Daylite + Gravity Forms

Create new Daylite opportunities from Gravity Forms submissions

Easily streamline your sales pipeline with this workflow. When a new form submission occurs in Gravity Forms, an opportunity for the associated person is created in Daylite. This efficient process not only saves time but ensures swift follow-ups, keeping your prospects engaged and driving your business growth.

Easily streamline your sales pipeline with this workflow. When a new form submission occurs in Gravity Forms, an opportunity for the associated person is created in Daylite. This efficient process not only saves time but ensures swift follow-ups, keeping your prospects engaged and driving your business growth.

  1. When this happens...
    Gravity FormsGravity Forms
    Form Submission

    Triggers when the specified form is submitted.

    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

    • FormRequired

    Action
    Write
  • Daylite triggers, actions, and search

    Deleted Appointment

    Triggers when a Daylite appointment is deleted.

    Trigger
    Instant
    Try It
  • Daylite triggers, actions, and search

    Deleted Person

    Triggers when a Daylite person is deleted.

    Trigger
    Instant
    Try It
  • Daylite triggers, actions, and search

    Deleted Opportunity

    Triggers when a Daylite opportunity is deleted.

    Trigger
    Instant
    Try It
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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gravity-forms logo
gravity-forms logo

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
Learn more

Related categories

  • Forms & Surveys
  • WordPress

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