Online forms
Your form becomes intelligent
Exclusively for Mac, iPhone & iPad
Online forms
Your form becomes intelligent
Exclusively for Mac, iPhone & iPad
Connect your website to your CRM
Create your own online forms using Wufoo. Once a customer completes a form on your website, the data will automatically be transferred to Daylite to set them up as a new customer – no mediation needed on your end!
Let your online form do the work
Define and automate your workflows with Daylite. Once a customer fills out the form on your website, this data is automatically sent to Daylite to create contacts, sales opportunities, tasks, or projects.
Create forms to match your website design
Wufoo provides a streamlined process for creating your own online forms, which can be customized to match your website design and aesthetics.
Stay hands-off in the data acquisition process
Directly involve your customers and prospects in the data acquisition process. Conventional online forms send through an email detailing a customer’s information submitted through the website.
Save yourself the trouble of manually combing through and inputting customer information; with our form integration, customer data lands directly in Daylite. From there, you can define your own rules in terms of how this data should be aggregated. For example, you can create an opportunity with a customer’s data and delegate a task to sales – all deployed automatically!
Most important features
- Customizable website forms: Create your own contact form through drag-and-drop with Wufoo
- Adjustable design: Design your online form to compliment your website aesthetic
- Define your own automation: Define automatic next steps for customer data in Daylite
- Creating tasks: Automatically delegate tasks to respective employees once a form is completed
Integrations:
Related topics:
Experience Daylite and the Plugins live
Book our Online-Webcasts
Learn more
This function belongs to the section: Scale Your Business.
Blog Entries | Scale Your Business
The best CRM for Mac has just got even better! Now with Google Calendar synchronisation!
Do you have to maintain a Google Calendar as well as your Daylite calendar because your business partner uses Google? Would you like to connect your...
New to the Daylite Plus Package: Your personalized dashboard
Numbers and analytics are an everyday part of sales and project work, but you shouldn't have to click them together manually. That’s precisely why...
Comments in Daylite: The easy way to share knowledge with your team
As a Daylite user, you know the advantage of email integration: you always have an overview of your communications with customers and partners. This...
