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.
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 IntegrationsSharpSpring + Daylite
Create Opportunity for Person to Daylite from New Account in SharpSpring Read More...SharpSpring + Daylite
Update Task in Daylite when New Account is created in SharpSpring Read More...SharpSpring + Daylite
Update Appointment in Daylite when New Account is created in SharpSpring Read More...SharpSpring + Daylite
Create Appointment to Daylite from New Account in SharpSpring Read More...It's easy to connect SharpSpring + Daylite without coding knowledge. Start creating your own business flow.
A new Account is created in SharpSpring.
When a lead has been created in sharpspring.
A new Opportunity is created in SharpSpring.
Triggers when a new appointment is updated in Daylite.
Triggers when a new company is updated in Daylite.
Triggers when a Daylite form is updated.
Triggers when a new appointment is created in Daylite.
Triggers when a new company is created in Daylite.
Triggers when a new form is created in Daylite.
Triggers when a new note is created in Daylite.
Triggers when a new opportunity is created in Daylite.
Triggers when a new person is created in Daylite.
Triggers when a new project is created in Daylite.
Triggers when a new task is created in Daylite.
Triggers when a new opportunity is updated in Daylite.
Triggers when a new person is updated in Daylite.
Triggers when a new project is updated in Daylite.
Triggers when a new task is updated in Daylite.
Triggers when a new note is updated in Daylite.
Create an Account in SharpSpring.
Create a new Campaign in SharpSpring.
Create a Lead in SharpSpring.
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".
Update a Lead in SharpSpring.
Update a opportunity
Creates a new appointment.
Creates a new company.
Creates a new Note.
Creates a new Opportunity.
Creates a new opportunity associated with a person or company.
Creates a new person and optionally an associated company.
Creates a new Project.
Creates a new task.
Modifies an appointment.
Modifies a company
Modifies an opportunity.
Modifies a person.
Modifies a project.
Modifies a task
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
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 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 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.
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.
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.