STEP 1
Connect Daylite and Pipedrive
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Daylite and Pipedrive Integration
Keep Daylite and Pipedrive in sync by integrating their events and actions. When crm events happen in Daylite, update the Pipedrive automatically - without any line of code in visual workflow builder.
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Learn about Daylite and Pipedrive
Detailed info you need to know about Daylite and Pipedrive integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Daylite to Pipedrive
Set up your Daylite and Pipedrive integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Daylite and Pipedrive nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Daylite and Pipedrive. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Daylite and Pipedrive work in WEXTL?
WEXTL exposes actions and triggers for Daylite and Pipedrive that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Daylite triggersPipedrive actions
Daylite modules
- Create AppointmentCreates an appointment.
- Create CompanyCreates a company.
- Create ContactCreates a contact.
- Create FileCreates a file attachment record.
- Create FormCreates a form.
- Create Form DefinitionCreates a form definition.
- Create GroupCreates a group.
- Create NoteCreates a note.
- Create OpportunityCreates an opportunity.
- Create ProjectCreates a project.
- Create RelationshipCreates a relationship between two contacts or companies.
- Create Relationship TypeCreates a relationship type.
- Create ResourceCreates a resource.
- Create RoleCreates a role linking a contact or company to a project or opportunity.
- Create Role TypeCreates a role type.
- Create SubscriptionCreates a webhook subscription for a Daylite event.
- Create TaskCreates a task.
- Delete AppointmentDeletes an appointment by its ID.
- Delete CategoryDeletes a category by its name.
- Delete CompanyDeletes a company by its ID.
- Delete Company ImageDeletes the image of a company.
- Delete ContactDeletes a contact by its ID.
- Delete Contact ImageDeletes the image of a contact.
- Delete EmailDeletes an email by its ID.
- Delete FileDeletes a file attachment by its ID.
- Delete FormDeletes a form by its ID.
- Delete Form DefinitionDeletes a form definition by its ID.
- Delete GroupDeletes a group by its ID.
- Delete KeywordDeletes a keyword by its name.
- Delete NoteDeletes a note by its ID.
- Delete OpportunityDeletes an opportunity by its ID.
- Delete ProjectDeletes a project by its ID.
- Delete RelationshipDeletes a relationship by its ID.
- Delete Relationship TypeDeletes a relationship type by its ID.
- Delete ResourceDeletes a resource by its ID.
- Delete RoleDeletes a role by its ID.
- Delete Role TypeDeletes a role type by its ID.
- Delete SubscriptionDeletes a webhook subscription by its ID.
- Delete TaskDeletes a task by its ID.
- Get AppointmentRetrieves an appointment by its ID.
- Get CategoryRetrieves a category by its name.
- Get CompanyRetrieves a company by its ID.
- Get Company ImageRetrieves the image of a company.
- Get Company TypeRetrieves a company type by its name.
- Get ContactRetrieves a contact by its ID.
- Get Contact ImageRetrieves the image of a contact.
- Get EmailRetrieves an email by its ID.
- Get Email BodyRetrieves the body of an email.
- Get FileRetrieves the details of a file attachment.
- Get File ContentDownloads the content of a file attachment.
Pipedrive modules
- Add a Call LogAdds a call log.
- Add a ChannelAdds a channel.
- Add a Comment to a NoteAdds a comment to a note.
- Add a Follower to a DealAdds a follower to a deal.
- Add a Follower to a PersonAdds a follower to a person.
- Add a Follower to a ProductAdds a follower to a product.
- Add a LeadAdds a lead.
- Add a New ActivityAdds a new activity.
- Add a New GoalAdds a new goal.
- Add a New UserAdds a new user.
- Add a NoteAdds a note.
- Add a Participant to a DealAdds a participant to a deal.
- Add a ProjectAdds a project.
- Add a TaskAdds a task.
- Add DealAdds a new deal.
- Add Deal DiscountAdds deal discount.
- Add Deal InstallmentAdds deal installment.
- Add FileAdds a new file.
- Add PersonAdds a new person.
- Add Person PictureAdds person picture.
- Add ProductAdds a new product.
- Add Product ImageAdds product image.
- Add Product to DealAdds product to deal.
- Add Product VariationAdds product variation.
- Archive a ProjectArchives a project.
- Attach an Audio File to the Call LogAttaches an audio file to the call log.
- Convert Deal to LeadConverts deal to lead.
- Convert Lead to DealConverts lead to deal.
- Create a Remote File and Link It to an ItemCreates a remote file and link it to an item.
- Delete a Call LogDeletes a call log.
- Delete a ChannelDeletes a channel.
- Delete a Comment Related to a NoteDeletes a comment related to a note.
- Delete a ConversationDeletes a conversation.
- Delete a FileDeletes a file.
- Delete a Follower from a DealDeletes a follower from a deal.
- Delete a Follower from a PersonDeletes a follower from a person.
- Delete a Follower from a ProductDeletes a follower from a product.
- Delete a LeadDeletes a lead.
- Delete a NoteDeletes a note.
- Delete a Participant from a DealDeletes a participant from a deal.
- Delete a ProjectDeletes a project.
- Delete a TaskDeletes a task.
- Delete an ActivityDeletes an activity.
- Delete DealDeletes an existing deal.
- Delete Deal DiscountDeletes deal discount.
- Delete Deal InstallmentDeletes deal installment.
- Delete Existing GoalDeletes existing goal.
- Delete Mail ThreadDeletes mail thread.
- Delete PersonDeletes an existing person.
- Delete Person PictureDeletes person picture.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Daylite and Pipedrive integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Daylite and Pipedrive.
Connect your Daylite and Pipedrive accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Daylite's "Watch Appointments" fires, WEXTL can "Add a Call Log" in Pipedrive. Daylite has 11 triggers (including Watch Appointments, Watch Companies, and Watch Contacts); Pipedrive has 172 actions (including Add a Call Log, Add a Channel, and Add a Comment to a Note). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Daylite-to-Pipedrive automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Daylite (or Pipedrive) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Daylite + Pipedrive automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Daylite and Pipedrive integration.
- Daylite and Pipedrive integration source code, module specs and credentials implementation.
- Our Daylite and Pipedrive integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Daylite and Pipedrive — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Daylite integration information
- Pipedrive integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library