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