The Marketing&Chat app links your Mailchimp account and Slack workspaces with Daylite.
Mailchimp Integration
With the Mailchimp integration you can send a selection of your Daylite records to the Mailchimp service to create a newsletter. You can sync with your Daylite records anytime to make sure that your data is always up to date.
Basics at a glance:
- Link Mailchimp and Daylite
Establish a connection via API keys. - Configure the Mailchimp integration
Set up Daylite groups for your Mailchimp audiences. - Add contacts to Mailchimp groups and sync
Add contacts to a Daylite group and sync them. - Import new subscribers to Daylite
Sync your Mailchimp and Daylite records.
Slack Integration
Slack can easily be integrated into your Daylite workflow. Keep records of your Slack conversations about clients, projects or opportunities directly in Daylite. You can initiate a chat based on a Daylite record with just a click - for example about an open opportunity - and discuss any open questions internally.
Basics at a glance:
- Slack setup in Daylite
How to set up your Slack workspaces in Daylite. - Using Slack in Daylite
Create and link chats with Daylite records. - Remove Slack channels from Daylite records
How to remove existing chats from Daylite records.
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