Slack Integration
Use Slack in Daylite
Exclusively for Mac, iPhone & iPad
Slack Integration
Use Slack in Daylite
Exclusively for Mac, iPhone & iPad
![CRM-Daylite-Mac-Slack-Integration CRM Daylite Mac Slack Integration.png](https://iosxpert.biz/wp-content/uploads/2021/01/CRM_Daylite-Mac-Slack-Integration.png)
Team Chat in Daylite
Our integration brings together the Slack user interface and Daylite. Jump from a team chat in Slack to Daylite projects, opportunities, and contacts.
![CRM-Daylite-Mac-Slack-Team-Chat-in-Daylite CRM Daylite Mac Slack Team Chat in Daylite.png](https://iosxpert.biz/wp-content/uploads/2021/01/CRM-Daylite-Mac-Slack-Team-Chat-in-Daylite.png)
Internal communication on projects and customers
Collaborate with colleagues and exchange information on customer and project datasets. With one click, you can create a project or customer-related slack channel.
![CRM-Daylite-Mac-Slack-Chat-Projekt-Kunde-Extern CRM Daylite Mac Slack Chat Projekt Kunde Extern.png](https://iosxpert.biz/wp-content/uploads/2021/01/CRM-Daylite-Mac-Slack-Chat-Projekt-Kunde-Extern.png)
Involve customers and partners in projects
Invite external partners into a Slack conversation, which will directly link to a project or customer record.
Benefit from the combination of internal & external communication
A good CRM System allows you to track all customer communication, but the knowledge exchanged internally about a customer or project is equally as important.
Our Daylite Slack integration combines both external and internal communication. Create a designated slack channel for each object and communicate with external clients and team members; all internal information is directly saved on the customer record.
Most important features
- Slack window in Daylite: With a Slack window in Daylite, you no longer have to jump back and forth between the two apps
- Slack Reminders: Integrated into Daylite memories, you can receive new message notifications within Daylite
- Slack widgets: Slack’s widget view allows you to access full chat history in a dedicated area in Daylite. This is available for contacts, projects, and opportunities.
- Daylite Links in Slack: Create Daylite links in Slack. With one link click, you will land directly on the right Daylite object
- Multiple Slack workspaces: Work with any number of workspaces in Daylite
Integrations:
Related topics:
Â
Experience Daylite and the Plugins live
Book our Online-Webcasts
![iOSXpert-CRM-Daylite-webcast_plugins](https://iosxpert.biz/wp-content/uploads/2020/06/iOSXpert-CRM-Daylite-webcast_plugins.png)
Learn more
This function belongs to the section: Build & Nurture Relationships.
Blog Entries | Build & Nurture Relationships
Connect LinkedIn directly with Daylite – your wish becomes reality!
Creating a Daylite contact from LinkedIn - for a long time, this feature has been one of the most requested functionalities of our Daylite...
Brand new: iOSXpert Mail Integration for Outlook and Missive
If we were to ask you what one of the most important functions in Daylite would be, your answer is guaranteed to be: the mail integration in...
4 exciting new plugin features you should get to know
Role grouping - More insight and easier linking If you link a lot of people to a company, opportunity or project, the amount of people can quickly...