-in. Daylite has an out-of-office feature that allows users to set automatic responses when they are not available to receive calls or emails. The app also has a click-to-call feature that allows users to call contacts directly from the app when it is easier than sending an email or instant message. As mentioned above, Daylite integrates with other apps so opportunities can be identified across multiple channels. For example, if the marketing team knows which prospects are most likely to convert but sales teams do not know whom they should contact first in order to convert these prospects, the marketing team can create campaigns targeting these prospects in order to generate leads for sales teams. When sales teams receive leads in this way, they can use Daylite to prioritize which prospects they will contact next based on which ones are most likely to convert. The app also integrates with many third-party products including Google Analytics, Salesforce CRM, HubSpot Marketing Automation software (Marketo), Marketo Marketing Automation software (Hubspot), HubSpot Sales software (Marketplace), Zendesk Support Desk, Nimble WebHelp Desk Software, Zoho CRM Software (Zoho Campaign), Zoho Projects Project Management Software (Zoho CRM), Zoho Invoice (Zoho Books), Google Forms Form Creator (Zoho Docs), Google Sheets Spreadsheet (Zoho Docs), Zoho Recruit Recruitment Software (Zoho CRM. and many others. In addition to integrations with third-party products, Daylite has plugins for WordPress and Drupal so it can be used to manage contacts from these sites as well. In addition to all of these features, Daylite offers a number of security features including two-factor authentication and Secure Socket Layer (SSL. encryption between servers and applications. Daylite is a free application that has some premium features that can be purchased on a subscription basis. Many of these premium features are included in the free version but some require payment in order to unlock their full functionality. Pricing varies based on how many contacts a user has and what level of support is required by the organization. In addition, there is a wide variety of extra features available for purchase including plugins for WordPress websites and Drupal websites.

Integration of Pendo and Daylite

Pendo is a cloud-based product analytics top. It focuses on customer retention and engagement by providing a mechanism to track user behavior and identify opportunities for improvement. Pendo provides a comprehensive product analytics capability that combines customer interaction, usage, and performance data with activity from online communities, social media, and third-party systems. This information can be used to understand how customers use products, where they have issues using products, and what new features they want. Pendo provides a dashboard of customer data that can be segmented by various criteria such as industry, geography, and product. The dashboard can be used to answer questions such as. Which industries and product areas are the most active What features do customers use most often Where do customers use your product What reasons drive customers to leave your product Pendo also provides a number of analysis tops such as. Custom dashboards that separate the data into multiple views Single-page analysis that allows users to explore data with simple visualizations A funnel analysis that shows how users move through a sequence of actions in the product Custom reports and charts that allow users to create an unlimited number of custom reports and charts based on their specific needs. Daylite is a web-based application that allows users to easily capture, organize, and access information about their contacts. It organizes contact information into contact records and stores these records in an intuitive format. Daylite allows users to manage their contacts from one place and helps them ensure that they communicate with customers at appropriate times. It also offers sharing features that allow users to cplaborate with other members of their organization. Daylite supports many different types of files including documents, images, PDFs, audio recordings, videos, presentations, and spreadsheets. It integrates with other products such as Google Drive , Dropbox , Box , OneDrive , Evernote , Salesforce , MailChimp , Appy Pie Connect , Office 365 Outlook , Gmail , Apple Mail , and many more . Daylite offers secure chat capabilities so users can communicate with other members of their organization directly from the app . The app also offers offline access so users can access their contact records even when they are not connected to the Internet . Daylite can also be connected with other apps to create workflows that automate the process of fplowing up with contacts over time . The app comes with a variety of pre - built workflows that help users get started quickly . These workflows include task management activities such as assigning tasks to others or forwarding notes to team members for review before sending them off to contacts . Daylite also has an integrated email composer that allows users to send emails directly from within the app . The app supports Office 365 email addresses via Microsoft ' s Outlook Add - in . Daylite has an out - of - office feature that allows users to set automatic responses when they are not available to receive calls or emails . The app also has a click - to - call feature that allows users to call contacts directly from the app when it is easier than sending an email or instant message . As mentioned above , Daylite integrates with other apps so opportunities can be identified across multiple channels . For example , if the marketing team knows which prospects are most likely to convert but sales teams do not know whom they should contact first in order to convert these prospects , the marketing team can create campaigns targeting these prospects in order to generate leads for sales teams . When sales teams receive leads in this way , they can use Daylite to prioritize which prospects they will contact next based on which ones are most likely to convert . The app also integrates with many third -

The process to integrate Pendo 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on March 29,2023 02:06 pm