Start syncing Salesforce and Daylite two-way

Discover how PieSync can make your cloud apps work together

When a custom yes/no field in Salesforce is toggled on, add them to a Daylite group
When contacts are owned by a salesperson in Salesforce, change their contact owner in Daylite
When contacts are in a certain group in Daylite, change their contact owner in Salesforce
When contacts are owned by a salesperson in Daylite, opt them out for marketing in Salesforce
When contacts in Daylite have no owner, update a custom field in Salesforce
When a custom yes/no field in Salesforce is toggled on, update certain properties in Daylite
When contacts are owned by a salesperson in Salesforce, merge their contacts data with those of Daylite
When contacts go through a conversion flow in Salesforce, update their Daylite contact details
When Salesforce contacts are from a certain region, change their contact owner in Daylite
When Salesforce contacts are from a certain location, opt them out for marketing in Daylite
When phone numbers are added or updated in Salesforce, update a custom field in Daylite
When new contacts are added in Salesforce, update certain properties in Daylite
When custom attributes are updated in Salesforce, update their lead status in Daylite
When contacts are in a certain group in Salesforce, update certain properties in Daylite
When contacts are owned by a salesperson in Salesforce, merge their contacts data with those of Daylite
When contacts in Salesforce have no owner, update their Daylite contact details
When Salesforce contacts are from a certain region, add them to a Daylite group
When Salesforce contacts are from a certain location, change their contact owner in Daylite

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Sync contacts between Salesforce and Daylite

Salesforce is one of the largest and most comprehensive CRM solutions in the world. With Salesforce, businesses have ample scope for complexity and personalization; and it helps sales, marketing and service teams work better together by providing them with a single, shared view of customers.

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.

PieSync offers the only solution in the market to keep your customer data in sync two-ways and in real time, processing new entries as well as historical data. Your contacts are kept in sync automatically, so you don't need to worry about it once the configuration is set up.

Related Salesforce & Daylite resources

Help Articles related to syncing Salesforce & Daylite