Daylite Integrations
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Add new MailChimp subscribers to Daylite
Are you manually adding new contacts in Daylite when someone subscribes to your newsletter? Let Zapier do the work for you. With this integration, new subscribers that signup to your mailing list in MailChimp will automatically be created as new contacts in Daylite. This way you can keep up with leads more efficiently.
How this MailChimp-Daylite integration works
- A new subscriber is added to a MailChimp list
- Zapier creates a new Daylite contact
Apps involved
- MailChimp
- Daylite
Add new Facebook Lead Ad leads as new contacts in Daylite
Are you manually uploading Facebook leads into Daylite? Let Zapier do the heavy lifting for you. Once this integration is configured, new Facebook Lead Ad leads will automatically create new contacts in Daylite for you, allowing you to follow-up with leads faster and more efficiently.
How this Facebook Lead Ads-Daylite integration works
- A new lead is captured in Facebook Lead Ads
- Zapier creates a new contact in Daylite
Apps involved
- Facebook Lead Ads
- Daylite
Create Daylite opportunities and people from new Google Forms entries
The more new submissions come in, the harder it can be to keep them all organized. After you've set up this integration, it will trigger with every new submission on Google Forms, creating a new opportunity and contact on Daylite for you so you never have to enter them by hand again.
How this Google Forms-Daylite integration works
- Someone submits a Google Forms entry online
- Zapier copies the new lead info and creates a new Daylite opportunity and contact
Apps involved
- Google Forms
- Daylite Cloud
Add new Asana Projects to Daylite
Want to avoid double entry for your projects when working with Daylite and other Project Management tools? Using this Zapier integration, you can automate new projects being created in Daylite when a project is created in Asana so you don't have to worry about wasting time doing double entry. Spend less time doing data entry and more time getting projects done on time.
How this Asana-Daylite integration works
- A new project is added in Asana
- Zapier creates a new project in Daylite
Apps involved
- Asana
- Daylite
Create Daylite opportunities and people from new JotForm submissions
You're too busy to waste time on manual exports. Let Zapier keep you focused on your leads by capturing them all for you. This integration will trigger with every new submission you get on a JotForm, automatically creating a new lead and opportunity on Daylite so your sales team can jump on them immediately.
How this JotForm-Daylite integration works
- A new submission is received on JotForm
- Zapier copies the new lead info and creates a new Daylite opportunity and contact
Apps involved
- JotForm
- Daylite Cloud
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Daylite Integration Details
Launched on Zapier July 27, 2016
Zapier combines Triggers (like "New Appointment") and Actions (like "Create Appointment") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.
The following Daylite Triggers, Searches, and Actions are supported by Zapier:
Creates a new appointment.
Creates a new company.
Creates a new person and optionally an associated company.
Creates a new Note.
Creates a new Opportunity.
Creates a new Project.
Creates a new task.
Creates a new form.
Creates a new opportunity associated with a person or company.
Links a Daylite object (Contact, Company, Opportunity, Project, Note, Task, Appointment, Group, Form) to other Daylite objects.
Modifies an appointment.
Modifies a company.
Modifies a person.
Modifies an opportunity.
Modifies a project.
Modifies a task.
Triggers when a new appointment is created in Daylite.
Triggers when a new company is created in Daylite.
Triggers when a new person is created in Daylite.
Triggers when a new opportunity is created in Daylite.
Triggers when a new project is created in Daylite.
Triggers when a new task is created in Daylite.
Triggers when an appointment is updated in Daylite.
Triggers when a company is updated in Daylite.
Triggers when a person is updated in Daylite.
Triggers when an opportunity is updated in Daylite.
Triggers when a project is updated in Daylite.
Triggers when a task is updated in Daylite.
Retrieves an existing Daylite person, company, opportunity, project, note, task, or appointment by its reference ID.
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