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Daylite + Google Sheets

Daylite + Google Sheets

Daylite + Google Sheets integrations

Create Daylite opportunities for persons from new or updated Google Sheets rows

Boost your efficiency with this streamlined workflow. Whenever you add or update a row in your Google Sheets, a new opportunity for a person will be created in Daylite right away. This ensures you capitalize on every prospect and never miss a chance to grow your network. Stay one step ahead with this easy-to-setup automation.

  1. When this happens...
    New or Updated Spreadsheet Row
    New or Updated Spreadsheet Row
    New or Updated Spreadsheet RowTriggers when a new row is added or modified in a spreadsheet.
  2. automatically do this!
    Create Opportunity for Person
    Create Opportunity for Person
    Create Opportunity for PersonCreates a new opportunity associated with a person or company.
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More things you can do with Google Sheets and Daylite

Discover other triggers and actions you can use with Google Sheets and Daylite

    • Dont_change_sheet_structure
    • Drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    Trigger
    Polling
    Try It
    • Dont_change_sheet_structure
    • No_team_drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    • Trigger column
    Trigger
    Instant
    Try It
    • Drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    • Column_name
      Required
    • Index
    Action
    Write
    • Dont_change_sheet_structure
    • No_team_drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    Trigger
    Instant
    Try It
    • Dont_change_sheet_structure
    • Drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    • Trigger column
    Trigger
    Polling
    Try It
    • Drive
    • Spreadsheet
      Required
    Trigger
    Polling
    Try It
    • Drive
    • Spreadsheet
      Required
    • Worksheet
      Required
    • Use Timezone set up on the spreadsheet to format date values?
    Action
    Write
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About Daylite
Daylite is a CRM for macOS & iOS that helps you and your team manage more clients, close more deals, and finish more projects. It works with many of the built-in Apple features you know and love like Apple Mail, Contacts, Calendar, Siri, and more!
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About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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