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Daylite + Interact

Add new Interact leads to Daylite as persons automatically

Easily stay organized and boost productivity by automating the process of adding new leads from Interact to your Daylite CRM. When a new lead is captured in Interact, this workflow will seamlessly create a person in Daylite, ensuring your sales team can efficiently manage and follow up with prospects without manual data entry. Keep your contact database up-to-date and your team focused on growing your business.

Easily stay organized and boost productivity by automating the process of adding new leads from Interact to your Daylite CRM. When a new lead is captured in Interact, this workflow will seamlessly create a person in Daylite, ensuring your sales team can efficiently manage and follow up with prospects without manual data entry. Keep your contact database up-to-date and your team focused on growing your business.

  1. When this happens...
    InteractInteract
    New Lead

    Triggers when a new lead is collected from quiz.

    TriggerInstant
  2. automatically do this!
    DayliteDaylite
    Create Person

    Creates a new person and optionally an associated company.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • QuizRequired

    Trigger
    Instant
    Try It
  • Daylite triggers, actions, and search

    Deleted Company

    Triggers when a Daylite company is deleted.

    Trigger
    Instant
    Try It
  • Daylite triggers, actions, and search

    Deleted Project

    Triggers when a Daylite project is deleted.

    Trigger
    Instant
    Try It
  • Daylite triggers, actions, and search

    Deleted Appointment

    Triggers when a Daylite appointment is deleted.

    Trigger
    Instant
    Try It
  • Daylite triggers, actions, and search

    Deleted Person

    Triggers when a Daylite person is deleted.

    Trigger
    Instant
    Try It
  • Daylite triggers, actions, and search

    Deleted Opportunity

    Triggers when a Daylite opportunity is deleted.

    Trigger
    Instant
    Try It
daylite logo
daylite logo

About Daylite

Daylite is a CRM for macOS & iOS that helps you and your team manage more clients, close more deals, and finish more projects. It works with many of the built-in Apple features you know and love like Apple Mail, Contacts, Calendar, Siri, and more!
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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interact logo
interact logo

About Interact

Create quizzes to generate leads with Interact. Send those leads directly into your marketing automation or CRM platform.

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