Create Daylite opportunities and people from new 123FormBuilder submissions
When this happensStep 1: New Submission
Then do thisStep 2: Create Opportunity for Person
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