Daylite + Interact

Create Daylite opportunities from new Interact leads for streamlined lead management

Save time and streamline your process by automatically creating opportunities in Daylite whenever you receive new leads in Interact. This seamless workflow ensures all your leads get the attention they deserve, without manual intervention, and helps you stay organized to capitalize on potential opportunities. Focus on what matters most - nurturing those leads and winning deals - while this automation takes care of the rest.

Save time and streamline your process by automatically creating opportunities in Daylite whenever you receive new leads in Interact. This seamless workflow ensures all your leads get the attention they deserve, without manual intervention, and helps you stay organized to capitalize on potential opportunities. Focus on what matters most - nurturing those leads and winning deals - while this automation takes care of the rest.

  1. When this happens...
    InteractInteract
    New Lead

    Triggers when a new lead is collected from quiz.

    TriggerInstant
  2. automatically do this!
    DayliteDaylite
    Create Opportunity

    Creates a new Opportunity.

    ActionWrite
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Supported triggers and actions

  • 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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interact logo
interact logo

About Interact

Create quizzes to generate leads with Interact. Send those leads directly into your marketing automation or CRM platform.
Learn more

Related categories

  • Forms & Surveys

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