Daylite Integrations
Because even CRM systems need friends
Accounting & Billing
QuickBooks
See all billing information for your customers directly in Daylite. Open invoices created in QuickBooks directly from Daylite, or jump to the corresponding QuickBooks record with one click. Keep track of paid and unpaid invoices in Daylite. Import items and services from QuickBooks into Daylite.
Requirement: Plus Package
Documents
Google Sheets
Let external service providers update a phone list, for example, which then adds contacts in Daylite. Update evaluation data for your customers.
Requirement: Zapier
Microsoft Word
Create Word documents based on templates from Daylite.
Daylite standard function
Apple Pages
Create Pages documents based on templates from Daylite.
Daylite standard function
Dropbox
Dropbox lets you store your files securely, keep them up to date, and share them with colleagues. Enable Dropbox integration within DayliteDocs settings.
Requirement: Plus Package
Newsletter & E-Mail
Apple Mail
Save your e-mail correspondence automatically in Daylite. Link e-mails with customers, appointments or projects. Turn e-mails into tasks. All this within Apple Mail.
Requirement: Daylite Mail Assistant
Mailchimp
Synchronize your newsletter lists in Mailchimp with your Daylite contacts. Create filtered lists in Daylite based on the click behavior of your newsletter recipients.
Requirement: Plus Package
Missive
Unite the handling of emails, social media messages, WhatsApp and SMS in one application. Chat with colleagues around customer communication and use email templates and central signatures.
Requirement: iOMailAssistant
Online Meetings & Webinars
GoToMeeting
Use telephone and web conference connections for your appointments or meetings.
Requirement: Plus Package & Zapier
Zoom
Create zoom meetings using Plus Package for Daylite with one click for your Daylite appointments and send the invitation link in the confirmation mail.
Requirement: Plus Package
Webex
Webex is the system for video meetings from Cisco. Activate your Webex account in the settings of the ProductivityTools and create your Webex conferences with one click in the future.
Requirement: Plus Package
Microsoft Teams
Create a Teams meeting directly from Daylite with one click.
Requirement: Plus Package
Social Media
Schedule the posts on your Facebook page with the Daylite calendar and display posts created on Facebook in Daylite.
Requirement: Zapier
Schedule posts for Instagram with the Daylite calendar and display posts created in Instagram in Daylite.
Requirement: Zapier
Schedule the posts for your Twitter channel with the Daylite calendar and display posts created in Twitter in Daylite.
Requirement: Zapier
Telephony & Communication
Bria
Initiate phone calls with the Bria softphone from Daylite. Incoming phone calls in Bria are signaled in Daylite.
Requirement: Plus Package
iSoftPhone
Initiate phone calls with the iSoftPhone softphone from Daylite. Incoming phone calls in iSoftPhone are signaled in Daylite.
Requirement: Plus Package
Twilio
Send single and bulk SMS messages based on templates to your Daylite contacts. Send automated SMS messages based on events in Daylite.
Requirement: Plus Package
Slack
Integrate Slack into Daylite. Create chat channels to Daylite objects.
Requirement: Plus Package
STARFACE
Initiate phone calls with the STARFACE phone system from Daylite. Incoming phone calls in STARFACE are signaled in Daylite.
Requirement: Plus Package
ChatMate
With ChatMate integration, you can transfer any WhatsApp chats and documents to your Daylite, including personal customer communication.
Requirement: Plus Package
Other Services
Apple Calendar
Synchronize your Daylite appointments with Apple’s calendar app.
Daylite standard function
Apple Contacts
Synchronize your Daylite contacts with Apple’s contacts app.
Daylite standard function
Merlin Project
Connect times and resources from Daylite with detailed project planning for complex and time-consuming projects.
Daylite standard function
Apple Siri
Create appointments and tasks in Daylite with Siri.
Daylite standard function
Acuity Scheduling
Offer online appointment bookings on your website that automatically synchronize with your Daylite calendar. New contacts are automatically created in Daylite.
more about Acuity Scheduling >>
Requirement: Plus Package
Klipfolio
Visualize Daylite data as any chart in Klipfolio.
Requirement: Individual connector
memtime
Connect the time recording software timeBro with Daylite and automatically record your working time for projects, phone calls, or tasks.
Requirement: Plus Package
Wufoo
The online service Wufoo offers you the possibility to create online forms in a very simple way and integrate them into your website.
Requirement: Plus Package
Zendesk
Zendesk is a system for tracking, prioritizing, and resolving support tickets. Visualize the communication with your customers in Daylite.
Requirement: Zapier
timeBro
Send estimates as electronically signable document directly from Daylite. Every time your customer takes a look at the estimate, you will be notified by email. The customer can legally sign directly on the computer or smartphone.
Requirement: Plus Package
You want to integrate a system in Daylite?
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