Marketcircle Blog Sync Your Contacts Across All of Your Business Apps with Daylite and PieSync Integration
Marketcircle Blog

Sync Your Contacts Across All of Your Business Apps with Daylite and PieSync Integration

Product Updates  October 30, 2019  Emily Chioconi

Having up to date contact information from your customers is crucial to your small business, but with ever-evolving data and multiple business tools in use, it can be hard to keep everything in one place.

You no longer need to access each app you use to update your customer’s new email address or wonder which application has the correct phone number thanks to Daylite and PieSync empowering all of your apps to communicate with each other!

Daylite and PieSync integration gif with app icons

You no longer need to access each app you use to update your customer’s new email address or wonder which application has the correct phone number thanks to Daylite and PieSync empowering all of your apps to communicate with each other!

Are you the only Mac user on your team using Daylite? You can make sure you and your co-workers are always sharing the latest contact information by setting up 2-way syncing with Daylite and Google Contacts. Love Daylite but prefer Outlook when it comes to your mail client? You can now have a contact automatically created in Outlook whenever you add one to Daylite! 

With Daylite and PieSync integration, you can set up 2-way syncing between your Daylite contacts and other services such as Google Contacts, Microsoft Exchange, Outlook, MailChimp, and more. 2-way sync means that whenever your customer’s information is added or updated in one of the connected apps, that change will be automatically effective in Daylite and vice versa. That way, customer data is always up-to-date across all of your tools!

Additionally, PieSync allows you to add rules for your contacts based on the If-Then construction. So if your contact meets the criteria then the following should happen. Now you can automate things like adding a Daylite category to your contact or having them added to a particular Daylite Group, for example, without any extra work! You can take a look at our help article to learn more about getting set up with Daylite and PieSync integration.  

To get started, check out how to 2-way sync your Daylite contacts with more than 190 other apps

8 Responses to “Sync Your Contacts Across All of Your Business Apps with Daylite and PieSync Integration”

  1. Stevan R Browning says:

    Do items from other calendars that are synced with PieSync show up on the calendar on the Daylite mobile app calendar. That is my biggest disconnect with the system. I sort of defeats the purpose of having Daylite on my mobile device if I have to jump in and out of Daylite to view calendar activities that have been arranged though google calendar or outlook. If this app does that I will be a customer 🙂

  2. Kristie Holden says:

    Hi Stevan, PieSync is for syncing contacts so unfortunately I don’t believe it will achieve what you’re looking for with calendars. Is it that you want to view your Google calendar in Daylite on your iPhone/iPad? If so, this is a feature request so I’ll add your name to this request.

  3. Peter Lancaster says:

    Our biggest problem is the calendar on my phone has only my info and not all Daylite users. We need to call in to the office or go to a bigger desktop / laptop to see all appointments / meeting. We are a small business, so other team member meetings can impact on my setting of times with customers. How can we all see the full team on our Iphone?

    Peter

  4. Kristie Holden says:

    Hi Peter,
    Thank you for your feedback. Currently the only way to view other team member’s calendar on your iPhone is to flip through one user at a time. Instructions here:
    https://www.marketcircle.com/help/article/viewing-the-calendar-of-other-users-and-resources-in-daylite/
    I’ve added your feedback to the feature request to view multiple user’s calendars in one view on iPhone/iPad.
    Just to make sure I’m understanding you correctly, these are other Daylite users calendars’, correct? Or are you also needing to view their other calendars such as their Google Calendars on your iPhone?

  5. Mike Portanova says:

    We need 2-way sync between Outlook’s calendar and Daylite’s calendar. It’s almost unusable in a modern office without this feature.

  6. Kristie Holden says:

    Hi Mike, I’ve added your name to this feature request.

  7. Ginger says:

    Hello. We are a small business and have an exclusively Mac environment with Daylite as well. We all have iPhones/ iPad Pro/ and Mac desktops. We use Outlook through Microsoft Exchange. So a work around we have found is to set up a new Calendar for the “Office Calendar” that will show EVERYONE’s calendars. We do this by adding a new account to Office365 management account and it is $60/yr (or $5 per month). Then, everyone posts all their appointments to the “Office Calendar” in Outlook when setting appointments. This is done by making sure the add appointment drop down list shows “Office Calendar”. This was, everyone has access to the work appointments (and not personal appointments or such). It has been working great for us. Hope this helps.

  8. Chris says:

    I tried the PieSync service this week, as we have a mixed work environment and Id like to share contacts with everyone back and forth through Google Contacts. Unfortunately, the contacts don’t arrive in Google Contacts with the Company Name in tact, so each contact has no company name. PieSync explained that this is because contacts and Companies are separate in Daylite, and you can have one or the other and not both. Doesn’t really work for me not having a contacts company as part of the contact.

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