Integrate Daylite with Helpwise Integrate Daylite with Helpwise

Integrate Daylite with Helpwise

Megan Megan

By integrating Daylite with Helpwise you can now share and create Tasks, Opportunities and Contacts from within the Helpwise interface.


To integrate Daylite with your Helpwise account:

1. Log into your Helpwise account

2. Click on Automation along the top and select Integrations


3. Now, click on the Connect Daylite button.


4. log in to your Daylite account

5. Click on Authorize when the page asks you to allow Helpwise access


6. You have now integrated your Daylite account with Helpwise

7. Once you have completed these steps, Daylite will now be listed as connected within your Helpwise account.



For more information on how to use Helpwise with Daylite, visit Helpwise's Website