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#worksmart

series

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Daylite Lead

Qualification automation

Automate functions within Daylite itself!
Let's use Zapier to speed up your workflow
and cut down on the double data entry
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new Daylite Person categorized as Lead

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create lead qualification Tasks, and when Person categorized as Qualified create an Opportunity

Daylite + online scheduling integration

Stop trading emails back and forth with your clients

when they want to schedule an appointment with you!

Daylite + Zoom integration

Not quite ready for a full online scheduling solution?

 

Let's do a simpler automation...

this one automatically schedules Zoom Meetings

when a new Daylite Appointment is created!

Daylite + Slack integration

Keep your team in the loop on Project or Opportunity activity 
by integrating Daylite with Slack!
 

Daylite + Mailchimp integration

Integrate Mailchimp subscribers
with Daylite!

Daylite Opportunity + Project automation

Automate functions within Daylite itself!
Let's use Zapier to speed up your workflow
and cut down on the double data entry
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an Opportunity's status changes to Won

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automatically triggers a new Project

Daylite Task Focus

Automation

Stay focused on the Task and get it done

by alternating work intervals with restorative breaks

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when a new Salesforce Opportunity is created

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create a Daylite Opportunity for the Salesforce Account [ie Company] in Daylite

Salesforce Opportunity + Daylite Opportunity

integration

When a new Salesforce Opportunity is created,
create a Daylite Opportunity for the Account
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