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Integrate Salesmate.io with Daylite

Appy Pie Connect allows you to automate multiple workflows between Salesmate.io and Daylite

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About Salesmate.io

Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.

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 Salesmate.io + Daylite

  • Salesmate.io Integration Daylite Integration

    Salesmate.io + Daylite

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

    Salesmate.io + Daylite

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

    Salesmate.io + Daylite

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

    Salesmate.io + Daylite

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

    Salesmate.io + Daylite

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

    Salesmate.io + {{item.actionAppName}}

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

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

    Triggers
  • New Activity

    Triggers when a new activity is created.

  • New Company

    Triggers when a New Company is created.

  • New Contact

    Triggers when a New Contact is created.

  • New Deal

    Triggers when a new Deal 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 Activity

    Creates a new activity.

  • Create Company

    Creates a new company.

  • Create Contact

    Creates a New Contact

  • Create Deal

    Creates a new deals.

  • Update Activity

    Updates an existing activity.

  • Update Company

    Updates an existing company.

  • Update Contact

    Updates an existing contact.

  • Update Deal

    Updating an existing deal.

  • 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 Salesmate.io & Daylite Integrations Work

  1. Step 1: Choose Salesmate.io 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 Salesmate.io to Daylite.

    (2 minutes)

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

Integration of Salesmate.io and Daylite

Salesmate.io

Salesmate.io is a unique sales automation application that helps sales teams to organize and record all activities in the sales process. Salesmate.io is an intuitive spution for sales managers that facilitates their work with sales representatives. It allows to keep track of all tasks and leads, to create reports and dashboards, to analyze sales results in real time, and much more.

Daylite

Daylite is a flexible CRM-system designed for small and medium-sized organizations. Its functionality includes sales automation, contact management, file storage, task management, project management, cplaboration tops, and many other features to get your business organized. Daylite offers both free and paid subscription plans. The free plan provides basic features such as contact management, task management, email tracking, and file storage. The paid plans include advanced features such as customer relationship management (CRM), project management, invoicing, payments, and more.

Integration of Salesmate.io and Daylite

With the help of Salesmate and Daylite integration you can view all contact information in the CRM system and create tasks in the CRM system from Salesmate.io. This option makes it easy to manage contacts, to add tasks or notes to them, and to carry out other actions in the CRM system from the Salesmate.io app. Also, you can add new leads from Salesmate.io to Daylite and add notes to them. The integration also allows creating tasks in Salesmate.io from Daylite and adding to them notes and other important information. You can also assign tasks and leads to other people in your organization and view full task history in Salesmate.io and Daylite. Finally, Salesmate users can launch any action in Daylite directly from the Salesmate app.

Benefits of Integration of Salesmate.io and Daylite

The main benefit of integrating Salesmate.io with Daylite is the ability to see the entire sales process in one place. You can use Salesmate to create tasks or notes about meetings with prospects, tasks for contacting customers, or tasks related to any other activity in the sales process. All important information about these activities is stored in Daylite so that you have everything in one place. Another benefit is the ability to launch any action in Daylite directly from the Salesmate app. Thus, you can quickly update the status of a lead or contact without switching between applications.

The process to integrate Salesmate.io 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.