1.Detects new opportunity record
Integrate Daylite and CRM opportunity workflows to capture opportunity title and linked references for lead enrichment.
Create lead row from new opportunities for tracking
Automatically monitor new opportunity records in Daylite across your sales stack. Create and update a lead sheet row when opportunities qualify and enrichment data arrives—so you can map linked roles, fill agency details, and trigger producer follow-up without manual spreadsheet updates.
How this automation enriches your lead tracking
When new opportunities appear, missed enrichment can delay outreach and leave producer details unknown. This automation captures opportunity data, filters qualifying records, enriches linked roles, and updates your lead sheet while sending producer alerts—so your team can follow up fast.
Dayliteor swap with your favorite app
2.Checks linked company and trash status
Integrate Filter by Zapier to continue only for opportunities linked to the configured company and not trashed.
Filter by Zapieror swap with your favorite app
3.Finds row by system id
Integrate Google Sheets and spreadsheet lookups to find a matching row by system id or create a new one.
Google Sheetsor swap with your favorite app
4.Formats linked role lists
Integrate Formatter by Zapier and data formatting tools to convert linked company and contact role lists into text fields.
Formatter by Zapieror swap with your favorite app
5.Extracts primary agency and producer
Integrate Code by Zapier and extraction scripts to pull the primary agency and producer URL when present.
Code by Zapieror swap with your favorite app
6.Updates agency and producer columns
Integrate Google Sheets and spreadsheet updates to write agency name and producer name into the existing lead row.
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Strengthen lead quality with automated profile updates, field completion, and qualification routing
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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