통합 / CRM / Daylite / Create Opportunity with New Submission

Create opportunities in Daylite from new Jform submissions

Automatically generate opportunities in Daylite from new Jform submissions. This integration streamlines the process, ensuring that every new form submission in Jform can be easily converted into a potential opportunity in Daylite.

Generate Daylite opportunities from Jform submissions

Convert Jform submissions into opportunities in Daylite. By linking the two platforms, you can efficiently create new opportunities in Daylite based on the information gathered through Jform submissions.

Jform Icon

When this happens...

신규 제출

A user submits a new form response

Daylite

Do this!

Create Opportunity

An opportunity is created in Daylite based on the form submission

Daylite과(와) 통합

Check out other use cases for this integration

Jform Icon Daylite

Create Opportunity for Person with New Submission

세부사항
Jform Icon Daylite

Create Task with New Submission

세부사항