Daylite + Google Sheets

Create Daylite opportunities for persons from new or updated Google Sheets rows

Boost your efficiency with this streamlined workflow. Whenever you add or update a row in your Google Sheets, a new opportunity for a person will be created in Daylite right away. This ensures you capitalize on every prospect and never miss a chance to grow your network. Stay one step ahead with this easy-to-setup automation.

Boost your efficiency with this streamlined workflow. Whenever you add or update a row in your Google Sheets, a new opportunity for a person will be created in Daylite right away. This ensures you capitalize on every prospect and never miss a chance to grow your network. Stay one step ahead with this easy-to-setup automation.

  1. When this happens...
    Google SheetsGoogle Sheets
    New or Updated Spreadsheet Row

    Triggers when a new row is added or modified in a spreadsheet.

    TriggerInstant
  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

    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger column

    Trigger
    Polling
    Try It
    • Drive

    • SpreadsheetRequired

    Trigger
    Polling
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Use Timezone set up on the spreadsheet to format date values?

    Action
    Write
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 more

Related categories

  • CRM (Customer Relationship Management)

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google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
Learn more

Related categories

  • Google
  • Spreadsheets

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