The faster you can act on your leads, the better. This integration can help with that by capturing everything for you. After you've set it up, whenever a 123FormBuilder submission is received on your website, Zapier will automatically copy the details into Daylite, creating a new opportunity and associated contact so you never waste any time with manual entry.
How this 123FormBuilder-Daylite integration works
- A new submission is received on 123FormBuilder
- Zapier copies the new lead info and creates a new Daylite opportunity and contact
- Daylite Cloud
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Triggers when a new form is added to your account.
Creates a new Project.
Triggers when a submission is added for a form of your choice.
Creates a new appointment.
Triggers when a new person is created in Daylite.
Creates a new person and optionally an associated company.
Triggers when a new appointment is created in Daylite.
Creates a new company.
Triggers when a new project is created in Daylite.
Creates a new task.