Daylite + WhatConverts
Create Daylite tasks for new WhatConverts leads with this workflow
Stay on top of your business prospects with this seamless workflow. Whenever a new lead is detected in WhatConverts, a task is instantly created in Daylite to follow up. This way, you can ensure that every potential client is nurtured properly without having to manually transfer information between platforms. An ideal solution to streamline your sales process and maximize your team's productivity.
Stay on top of your business prospects with this seamless workflow. Whenever a new lead is detected in WhatConverts, a task is instantly created in Daylite to follow up. This way, you can ensure that every potential client is nurtured properly without having to manually transfer information between platforms. An ideal solution to streamline your sales process and maximize your team's productivity.
- When this happens...New Lead
Triggers when a new lead is received.
- automatically do this!Create Task
Creates a new task.
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Lead Type
Phone Calls (Completed)Required
Phone Calls (Modified)Required
Phone Calls (In Progress)Required
Text MessagesRequired
Web FormsRequired
E-Commerce TransactionsRequired
Custom EventsRequired
Chats (Completed)Required
Chats (In Progress)Required
EmailsRequired
AppointmentRequired
OtherRequired
ProfileRequired
Try ItProfile
Account
Lead Type
Lead Status
Start Date
End Date
Quotable
Quote Value
Sales Value
Spam
Duplicate
Lead Source
Lead Medium
Lead Campaign
Lead Content
Lead Keyword
Lead IDRequired
Quotable
Quote Value
Sales Value
Lead Page
Additional Fields
Custom Fields
ProfileRequired
Lead ID
Lead TypeRequired
Lead Status
Start Date
End Date
Quotable
Quote Value
Sales Value
Caller Number
Email Address
User ID
Spam
Duplicate
Referrer Source
Referrer Medium
Referrer Campaign
Referrer Content
Referrer Keyword
Send Notification
Date & Time
WC Client Current
IP Address
Phone Number
Gclid
Msclkid
Fbclid
Fbpid
Lead Page
Landing Page
Operating System
Browser
Device Type
Device Make
Sender Name
Email Subject
Email Message
Form Name
Tracking Number Name
Tracking Number
Destination Number
Caller Name
Call Duration in Seconds
City
Zip
State
Country
Answer Status
Line Type
Call Transcription
Voicemail Transcription
Message
Event Category
Event Action
Event Label
Transaction ID
Transaction Tax
Transaction Shipping
Additional Fields
Custom Fields
Lead Type
Phone Calls (Completed)Required
Phone Calls (Modified)
Phone Calls (In Progress)
Text MessagesRequired
Web FormsRequired
E-Commerce TransactionsRequired
Custom EventsRequired
Chats (Completed)Required
Chats (In Progress)
EmailsRequired
AppointmentsRequired
OtherRequired
ProfileRequired
Try ItLead TypeRequired
Send Notification
Profile
Date & Time
Quotable
Quote Value
Sales Value
WC Client Current
Referrer Source
Referrer Medium
Referrer Campaign
Referrer Content
Referrer Keyword
IP Address
Email Address
Phone Number
User ID
Gclid
Msclkid
Fbclid
Fbpid
Lead Page
Landing Page
Operating System
Browser
Device Type
Device Make
Sender Name
Email Subject
Email Message
Form Name
Tracking Number Name
Tracking Number
Destination Number
Caller Number
Caller Name
Call Duration in Seconds
City
Zip
State
Country
Answer Status
Line Type
Call Transcription
Voicemail Transcription
Message
Event Category
Event Action
Event Label
Transaction ID
Transaction Tax
Transaction Shipping
Additional Fields
Custom Fields
ProfileRequired
Lead ID
Lead Type
Lead Status
Start Date
End Date
Quotable
Quote Value
Sales Value
Caller Number
Email Address
User ID
Spam
Duplicate
Lead Source
Lead Medium
Lead Campaign
Lead Content
Lead Keyword
Deleted Appointment
Triggers when a Daylite appointment is deleted.
Try It
