Integrate SharpSpring with Daylite
Appy Pie Connect allows you to automate multiple workflows between SharpSpring and Daylite
- No code
- No Credit Card
- Lightning Fast Setup
SharpSpring is a cost-effective marketing solution for small businesses and marketing firms. It aids organizations in generating more leads, converting those leads into sales, and maximizing their marketing ROI.
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 IntegrationsBest SharpSpring and Daylite Integrations
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SharpSpring + Daylite
Create Opportunity for Person to Daylite from New Account in SharpSpring Read More...When this happens...
New Account
Then do this...
Create Opportunity for Person
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SharpSpring + Daylite
Update Task in Daylite when New Account is created in SharpSpring Read More...When this happens...
New Account
Then do this...
Update Task
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SharpSpring + Daylite
Update Appointment in Daylite when New Account is created in SharpSpring Read More...When this happens...
New Account
Then do this...
Update Appointment
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When this happens...
New Account
Then do this...
Create Task
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SharpSpring + Daylite
Create Appointment to Daylite from New Account in SharpSpring Read More...When this happens...
New Account
Then do this...
Create Appointment
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect SharpSpring + Daylite without coding knowledge. Start creating your own business flow.
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New Account
A new Account is created in SharpSpring.
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New Lead
When a lead has been created in sharpspring.
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New Opportunity
A new Opportunity is created in SharpSpring.
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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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Create Account
Create an Account in SharpSpring.
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Create Campaign
Create a new Campaign in SharpSpring.
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Create Lead
Create a Lead in SharpSpring.
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Create Opportunity
Create Opportunity in SharpSpring. You can optionally create a campaign and account with the opportunity by specifying a "new associated campaign" or a "new associated account".
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Update Lead
Update a Lead in SharpSpring.
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Update Opportunity
Update a opportunity
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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
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How SharpSpring & Daylite Integrations Work
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Step 1: Choose SharpSpring 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 SharpSpring 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 SharpSpring and Daylite
SharpSpring
Daylite
Integration of SharpSpring and Daylite
Benefits of Integration of SharpSpring and Daylite
Thesis Statement. The integration of SharpSpring and Daylite will increase the efficiency of sales team, make the sales team more organized, and help them manage their leads.
SharpSpring
SharpSpring is a CRM software that allows users to track customer information, campaign information, email templates, and much more. It can be used to create automated drip campaigns, manage databases, and track customer information. It has integrations with many applications, including MailChimp, Salesforce, Marketo, Zendesk, Hubspot, Shopify, etc. It is especially useful for small businesses because it is easy to use and has all features necessary to manage contacts, leads, customers, campaigns, and tasks.
Daylite
Daylite is an online team management top that allows users to cplaborate on projects. It has many features that are useful for sales teams, including project management tops, contact manager, document management system, email integration, task management, reminders, scheduling, and much more. It works best for medium-sized companies that need to organize their sales team activities.
Integration of SharpSpring and Daylite
Adding SharpSpring to Daylite enables users to connect their leads to Daylite accounts. This feature enables users to track leads in Daylite and update leads in SharpSpring by updating leads in Daylite. This integration also adds fields from SharpSpring to Daylite so that users can see updated data in both applications. Because this integration provides updated information about leads in both applications, users can fplow up with leads in both applications. For example, if a user receives an updated lead in SharpSpring by updating the contact in Daylite, the updated lead record will appear in SharpSpring so that the user can send an updated email template to the lead. The updated email template will be visible in both SharpSpring and Daylite so that the user can send it to contacts regardless of the application they are using. Furthermore, if the user changes the status of the lead in SharpSpring or updates a field in SharpSpring by updating a field in Daylite, the new status or field would be updated in both applications as well. In addition to those benefits, this integration makes it easier for users to keep track of leads without having to switch between two applications.
Benefits of Integration of SharpSpring and Daylite
The integration of SharpSpring and Daylite gives users a lot of benefits compared with using only one application to manage leads. For example, this integration allows users to access lead details from both applications without having to log into different applications. In addition to that benefit, users can schedule tasks from Daylite and update leads from SharpSpring by updating leads from Daylite without having to login to either application. Furthermore, if a user schedules a task from Daylite and the task is due today, the user will receive a reminder from Daylite when he/she logs into either applications. In most cases, reminders from Daylite will remind users what they have scheduled for today. If a task is due today and a user missed it because he/she forgot about it or was busy with other tasks, the user can look at the task from Daylite instead of going back to SharpSpring and looking at it there. Also, if a user updates a lead in SharpSpring by updating a lead in Daylite and changes the status of the lead from “prospect” to “assigned” or “won” or “lost” or “known” or “unsubscribed” or “subscribed” or “pending” or “bounced” or “deleted” or “re-subscribed” or “won” or “unsubscribe” or “subscribed” then the new status will be updated in both applications as well as all related notes and tasks. Moreover, if a user updates a lead in SharpSpring by updating a lead in Daylite and changes the name of the company from ABC Inc Inc to XYZ Inc Inc then the new name will be updated in both applications as well as all related notes and tasks. Additionally, if a user updates a lead in SharpSpring by updating a lead in Daylite and changes the phone number from (555. 555-5555 then the new phone number will be updated in both applications as well as all related notes and tasks. Similarly, if a user updates a lead in SharpSpring by updating a lead in Daylite and changes the website from www.abcincinc.com then the new website will be updated in both applications as well as all related notes and tasks. Finally, if a user updates a lead in SharpSpring by updating a lead in Daylite and changes the address from 12345 5th St., Miami Beach FL then the new address will be updated in both applications as well as all related notes and tasks.
The process to integrate SharpSpring 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.
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