Daylite Integrations

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

1. A new submission is received on 123FormBuilder
2. Zapier copies the new lead info and creates a new Daylite opportunity and contact

Apps involved

• 123FormBuilder
• Daylite Cloud

Manual exports take up valuable time that you could apply to your lead pipeline. After you've set up this integration, Zapier will capture every new submission to your form on Wufoo, passing the information to Daylite so a new opportunity and contact can be created for you—letting you focus on work that matters.

How this Wufoo-Daylite integration works

1. Someone fills out your Wufoo form online
2. Zapier copies the new lead info and creates a new Daylite opportunity and contact

Apps involved

• Wufoo
• Daylite Cloud

Who doesn’t love saving time and avoiding manual entry? With this Zapier integration, every time someone fills out a form powered by Typeform on your site, a new opportunity and contact will be created on Daylite for you, so you can get right to work.

How this Typeform-Daylite integration works

1. Someone submits a new Typeform entry online
2. Zapier copies the new lead info and creates a new Daylite opportunity and contact

Apps involved

• Typeform
• Daylite Cloud

Monitoring your Minute meeting tasks assigned to you can be difficult if these don't directly incorporate into your everyday workflow. Once this integration is set up, Zapier automatically creates a new Daylite item each time a Minute task is assigned to you.

Note: This Zap doesn't import Minute tasks that were previously assigned to you - only new Minute tasks assigned to you after you've set it up.

How this Minute-Daylite integration works

1. A new Minute task is assigned to you
2. Zapier will automatically create a new Daylite item

Apps involved

• Minute
• Daylite

Spend less time doing data entry and more time getting projects done on time! Using this Zapier integration, you can automate the creation of new projects in Daylite when a project is added to Basecamp.

How this Basecamp-Daylite integration works

1. A new project is added to Basecamp
2. Zapier creates the project in Daylite

Apps involved

• Basecamp
• Daylite

Are you up until daybreak trying to move contacts between CRM apps? Let Zapier help you get some sleep and manage this task for you! This Daylite-Gro CRM integration automatically adds new Daylite contacts into Gro CRM. Sweet!

How this Daylite-Gro CRM integration works

1. A new contact is created on Daylite
2. Zapier automatically creates a new lead in Gro CRM

Apps involved

• Daylite
• Gro CRM

Tired of having to manually update mailing list addresses? Keep your email campaign up-to-date with this Daylite to MailChimp integration. Once activated, Zapier will automatically subscribe each new person added to Daylite to a list in MailChimp.

How this Daylite-Filter by Zapier-MailChimp integration works

1. A new person is added to Daylite
2. Zapier uses a filter to check for a specified keyword or category
3. Zapier adds this person's email to a MailChimp list

Apps involved

• Daylite
• Filter by Zapier
• MailChimp

Want to automate actions within Daylite? This integration will allow you to create a new Daylite opportunity whenever a new person is updated and has a specific keyword. That way, you can better stay organized and track your opportunities.

How this Daylite-Daylite integration works

1. A person in Daylite is modified and has a specific keyword
2. Zapier creates a new opportunity that is linked to the person

Apps involved

• Daylite
• Daylite

Want to export your newly created Daylite tasks to a Google Sheets? With this Zapier integration, you'll be able to automatically populate your Google Sheets with Daylite task info and easily make it available to colleagues.

How this Daylite-Google Sheets integration works

1. A new task is added to Daylite
2. Zapier adds a new row to a Google Sheets with the task details

Apps involved

• Daylite
• Google Sheets

Keep your team in the loop as your projects take shape. With this integration, whenever a new project is added to Daylite, your chosen Slack channel will get notified. That way, your team is poised and ready to kick off project.

How this Daylite-Slack integration works

1. A project is added to Daylite
2. Zapier sends a customized notification to a Slack channel

Apps involved

• Daylite
• Slack

Help your sales team become familiar with your newest contacts by following them on Twitter. Use this integration to keep tabs on these contacts with no extra effort on your part. This integration will allow you to automatically add new members to a Twitter list if they meet the filter conditions that you set.

How this Daylite-Twitter integration works

1. A new Person is added to Daylite
2. Zapier adds this person to a designated Twitter list

Apps involved

• Daylite
• Twitter

Automatically add your newsletter subscribers from AWeber to Daylite without the need to manually copy their information over. This Zapier integration will create a new Daylite user whenever a subscriber is created in AWeber.

How it works

1. A subscriber is created in AWeber
2. Zapier creates a new Daylite user based on the subscriber's information.

What you need

• AWeber account
• Wise Agent account

Share with your team across your Macs, iPhones, and iPads and manage schedules, projects, sales opportunities and more in one place. Daylite CRM provides all those features for you. This Bookafy-Daylite integration allows you to create contacts automatically in Daylite CRM for every new Bookafy customers.

How this Bookafy-Daylite integration works

1. A new customer registers on Bookafy
2. Zapier adds that customer to Daylite as a new person

Apps involved

• Bookafy
• Daylite