Integrating Freshsales with Daylite by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Freshsales and Daylite
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Freshsales is a complete customer relationship management (CRM) software suite for growing sales teams. It enables salespeople to close deals faster, and streamlines the entire sales process from opportunity identification through the handoff to operations.
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.
Integrations for DayliteIt's easy to connect Freshsales + Daylite without coding knowledge. Start creating your own business flow.
- Triggers
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New ContactTriggers when a new contact is created.
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New Deal
Triggers when a new deal is created.
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New Lead
Triggers when a new lead is created.
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Appointment UpdatedTriggers 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.
- Actions
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Create Lead
Creates a new lead.
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Update Lead
Updates an existing lead.
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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 Freshsales & Daylite Integrations Work
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Step 1: Choose Freshsales as a trigger app and authenticate it on Appy Pie Automate.
(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 Freshsales to Daylite.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.