Create opportunities for individuals in Daylite
Automatically generate opportunities for individuals in Daylite with Jform's seamless integration. This automation allows you to easily convert new submissions from Jform into opportunities for individuals in Daylite, streamlining your client management process.
Generate Daylite opportunities from Jform submissions
Convert Jform submissions into opportunities in Daylite. This integration ensures that new submissions captured through Jform are efficiently transformed into opportunities for individuals in Daylite, enhancing your client relationship management.
When this happens...
신규 제출
A user submits a new form entry
Do this!
Create Opportunity for Person
An opportunity for the person is created in Daylite