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Apollo + Daylite

Create new Daylite people from new Apollo contacts

Streamline your data management processes with this efficient workflow. Whenever you add a new contact in Apollo, it will instantly create a person in Daylite. This seamless process not only enhances productivity but also ensures that no important client information is missed out from being recorded in Daylite, solving the problem of manual data entry and reducing the scope for errors.

Streamline your data management processes with this efficient workflow. Whenever you add a new contact in Apollo, it will instantly create a person in Daylite. This seamless process not only enhances productivity but also ensures that no important client information is missed out from being recorded in Daylite, solving the problem of manual data entry and reducing the scope for errors.

  1. When this happens...
    ApolloApollo
    New Contact

    Triggers when a new Contact is created.

    Note: This trigger may not always fire instantly after Contacts are created in Apollo. Contact information must be verified as up-to-date first, so there may be a delay of up to 30 minutes.

    TriggerInstant
  2. automatically do this!
    DayliteDaylite
    Create Person

    Creates a new person and optionally an associated company.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Apollo triggers, actions, and search

    Account Updated

    Triggers when an existing Account is updated.

    Trigger
    Instant
    Try It
    • NameRequired

    • Domain

    • Phone Number

    • Raw Address

    Action
    Write
    • nameRequired

    • amountRequired

    • Owner ID

    • Opportunity Stage Id

    • Closed Date

    Action
    Write
  • Apollo triggers, actions, and search

    Contact Updated

    Triggers when an existing Contact is updated.

    Trigger
    Instant
    Try It
    • First NameRequired

    • Last NameRequired

    • Organization NameRequired

    • title

    • Email AddressRequired

    • Address

    • Website Url

    Action
    Write
    • NoteRequired

    • Contacts IDsRequired

    • PriorityRequired

    • TypeRequired

    • Due DateRequired

    • Assigned ToRequired

    Action
    Write
apollo logo
apollo logo

About Apollo

Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.

Related categories

  • Sales & CRM
daylite logo
daylite logo

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!
Learn moreHelp

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