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Daylite + Outgrow

Create Daylite opportunities for new Outgrow leads

Boost your sales process by automating lead management between Outgrow and Daylite. With this workflow, whenever a new lead is generated in Outgrow, an opportunity will be created for that person in Daylite, ensuring you never miss a potential client. Save time, stay organized, and focus on closing more deals for your business.

Boost your sales process by automating lead management between Outgrow and Daylite. With this workflow, whenever a new lead is generated in Outgrow, an opportunity will be created for that person in Daylite, ensuring you never miss a potential client. Save time, stay organized, and focus on closing more deals for your business.

  1. When this happens...
    OutgrowOutgrow
    New Lead

    Triggers when a new lead is created. Works on all Outgrow plans.

    TriggerScheduled
  2. automatically do this!
    DayliteDaylite
    Create Opportunity for Person

    Creates a new opportunity associated with a person or company.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Calculator / QuizRequired

    Trigger
    Scheduled
    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
    • Calculator / QuizRequired

    • SegmentRequired

    Trigger
    Scheduled
    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 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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outgrow logo
outgrow logo

About Outgrow

Outgrow allows you to easily build interactive content like quizzes, calculators, polls, surveys/forms, assessments, chatbots, contests.

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