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AI + Zapier
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We'll use AI and Zapier to parse the Person's contact info from their email signature and place it in the appropriate fields in their Daylite record
Automatically add Mailchimp Subscribers to Daylite
Automatically send new Daylite People to Mailchimp!
(and mark Unsubscribes in Daylite too!)
Keep your team in the loop on Project or Opportunity activity!
Send Tasks to your clients and non-Daylite team members by integrating Daylite with Trello!
Stop trading emails back and forth with your clients when they want to schedule an appointment with you!
Automate your Lead Qualifiecation process within Daylite!
When a Daylite Opportunity's status is changed to Won, automatically create a new Daylite Project.
✨new Project will inherit the Opportunity's Keywords & Extra Fields (Category is already inherited)
Daylite workflow scripts