integrations | automations | workflows
let's get you on the #worksmart path!
Salesforce Opportunity + Daylite Opportunity
When a new Salesforce Opportunity is created,
create a Daylite Opportunity for the Account
Automate functions within Daylite itself!
Let's use Zapier to speed up your workflow
and cut down on the double data entry
Daylite Opportunity + Project automation