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
- Daylite Cloud
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Triggers when a new person is created in Daylite.
Creates a new appointment.
Triggers when a new appointment is created in Daylite.
Creates a new person and optionally an associated company.
Triggers when a new project is created in Daylite.
Creates a new company.
Triggers when a new opportunity is created in Daylite.
Creates a new Opportunity.
Triggers when a new task is created in Daylite.
Creates a new task.