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#worksmart

series

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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
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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!

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Zapier logo
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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

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