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