17hats + Daylite
Create opportunities in Daylite when contacts are updated in 17hats
Effortlessly manage your client relationships with this 17hats-Daylite integration. When a contact is updated in 17hats, this workflow automatically creates an updated contact in Daylite, streamlining your sales process and ensuring you stay up-to-date with client interactions. Save time and resources while keeping your team on track and focused on closing deals.
Effortlessly manage your client relationships with this 17hats-Daylite integration. When a contact is updated in 17hats, this workflow automatically creates an updated contact in Daylite, streamlining your sales process and ensuring you stay up-to-date with client interactions. Save time and resources while keeping your team on track and focused on closing deals.
- When this happens...Updated Contact
Triggers when an already existing contact is updated.
- automatically do this!Create Opportunity
Creates a new Opportunity.
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New Contact
Triggers when a new contact is created.
Try ItIs Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
Deleted Appointment
Triggers when a Daylite appointment is deleted.
Try It
Updated Contact
Triggers when an already existing contact is updated.
Try ItContactRequired
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
Deleted Company
Triggers when a Daylite company is deleted.
Try It
