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Daylite + OptinMonster

Create Daylite projects for new OptinMonster leads

Effortlessly manage new leads from OptinMonster by creating projects in Daylite. With this workflow, every time a new lead is captured in OptinMonster, a project will be created in Daylite, helping you stay organized and efficient. Focus on nurturing your leads and let this seamless automation take care of the project creation process.

Effortlessly manage new leads from OptinMonster by creating projects in Daylite. With this workflow, every time a new lead is captured in OptinMonster, a project will be created in Daylite, helping you stay organized and efficient. Focus on nurturing your leads and let this seamless automation take care of the project creation process.

  1. When this happens...
    OptinMonsterOptinMonster
    New Lead

    Triggers when a new lead is added to a campaign.

    TriggerInstant
  2. automatically do this!
    DayliteDaylite
    Create Project

    Creates a new Project.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • CampaignRequired

    • Integration Display Name

    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

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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About OptinMonster

Powerful lead generation software that converts abandoning visitors into subscribers with dynamic marketing tools and Exit Intent® technology.

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