Create Daylite opportunities and people from new Wufoo entries
When this happensStep 1: New Entry
Then do thisStep 2: Create Opportunity for Person
Manual exports take up valuable time that you could apply to your lead pipeline. After you've set up this integration, Zapier will capture every new submission to your form on Wufoo, passing the information to Daylite so a new opportunity and contact can be created for you—letting you focus on work that matters.
How this Wufoo-Daylite integration works
- Someone fills out your Wufoo form online
- Zapier copies the new lead info and creates a new Daylite opportunity and contact
- Daylite Cloud