integrations | automations | workflows
let's get you on the #worksmart path!
#worksmart
series
Daylite + Slack integration
Keep your team in the loop on Project or Opportunity activity
by integrating Daylite with Slack!
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
new Daylite Person categorized as Lead
create lead qualification Tasks, and when Person categorized as Qualified create an Opportunity
Daylite + Mailchimp integration
Integrate Mailchimp subscribers
with Daylite!
Daylite + online scheduling integration
Stop trading emails back and forth with your clients
when they want to schedule an appointment with you!
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
an Opportunity's status changes to Won
automatically triggers a new Project
when a new Salesforce Opportunity is created
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
Daylite + Trello integration
Send Tasks to your clients and non-Daylite team members
by integrating Daylite with Trello!
Freshdesk Tickets + Salesforce Cases integration
When a new Freshdesk Ticket is created,
create a Salesforce Case for the Contact
