Manage your leads, customers, projects & tasks with your team – all in one app. Increase productivity with Daylite - CRM for Mac, iPhone & iPad made for small sized businesses.
Below you'll find detailed information, specifically for Daylite integrations:
Supported Daylite Integrations
When you click 'Authorize Daylite', a pop-up window appears asking you to log in and allow access.
If you already authorized Daylite account(s) in the past or in any other PieSync integration, you'll be able to skip the first part of the authorization and choose from your CONNECTED ACCOUNTS.
Choose your contact type
Distinguish between Companies and Contacts before proceeding to the configuration page.
- Learn about our contact sync below.
- More in-depth info about our Company to Company sync can be found here.
[IF] Supported Conditions/Filters
- In Category / In Group / In Project
- Owned by
- Field values (INCLUDING CUSTOM FIELDS)
- Already existing in the app you sync with
[THEN] Supported Actions
- Add to Group / Project
- Update Category
- Remove from Group / Project
- Set Owner to
- Update Keywords
- Updating field values (INCLUDING CUSTOM FIELDS)
Default Field Mapping
Depending on the other app you're syncing with, you'll see a number of standard Daylite fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:
Customizable Field Mapping
You can custom map your Daylite Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping here.
Currently, there are no Daylite integrations on the PieSync platform that support our deletions sync.
Currently, there are no Daylite integrations on the PieSync platform that support our unsubscribes sync.